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Southern Company
SO

Overview Fund Activity

953 hedge funds and large institutions have $20.7B invested in Southern Company in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 414 increasing their positions, 308 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
+41
Holders Change %
+4.5%
% of All Funds
27.41%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.43%
New
82
Increased
414
Reduced
308
Closed
37
Calls
$534M
Puts
$150M
Net Calls
+$384M
Net Calls Change
+$279M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$235M
2
State Street
State Street
Massachusetts
+$168M
3
BFA
BlackRock Fund Advisors
California
+$83.3M
4
EA
Euclid Advisors
Connecticut
+$82.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$64.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$234M
2
JHC
JFB Holdings Corp
Georgia
-$64.9M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$36.4M
4
LBG
Lloyds Banking Group
United Kingdom
-$32.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
Carret Asset Management
New York
$5.22M +$42.1K +927 +0.8%
ST
252
Spot Trading
Illinois
$5.2M +$5.2M +114,572 New
SIM
253
Sentry Investment Management
Wisconsin
$5.19M +$2.84M +62,520 +121%
BRCM
254
Bright Rock Capital Management
Massachusetts
$5.17M +$182K +4,000 +4%
CBOA
255
Commonwealth Bank of Australia
Australia
$5.12M -$11.4M -250,969 -69%
TC
256
Travelers Companies
Minnesota
$5.08M – – –
PAM
257
Panagora Asset Management
Massachusetts
$5.08M -$1.01M -22,293 -17%
NCM
258
Nebula Capital Management
Connecticut
$5.04M – – –
KBC Group
259
KBC Group
Belgium
$5.03M -$19.7K -434 -0.4%
GHA
260
GW Henssler & Associates
Georgia
$5.02M -$257K -5,655 -5%
CP
261
Corbenic Partners
Pennsylvania
$4.97M +$71.7K +1,580 +1%
BCM
262
Birmingham Capital Management
Alabama
$4.9M +$43.1K +950 +0.9%
PRCM
263
Pine River Capital Management
Minnesota
$4.87M +$4.6M +101,454 +1,720%
Janus Henderson Group
264
Janus Henderson Group
United Kingdom
$4.82M – – –
PA
265
Profund Advisors
Maryland
$4.81M +$1.4M +30,936 +41%
Thrivent Financial for Lutherans
266
Thrivent Financial for Lutherans
Minnesota
$4.8M -$3.3M -72,736 -41%
HNB
267
Huntington National Bank
Ohio
$4.8M -$450K -9,909 -9%
PR
268
Payden & Rygel
California
$4.78M -$227K -5,000 -5%
ANI
269
American National Insurance
Texas
$4.64M – – –
KCM
270
Kanawha Capital Management
Virginia
$4.63M +$46.5K +1,025 +1%
OIM
271
Opus Investment Management
Massachusetts
$4.63M +$681K +15,000 +17%
CB
272
Commerce Bank
Missouri
$4.63M +$14.8K +325 +0.3%
B
273
BP
United Kingdom
$4.54M +$454K +10,000 +11%
SGAM
274
Steinberg Global Asset Management
Florida
$4.53M +$261K +5,747 +6%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$4.52M -$325K -7,171 -7%
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