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Southern Company
SO

Overview Fund Activity

1,040 hedge funds and large institutions have $24B invested in Southern Company in 2014 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 381 increasing their positions, 359 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+116
Holders Change %
+12.55%
% of All Funds
27.76%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
158
Increased
381
Reduced
359
Closed
32
Calls
$393M
Puts
$296M
Net Calls
+$96.7M
Net Calls Change
-$30.2M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$1.02B
2
State Street
State Street
Massachusetts
+$169M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$166M
4
BFA
BlackRock Fund Advisors
California
+$130M
5
EA
Euclid Advisors
Connecticut
+$104M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$319M
2
AAMU
Amundi Asset Management US
Massachusetts
-$74.9M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$68.9M
4
EIP
Energy Income Partners
Connecticut
-$67.6M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$6.85M -$802K -16,322 -10%
TNB
227
Thomasville National Bank
Georgia
$6.75M +$6.29K +128 +0.1%
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$6.72M +$83.5K +1,700 +1%
Truist Financial
229
Truist Financial
North Carolina
$6.62M +$433K +8,827 +7%
FAAM
230
First Allied Asset Management
California
$6.55M +$6.55M +132,186 New
BOH
231
Bank of Hawaii
Hawaii
$6.49M -$436K -8,877 -6%
PFC
232
Phocas Financial Corp
California
$6.39M -$251K -5,117 -4%
ERSOT
233
Employees Retirement System of Texas
Texas
$6.38M +$1.03M +21,000 +19%
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$6.3M -$822K -16,655 -12%
TNBTD
235
Trustmark National Bank Trust Department
Mississippi
$6.29M +$309K +6,289 +5%
PAM
236
Private Asset Management
California
$6.28M -$282K -5,750 -4%
GXMC
237
Global X Management Company
New York
$6.24M +$1.79M +36,346 +40%
RJT
238
Raymond James Trust
Florida
$6.22M +$429K +8,739 +7%
KBC Group
239
KBC Group
Belgium
$6.2M +$4.49M +91,365 +262%
GHA
240
GW Henssler & Associates
Georgia
$6.19M +$351K +7,148 +6%
MAM
241
Martingale Asset Management
Massachusetts
$6.11M +$2.62M +53,355 +75%
AMIM
242
Aull & Monroe Investment Management
Alabama
$6.06M -$313K -6,370 -5%
EIA
243
Edgemoor Investment Advisors
Maryland
$5.96M -$55.5K -1,131 -0.9%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$5.89M +$201K +4,103 +4%
HPC
245
HM Payson & Co
Maine
$5.79M -$160K -3,250 -3%
ABC
246
Associated Banc-Corp
Wisconsin
$5.78M -$49.9K -1,016 -0.9%
GH
247
GAM Holding
Switzerland
$5.75M – – –
UCFA
248
United Capital Financial Advisors
Texas
$5.71M +$18.3K +372 +0.3%
NPA
249
Nichols & Pratt Advisers
Massachusetts
$5.62M -$200K -4,070 -3%
SIM
250
Sentry Investment Management
Wisconsin
$5.58M -$162K -3,295 -3%
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