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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
+$146M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$140M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
4
American Century Companies
American Century Companies
Missouri
+$65.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$51.5M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$101M
2
Goldman Sachs
Goldman Sachs
New York
-$75.3M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$44.5M
4
AI
Analytic Investors
California
-$29.8M
5
Macquarie Group
Macquarie Group
Australia
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
251
Corbenic Partners
Pennsylvania
$4.74M -$125K -2,840 -3%
NI
252
Nepsis Inc
Minnesota
$4.71M +$4.71M +108,218 New
BCM
253
Birmingham Capital Management
Alabama
$4.7M +$231K +5,265 +5%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$4.69M +$297K +6,764 +7%
BCM
255
Brookmont Capital Management
Texas
$4.68M -$254K -5,777 -5%
Janus Henderson Group
256
Janus Henderson Group
United Kingdom
$4.66M +$1.22M +27,777 +35%
AAM
257
Advisors Asset Management
Colorado
$4.64M +$734K +16,706 +19%
BFG
258
Beacon Financial Group
Texas
$4.61M +$100K +2,311 +2%
NG
259
NatWest Group
United Kingdom
$4.59M -$2.31M -52,630 -34%
Citigroup
260
Citigroup
New York
$4.55M -$5.37M -122,134 -54%
PI
261
Placemark Investments
Illinois
$4.52M -$2.11M -48,032 -32%
ANI
262
American National Insurance
Texas
$4.49M – – –
GIM
263
Gyrus Investment Management
Ontario, Canada
$4.48M -$58.2K -1,200 -1%
CB
264
Commerce Bank
Missouri
$4.47M -$82.5K -1,877 -2%
CIC
265
Crawford Investment Counsel
Georgia
$4.44M +$583K +13,265 +15%
KCM
266
Kanawha Capital Management
Virginia
$4.44M +$226K +5,150 +5%
FNFDCM
267
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.3M -$127K -2,897 -3%
MOACM
268
Mutual of America Capital Management
New York
$4.22M +$19.6K +445 +0.5%
BFA
269
Bragg Financial Advisors
North Carolina
$4.19M +$156K +3,556 +4%
GH
270
GAM Holding
Switzerland
$4.16M -$6.28K -143 -0.2%
SGAM
271
Steinberg Global Asset Management
Florida
$4.13M +$966K +21,975 +30%
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$4.11M -$181K -4,118 -4%
FBB
273
Fulton Breakefield Broenniman
Maryland
$4.09M +$2.9K +66 +0.1%
Nuveen Asset Management
274
Nuveen Asset Management
Illinois
$4.07M -$288K -6,564 -7%
B
275
BP
United Kingdom
$3.95M – – –
9 10
11
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