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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 %
ELC
201
Edgar Lomax Company
Virginia
$6.81M -$96.4K -2,300 -1%
URS
202
Utah Retirement Systems
Utah
$6.78M +$101K +2,400 +2%
BCM
203
Buckhead Capital Management
Georgia
$6.77M +$969K +23,120 +17%
Truist Financial
204
Truist Financial
North Carolina
$6.66M +$433K +10,339 +7%
RA
205
RFG Advisory
Alabama
$6.6M +$3.09M +73,631 +88%
Korea Investment Corp
206
Korea Investment Corp
South Korea
$6.57M – – –
Creative Planning
207
Creative Planning
Kansas
$6.52M +$159K +3,788 +2%
TH
208
Timber Hill
Connecticut
$6.52M +$5.11M +122,005 +364%
EIA
209
Edgemoor Investment Advisors
Maryland
$6.43M +$1.36M +32,341 +27%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$6.41M +$139K +3,317 +2%
SI
211
Stephens Inc
Arkansas
$6.38M -$259K -6,173 -4%
LCM
212
Laurion Capital Management
New York
$6.29M +$6M +143,122 +2,045%
TNB
213
Thomasville National Bank
Georgia
$6.22M +$208K +4,959 +3%
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$6.21M +$153K +3,654 +3%
ACM
215
Argent Capital Management
Missouri
$6.18M -$23.8K -568 -0.4%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$6.15M +$77.8K +1,856 +1%
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$6.08M +$1.29M +30,900 +27%
GXMC
218
Global X Management Company
New York
$6.07M +$791K +18,871 +15%
N
219
Natixis
France
$6.01M -$1.77M -42,321 -23%
Caisse de Depot et Placement du Quebec (CDPQ)
220
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6M +$3.84M +91,600 +178%
GHA
221
GW Henssler & Associates
Georgia
$5.99M +$544K +12,978 +10%
Envestnet Asset Management
222
Envestnet Asset Management
Illinois
$5.98M -$2.06M -49,258 -26%
MAM
223
Martingale Asset Management
Massachusetts
$5.96M -$821K -19,597 -12%
NEAM
224
New England Asset Management
Connecticut
$5.86M +$448K +10,700 +8%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$5.74M +$310K +7,389 +6%
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