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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 %
PGFC
276
Peapack-Gladstone Financial Corp
New Jersey
$3.95M -$280K -6,364 -7%
WB
277
WesBanco Bank
West Virginia
$3.93M +$28.6K +650 +0.7%
CTC
278
Central Trust Company
Missouri
$3.89M -$70.5K -1,605 -2%
FNT
279
First National Trust
Pennsylvania
$3.88M -$74.1K -1,686 -2%
M&T Bank
280
M&T Bank
New York
$3.86M +$97.7K +2,224 +3%
NB
281
Norinchukin Bank
Japan
$3.86M +$169K +3,835 +5%
HPC
282
HM Payson & Co
Maine
$3.84M +$480K +10,920 +14%
TH
283
TCTC Holdings
Texas
$3.83M +$1.88M +42,700 +96%
OIM
284
Opus Investment Management
Massachusetts
$3.82M – – –
NIA
285
Northstar Investment Advisors
Colorado
$3.79M +$137K +3,126 +4%
CAN
286
Cetera Advisor Networks
California
$3.78M +$663K +15,074 +21%
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$3.77M +$150K +3,410 +4%
OC
288
Oppenheimer & Co
New York
$3.69M +$676K +15,373 +22%
AMI
289
Amica Mutual Insurance
Rhode Island
$3.62M – – –
ERSOT
290
Employees Retirement System of Texas
Texas
$3.56M -$4.26M -97,000 -54%
OH
291
Orbis Holdings
Bermuda
$3.55M +$3.55M +80,879 New
Canada Pension Plan Investment Board
292
Canada Pension Plan Investment Board
Ontario, Canada
$3.53M -$3.71M -84,493 -51%
FA
293
Financial Advantage
Maryland
$3.52M +$327K +7,443 +10%
1IA
294
1834 Investment Advisors
Wisconsin
$3.48M +$412K +9,369 +13%
MWR
295
McAdams Wright Ragen
Washington
$3.47M +$99.5K +2,264 +3%
BUB
296
BBVA USA Bancshares
Texas
$3.44M -$903K -20,557 -21%
RJFSA
297
Raymond James Financial Services Advisors
Florida
$3.41M +$229K +5,221 +7%
WIC
298
Woodmont Investment Counsel
Tennessee
$3.39M +$241K +5,481 +8%
PDN
299
Pensionfund DSM Netherlands
Netherlands
$3.34M -$321K -7,300 -9%
PA
300
Profund Advisors
Maryland
$3.29M +$201K +4,572 +6%
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