SO icon

Southern Company
SO

Overview Fund Activity

986 hedge funds and large institutions have $19.3B invested in Southern Company in 2015 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 395 increasing their positions, 372 reducing their positions, and 79 closing their positions.

Holders
986
Holders Change
-41
Holders Change %
-3.99%
% of All Funds
26.59%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.27%
New
50
Increased
395
Reduced
372
Closed
79
Calls
$242M
Puts
$212M
Net Calls
+$30.1M
Net Calls Change
-$39.8M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$211M
2
Franklin Resources
2
Franklin Resources
California
$1.45B
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$210M
4
H
4
Hexavest
Quebec, Canada
$134M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$70.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$230M
2
State Street
2
State Street
Massachusetts
$1.76B
3
Prudential Financial
3
Prudential Financial
New Jersey
$49.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
976
Kessler Investment Group
Indiana
$5K +$5K +110 New
JAM
977
Jolley Asset Management
North Carolina
$4K – – –
FNYS
978
First New York Securities
New York
$3.35K -$9.22K -220 -73%
SGAM
979
Smith Group Asset Management
Texas
$2K – – –
AT
980
Arden Trust
Delaware
$1.88K -$65 -1,540 -3%
UB
981
UMB Bank
Missouri
$1.7K +$17 +398 +1%
Fiera Capital (Canada)
982
Fiera Capital (Canada)
Quebec, Canada
$1.55K -$121 -2,887 -7%
MUS
983
Mitsubishi UFJ Securities
Japan
$1K -$1.5K -30 -60%
HF
984
Hoxton Financial
West Virginia
$1K – – –
FNBOO
985
First National Bank of Omaha
Nebraska
$832 – – –
FHC
986
First Heartland Consultants
Missouri
$216 -$7 -172 -3%
SCM
987
Stevens Capital Management
Pennsylvania
– -$18.7M -421,532 Closed
Millennium Management
988
Millennium Management
New York
– -$10.6M -238,299 Closed
BCM
989
Bridgeway Capital Management
Texas
– -$8.34M -188,300 Closed
OH
990
Orbis Holdings
Bermuda
– -$8.26M -186,607 Closed
MME
991
Meag Munich Ergo
Germany
– -$6.35M -143,746 Closed
FAAM
992
First Allied Asset Management
California
– -$5.82M -130,600 Closed
GCP
993
GSA Capital Partners
United Kingdom
– -$5.67M -128,031 Closed
QIM
994
Quantitative Investment Management
Virginia
– -$5.6M -126,400 Closed
CC
995
Cipher Capital
New York
– -$5.22M -117,907 Closed
PAM
996
Princeton Alpha Management
New Jersey
– -$4.25M -96,079 Closed
Walleye Trading
997
Walleye Trading
New York
– -$4.05M -91,501 Closed
Cohen & Steers
998
Cohen & Steers
New York
– -$3.74M -84,357 Closed
MIM
999
Macroview Investment Management
Maryland
– -$3.4M -76,662 Closed
HC
1000
HHG & Company
Connecticut
– -$2.89M -65,191 Closed
38 39
40
41 42