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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 %
Verition Fund Management
1026
Verition Fund Management
Connecticut
– -$458K -10,348 Closed
PC
1027
Passport Capital
California
– -$392K -8,850 Closed
QAM
1028
Quantres Asset Management
Cayman Islands
– -$381K -8,600 Closed
BFM
1029
Boothbay Fund Management
New York
– -$358K -8,088 Closed
MCM
1030
MAI Capital Management
Ohio
– -$331K -7,476 Closed
SCA
1031
Salient Capital Advisors
Texas
– -$316K -7,139 Closed
RMCM
1032
Reynders McVeigh Capital Management
Massachusetts
– -$310K -6,993 Closed
GS
1033
GAM Systematic
United Kingdom
– -$295K -6,666 Closed
FMC
1034
First Merchants Corp
Indiana
– -$264K -5,981 Closed
MSU
1035
Maple Securities USA
New Jersey
– -$254K -5,728 Closed
CBU
1036
CIBC Bank USA
Illinois
– -$248K -5,621 Closed
Rafferty Asset Management
1037
Rafferty Asset Management
New York
– -$241K -5,440 Closed
BRM
1038
Boston Research & Management
Massachusetts
– -$237K -5,370 Closed
RCWMU
1039
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$235K -5,300 Closed
PFS
1040
Prospera Financial Services
Texas
– -$216K -5,226 Closed
STMM
1041
South Texas Money Management
Texas
– -$228K -5,155 Closed
BDF
1042
Balasa Dinverno & Foltz
– -$224K -5,056 Closed
NFG
1043
Nadler Financial Group
Illinois
– -$223K -5,035 Closed
ACA
1044
Anchor Capital Advisors
Massachusetts
– -$221K -5,000 Closed
PP
1045
Patten & Patten
Tennessee
– -$221K -4,991 Closed
MIC
1046
Meridian Investment Counsel
California
– -$219K -4,952 Closed
CCG
1047
Cypress Capital Group
Florida
– -$215K -4,851 Closed
DT
1048
Diversified Trust
Tennessee
– -$208K -4,702 Closed
Luther King Capital Management (LKCM)
1049
Luther King Capital Management (LKCM)
Texas
– -$207K -4,668 Closed
DLHL
1050
Donald L. Hagan LLC
Florida
– -$205K -4,620 Closed
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