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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 %
DC
301
Davenport & Co
Virginia
$3.27M -$34K -774 -1%
STC
302
SEI Trust Company
Pennsylvania
$3.25M +$106K +2,402 +3%
AAC
303
Asset Advisors Corp
Georgia
$3.25M -$2.2M -49,950 -40%
KRS
304
Kentucky Retirement Systems
Kentucky
$3.23M +$35.4K +805 +1%
Nisa Investment Advisors
305
Nisa Investment Advisors
Missouri
$3.22M -$925K -21,050 -22%
PA
306
Pinnacle Associates
New York
$3.19M -$4.35K -99 -0.1%
BF
307
BOK Financial
Oklahoma
$3.16M -$58.7K -1,337 -2%
BG
308
Bahl & Gaynor
Ohio
$3.16M -$488K -11,096 -13%
LG
309
Laidlaw Group
New York
$3.12M +$173K +3,936 +6%
CC
310
Cornerstone Capital
California
$3.1M +$1.66M +37,755 +115%
CCA
311
Catalyst Capital Advisors
New York
$3.09M +$351K +8,000 +13%
LSERS
312
Louisiana State Employees Retirement System
Louisiana
$3.09M -$26.4K -600 -0.8%
SIG
313
Sky Investment Group
Connecticut
$3.06M +$72.3K +1,645 +2%
BPGAM
314
BTG Pactual Global Asset Management
Bermuda
$3.03M +$3.03M +69,000 New
FAAM
315
First Allied Asset Management
California
$3.03M +$3.03M +69,400 New
SMM
316
Stadion Money Management
Georgia
$3.03M -$146K -3,331 -5%
WTB
317
Washington Trust Bank
Washington
$2.98M +$2.98M +67,894 New
Zurich Cantonal Bank
318
Zurich Cantonal Bank
Switzerland
$2.97M +$423K +9,628 +17%
CAM
319
Capstone Asset Management
Texas
$2.96M -$1.32M -30,150 -31%
LMGAM
320
Liberty Mutual Group Asset Management
Massachusetts
$2.94M +$298K +6,774 +11%
MME
321
Meag Munich Ergo
Germany
$2.93M -$78.6K -1,790 -3%
FCAM
322
F&C Asset Management
United Kingdom
$2.87M +$217K +4,939 +8%
DC
323
Deere & Company
Illinois
$2.83M -$515K -11,716 -15%
GW
324
GW & Wade
Massachusetts
$2.81M +$62.5K +1,423 +2%
WC
325
Whitney & Co
New York
$2.81M +$145K +3,300 +5%
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