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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 %
PI
126
Putnam Investments
Massachusetts
$15.7M +$961K +22,927 +7%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$15.6M +$4.89M +116,602 +46%
TSU
128
TD Securities (USA)
New York
$15.4M +$1.72M +40,978 +13%
WG
129
Welch Group
Alabama
$15.3M +$736K +17,573 +5%
BSPF
130
British Steel Pension Fund
United Kingdom
$15.1M – – –
National Pension Service
131
National Pension Service
South Korea
$14.9M +$2.09M +49,858 +16%
US Bancorp
132
US Bancorp
Minnesota
$14.9M +$364K +8,678 +3%
SOMRS
133
State of Michigan Retirement System
Michigan
$14.8M +$54.5K +1,300 +0.4%
EARNEST Partners
134
EARNEST Partners
Georgia
$14.6M -$1.05M -24,996 -7%
Allianz Asset Management
135
Allianz Asset Management
Germany
$14.5M +$6.12M +146,150 +73%
UCFA
136
United Capital Financial Advisors
Texas
$14.4M +$323K +7,712 +2%
AAMU
137
Amundi Asset Management US
Massachusetts
$14.4M +$14.1M +337,584 +6,734%
HighTower Advisors
138
HighTower Advisors
Illinois
$14.1M +$3.4M +81,065 +32%
CA
139
Commerzbank Aktiengesellschaft
Germany
$14.1M -$59.5K -1,419 -0.4%
TPSF
140
Texas Permanent School Fund
Texas
$13.9M -$417K -9,962 -3%
BA
141
BlackRock Advisors
Delaware
$13.7M +$3.97M +94,706 +41%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$13.6M +$2.08M +49,651 +18%
BSA
143
Braun Stacey Associates
New York
$13.5M +$4.15M +99,060 +44%
Canada Pension Plan Investment Board
144
Canada Pension Plan Investment Board
Ontario, Canada
$13.2M +$1.31M +31,200 +11%
Public Sector Pension Investment Board (PSP Investments)
145
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.1M -$130K -3,100 -1%
NFA
146
Nationwide Fund Advisors
Ohio
$13M +$1.13M +26,951 +10%
CDH
147
Charles D. Hyman
$12.8M +$86.4K +2,062 +0.7%
BUB
148
BBVA USA Bancshares
Texas
$12.6M +$626K +14,946 +5%
RT
149
Rockland Trust
Massachusetts
$12.4M +$409K +9,768 +3%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$12.3M +$129K +3,070 +1%
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6
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