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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.

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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$230M
2
State Street
State Street
Massachusetts
$1.76B
3
Prudential Financial
Prudential Financial
New Jersey
$49.9M
4
Morgan Stanley
Morgan Stanley
New York
$121M
5
Renaissance Technologies
Renaissance Technologies
New York
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
176
QCI Asset Management
New York
$9M +$427K +10,200 +5%
Credit Agricole
177
Credit Agricole
France
$8.97M -$2.38M -56,903 -21%
SG Americas Securities
178
SG Americas Securities
New York
$8.83M +$2.69M +64,301 +44%
Nomura Asset Management
179
Nomura Asset Management
Japan
$8.64M -$180K -4,300 -2%
EIM
180
ExxonMobil Investment Management
Texas
$8.45M -$720K -17,178 -8%
B
181
BP
United Kingdom
$8.38M -$2.51M -60,000 -23%
PIA
182
Piedmont Investment Advisors
North Carolina
$8.26M +$8.26M +197,188 New
QI
183
Qualcomm Inc
California
$8.11M +$8.11M +193,600 New
FAF
184
Fjarde Ap-fonden
Sweden
$8.03M -$246K -5,863 -3%
IC
185
InterOcean Capital
Illinois
$8.01M +$227K +5,414 +3%
BFG
186
Beacon Financial Group
Texas
$7.73M +$1.07M +25,601 +16%
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$7.71M +$126K +3,001 +2%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$7.7M +$7.7M +183,672 New
OPERF
189
Oregon Public Employees Retirement Fund
Oregon
$7.63M +$247K +5,900 +3%
FAAS
190
First Allied Advisory Services
California
$7.53M +$5.28M +124,822 +235%
Calamos Advisors
191
Calamos Advisors
Illinois
$7.48M -$390K -9,319 -5%
IG
192
ING Group
Netherlands
$7.4M -$16.9K -403 -0.2%
SIM
193
Sadoff Investment Management
Wisconsin
$7.4M +$179K +4,275 +2%
WIC
194
Willis Investment Counsel
Georgia
$7.4M +$134K +3,200 +2%
FMLI
195
Fukoku Mutual Life Insurance
Japan
$7.29M +$2.74M +65,500 +60%
AT
196
Acadia Trust
Maine
$7.19M +$234K +5,578 +3%
Wellington Management Group
197
Wellington Management Group
Massachusetts
$7.15M -$30.2M -721,316 -81%
DILH
198
Dai-ichi Life Holdings
Japan
$7.03M +$6.11M +145,756 +663%
LIM
199
Leavell Investment Management
Alabama
$6.94M +$119K +2,832 +2%
EVM
200
Eaton Vance Management
Massachusetts
$6.85M -$4.01M -95,770 -37%
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