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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 Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1051
Jane Street
New York
– – -4,587 Closed
GIM
1052
Greylin Investment Management
Virginia
– – -4,350 Closed
BLAM
1053
Bourne Lent Asset Management
New York
– – -2,831 Closed
CLOS
1054
Compagnie Lombard Odier SCmA
Switzerland
– – -2,752 Closed
NYLT
1055
New York Life Trust
New York
– – -2,026 Closed
CYG
1056
Clean Yield Group
Vermont
– – -565 Closed
SFPIA
1057
Stevens First Principles Investment Advisors
California
– – -500 Closed
UFA
1058
US Financial Advisors
Massachusetts
– – -453 Closed
CCA
1059
Catalyst Capital Advisors
New York
– – -440 Closed
SEC
1060
Seven Eight Capital
New York
– – -428 Closed
PCM
1061
Prelude Capital Management
New York
– – -220 Closed
IRS
1062
Invictus RG (Singapore)
Singapore
– – -200 Closed
CFSG
1063
Community Financial Services Group
Vermont
– – -18 Closed
PFG
1064
Piershale Financial Group
Illinois
– – -12 Closed
TDC
1065
Thompson Davis & Co
Virginia
– – – –
CF
1066
CenterStar Fund
Illinois
– – – –
ED
1067
Exane Derivatives
France
– – – –
BCFS
1068
Butensky & Cohen Financial Security
Florida
– – – –
LM
1069
Luminus Management
Texas
– – – –
ZP
1070
Zimmer Partners
New York
– – – –
QCG
1071
Quadrant Capital Group
Ohio
$0 41 +41 New
39 40 41 42
43