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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 %
HFS
151
HL Financial Services
Kentucky
$12.3M 293,468 +4,685 +2%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$12M 286,518 +259,248 +951%
ORIO
153
Old Republic International (ORI)
Illinois
$11.8M 282,700 – –
Macquarie Group
154
Macquarie Group
Australia
$11.8M 282,000 +1,200 +0.4%
GIA
155
Gateway Investment Advisers
Ohio
$11.5M 273,323 -712 -0.3%
HIMCH
156
Hartford Investment Management Co (HIMCO)
Connecticut
$11.3M 269,619 +19,556 +8%
Asset Management One
157
Asset Management One
Japan
$11.2M 267,842 -2,399 -0.9%
T
158
Thomaspartners
Massachusetts
$11.2M 267,731 -47,458 -15%
AG
159
Aperio Group
California
$11M 262,857 -362 -0.1%
OTPPB
160
Ontario Teachers' Pension Plan Board
Ontario, Canada
$11M 261,334 +24,604 +10%
BTS
161
BB&T Securities
Virginia
$10.9M 260,729 +27,528 +12%
GIBU
162
Gulf International Bank (UK)
United Kingdom
$10.8M 258,662 – –
BNP Paribas Asset Management
163
BNP Paribas Asset Management
France
$10.7M 255,669 -38,601 -13%
JG
164
Jefferies Group
New York
$10.7M 255,631 +137,637 +117%
Lazard Asset Management
165
Lazard Asset Management
New York
$10.5M 250,401 +26,417 +12%
CAI
166
Capital Advisors Inc
Oklahoma
$10.5M 249,678 +15,723 +7%
LTFS
167
Ladenburg Thalmann Financial Services
Florida
$10.1M 239,195 -19,253 -7%
CCMH
168
Cornerstone Capital Management Holdings
New York
$10M 239,613 -109,804 -31%
BAM
169
Bruderman Asset Management
New York
$9.98M 238,250 +13,856 +6%
CIA
170
Capital Investment Advisors
Georgia
$9.67M 230,799 +10,872 +5%
KeyBank National Association
171
KeyBank National Association
Ohio
$9.62M 229,697 -3,865 -2%
CIC
172
Crawford Investment Counsel
Georgia
$9.6M 228,994 +20,375 +10%
FFIC
173
First Fiduciary Investment Counsel
Ohio
$9.48M 226,306 +3,480 +2%
IRF
174
IBM Retirement Fund
New York
$9.29M 221,823 +2,830 +1%
PR
175
Payden & Rygel
California
$9.16M 218,500 -56,700 -21%
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