SO icon

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 %
B
301
Barings
North Carolina
$3.64M +$2.43M +53,600 +201%
RJFSA
302
Raymond James Financial Services Advisors
Florida
$3.6M +$82.4K +1,815 +2%
FA
303
Financial Advantage
Maryland
$3.59M -$47.5K -1,046 -1%
BUB
304
BBVA USA Bancshares
Texas
$3.58M +$26.7K +589 +0.8%
NB
305
Norinchukin Bank
Japan
$3.57M -$418K -9,209 -10%
ACM
306
Aviance Capital Management
Florida
$3.54M +$954K +21,028 +37%
IGIM
307
I.G. Investment Management
Manitoba, Canada
$3.5M -$4.49M -98,849 -56%
WIC
308
Woodmont Investment Counsel
Tennessee
$3.49M -$5.67K -125 -0.2%
OC
309
Oppenheimer & Co
New York
$3.49M -$320K -7,045 -8%
PDN
310
Pensionfund DSM Netherlands
Netherlands
$3.45M – – –
DC
311
Davenport & Co
Virginia
$3.4M +$29.8K +656 +0.9%
Neuberger Berman Group
312
Neuberger Berman Group
New York
$3.38M -$27.9M -615,145 -89%
LG
313
Laidlaw Group
New York
$3.29M +$73.3K +1,615 +2%
PA
314
Pinnacle Associates
New York
$3.28M -$20.4K -450 -0.6%
AAC
315
Asset Advisors Corp
Georgia
$3.27M -$86.2K -1,900 -3%
AI
316
Ariel Investments
Illinois
$3.2M +$3.2M +70,487 New
LSERS
317
Louisiana State Employees Retirement System
Louisiana
$3.17M -$22.7K -500 -0.7%
WA
318
WFG Advisors
Texas
$3.14M +$1.99M +43,795 +173%
BG
319
Bahl & Gaynor
Ohio
$3.09M -$173K -3,821 -5%
WC
320
Whitney & Co
New York
$3.08M +$179K +3,950 +6%
LMGAM
321
Liberty Mutual Group Asset Management
Massachusetts
$3.07M +$34.9K +769 +1%
FCM
322
Forester Capital Management
Illinois
$3.07M +$3.07M +67,580 New
Nisa Investment Advisors
323
Nisa Investment Advisors
Missouri
$3.06M -$263K -5,800 -8%
Lazard Asset Management
324
Lazard Asset Management
New York
$3.06M +$1.9M +41,809 +163%
SMM
325
Stadion Money Management
Georgia
$3.01M -$113K -2,480 -4%
11 12
13
14 15