SO icon

Southern Company
SO

Overview Fund Activity

912 hedge funds and large institutions have $19.2B invested in Southern Company in 2014 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 369 increasing their positions, 340 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+25
Holders Change %
+2.82%
% of All Funds
26.36%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.32%
New
71
Increased
369
Reduced
340
Closed
38
Calls
$232M
Puts
$127M
Net Calls
+$105M
Net Calls Change
+$46M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.56B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$144M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$457M
4
American Century Companies
American Century Companies
Missouri
$86.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.99B

Top Sellers

1
EIP
Epoch Investment Partners
New York
$111M
2
Goldman Sachs
Goldman Sachs
New York
$157M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$56.3M
4
AI
Analytic Investors
California
$25.9M
5
Macquarie Group
Macquarie Group
Australia
$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$5.52M +$208K +4,728 +4%
RCYC
227
Richard C. Young & Co
Rhode Island
$5.52M +$913K +20,771 +20%
WAM
228
World Asset Management
Michigan
$5.45M -$644K -14,654 -11%
SI
229
Stephens Inc
Arkansas
$5.41M +$526K +11,977 +11%
QI
230
QS Investors
New York
$5.41M -$514K -11,700 -9%
TNBTD
231
Trustmark National Bank Trust Department
Mississippi
$5.37M -$256K -5,831 -5%
HT
232
HAP Trading
New York
$5.29M +$3.09M +70,428 +141%
UCFA
233
United Capital Financial Advisors
Texas
$5.22M +$3.55M +80,901 +214%
RJT
234
Raymond James Trust
Florida
$5.14M +$123K +2,797 +2%
GHA
235
GW Henssler & Associates
Georgia
$5.11M +$651K +14,818 +15%
ACM
236
Argent Capital Management
Missouri
$5.1M +$283K +6,445 +6%
GGPS
237
Gary Goldberg Planning Services
New York
$5.1M +$2.02M +45,958 +66%
HNB
238
Huntington National Bank
Ohio
$5.08M +$47.7K +1,086 +0.9%
NMERB
239
New Mexico Educational Retirement Board
New Mexico
$5.07M +$5.07M +115,337 New
ABC
240
Associated Banc-Corp
Wisconsin
$5.05M +$380K +8,652 +8%
TNB
241
Thomasville National Bank
Georgia
$5.03M +$588K +13,373 +13%
CAM
242
Carret Asset Management
New York
$5.01M +$189K +4,295 +4%
VanEck Associates
243
VanEck Associates
New York
$4.95M +$4.95M +112,540 New
NPA
244
Nichols & Pratt Advisers
Massachusetts
$4.94M +$61.9K +1,410 +1%
TC
245
Travelers Companies
Minnesota
$4.92M – – –
KBC Group
246
KBC Group
Belgium
$4.89M -$4.39M -99,938 -47%
PR
247
Payden & Rygel
California
$4.85M -$690K -15,700 -12%
BRCM
248
Bright Rock Capital Management
Massachusetts
$4.83M +$87.9K +2,000 +2%
NCM
249
Nebula Capital Management
Connecticut
$4.81M -$1.93M -44,550 -29%
GIA
250
Gateway Investment Advisers
Ohio
$4.79M -$108K -2,456 -2%
8 9
10
11 12