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Southern Company
SO

Overview Fund Activity

1,040 hedge funds and large institutions have $24B invested in Southern Company in 2014 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 381 increasing their positions, 359 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+116
Holders Change %
+12.55%
% of All Funds
27.76%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
158
Increased
381
Reduced
359
Closed
32
Calls
$393M
Puts
$296M
Net Calls
+$96.7M
Net Calls Change
-$30.2M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$1.02B
2
State Street
State Street
Massachusetts
+$169M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$166M
4
BFA
BlackRock Fund Advisors
California
+$130M
5
EA
Euclid Advisors
Connecticut
+$104M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$319M
2
AAMU
Amundi Asset Management US
Massachusetts
-$74.9M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$68.9M
4
EIP
Energy Income Partners
Connecticut
-$67.6M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
301
AHL Partners
United Kingdom
$3.96M +$2.23M +45,362 +129%
FA
302
Financial Advantage
Maryland
$3.87M -$52.5K -1,069 -1%
BUB
303
BBVA USA Bancshares
Texas
$3.85M -$7.07K -144 -0.2%
OA
304
OFI Advisors
Pennsylvania
$3.84M +$936K +19,069 +32%
Neuberger Berman Group
305
Neuberger Berman Group
New York
$3.8M -$184K -3,752 -5%
WA
306
WFG Advisors
Texas
$3.74M +$248K +5,041 +7%
PDN
307
Pensionfund DSM Netherlands
Netherlands
$3.73M – – –
WC
308
Whitney & Co
New York
$3.73M +$366K +7,450 +11%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$3.73M -$310K -6,314 -8%
Cohen & Steers
310
Cohen & Steers
New York
$3.7M – – –
SMM
311
Stadion Money Management
Georgia
$3.68M +$88.7K +1,807 +2%
WIC
312
Woodmont Investment Counsel
Tennessee
$3.59M -$97.3K -1,981 -3%
OCM
313
Orleans Capital Management
Louisiana
$3.56M +$1.19M +24,181 +50%
LG
314
Laidlaw Group
New York
$3.54M -$3.44K -70 -0.1%
GW
315
GW & Wade
Massachusetts
$3.49M -$32.9K -670 -0.9%
PAG
316
Private Advisor Group
New Jersey
$3.49M -$255K -5,191 -7%
GCMG
317
Gyroscope Capital Management Group
Florida
$3.44M +$3.44M +70,018 New
DC
318
Davenport & Co
Virginia
$3.42M -$26.4K -537 -0.8%
OI
319
Oakbrook Investments
Illinois
$3.41M -$209K -4,250 -6%
DADC
320
D.A. Davidson & Co
Montana
$3.41M +$406K +8,270 +14%
BG
321
Bahl & Gaynor
Ohio
$3.4M +$21.5K +438 +0.6%
GCP
322
GSA Capital Partners
United Kingdom
$3.4M +$3.4M +69,151 New
SIG
323
Sky Investment Group
Connecticut
$3.39M -$8.35K -170 -0.2%
VHAM
324
Van Hulzen Asset Management
California
$3.39M +$431K +8,781 +15%
LMGAM
325
Liberty Mutual Group Asset Management
Massachusetts
$3.36M +$89.3K +1,819 +3%
11 12
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