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Southern Company
SO

Overview Fund Activity

924 hedge funds and large institutions have $19.8B invested in Southern Company in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 418 increasing their positions, 318 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
-29
Holders Change %
-3.04%
% of All Funds
26.83%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
38
Increased
418
Reduced
318
Closed
56
Calls
$264M
Puts
$137M
Net Calls
+$127M
Net Calls Change
-$258M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.16B
2
Franklin Resources
Franklin Resources
California
$1.63B
3
CA
Cortland Advisers
Delaware
$43.7M
4
Deutsche Bank
Deutsche Bank
Germany
$137M
5
Ameriprise
Ameriprise
Minnesota
$86.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$231M
2
State Street
State Street
Massachusetts
$1.87B
3
EA
Euclid Advisors
Connecticut
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
226
Livforsakringsbolaget Skandia
Sweden
$5.61M – – –
Truist Financial
227
Truist Financial
North Carolina
$5.5M -$244K -5,584 -4%
GIA
228
Gateway Investment Advisers
Ohio
$5.42M +$6.11K +140 +0.1%
PR
229
Payden & Rygel
California
$5.36M +$760K +17,400 +17%
EIA
230
Edgemoor Investment Advisors
Maryland
$5.34M +$1.62M +37,225 +44%
TNBTD
231
Trustmark National Bank Trust Department
Mississippi
$5.32M -$11K -252 -0.2%
HPC
232
HM Payson & Co
Maine
$5.29M +$1.63M +37,430 +45%
ACM
233
Argent Capital Management
Missouri
$5.22M +$134K +3,080 +3%
NMERB
234
New Mexico Educational Retirement Board
New Mexico
$5.19M +$157K +3,600 +3%
GHA
235
GW Henssler & Associates
Georgia
$5.19M +$366K +8,392 +8%
ABC
236
Associated Banc-Corp
Wisconsin
$5.18M +$13.4K +306 +0.3%
NPA
237
Nichols & Pratt Advisers
Massachusetts
$5.17M +$26.2K +600 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
238
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.16M -$1.22M -28,000 -19%
CBOA
239
Commonwealth Bank of Australia
Australia
$5.16M +$236K +5,400 +5%
DekaBank Deutsche Girozentrale
240
DekaBank Deutsche Girozentrale
Germany
$5.15M +$1.53M +34,967 +42%
RJT
241
Raymond James Trust
Florida
$5.15M -$80.7K -1,849 -2%
GH
242
GAM Holding
Switzerland
$5.11M +$979K +22,424 +24%
SIM
243
Sentry Investment Management
Wisconsin
$5.1M +$112K +2,571 +2%
UCFA
244
United Capital Financial Advisors
Texas
$5.06M -$89.4K -2,047 -2%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$5.06M +$717K +16,415 +16%
BCM
246
Brookmont Capital Management
Texas
$5.05M -$96K -2,199 -2%
B
247
BP
United Kingdom
$5.02M +$655K +15,000 +15%
ACM
248
Aviance Capital Management
Florida
$5.01M +$1.6M +36,667 +47%
AI
249
Ariel Investments
Illinois
$4.98M +$1.9M +43,584 +62%
BCM
250
Buckhead Capital Management
Georgia
$4.98M -$894K -20,472 -15%
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