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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 %
TMAM
326
Tokio Marine Asset Management
Japan
$2.8M -$517K -11,761 -16%
HB
327
Homrich & Berg
Georgia
$2.8M -$31.8K -723 -1%
TL
328
Tirschwell & Loewy
New York
$2.8M +$15.4K +350 +0.6%
B
329
BancorpSouth
Mississippi
$2.75M -$1.15M -26,169 -30%
FAAS
330
First Allied Advisory Services
California
$2.73M -$210K -4,785 -7%
AL
331
Agran Libbie
California
$2.69M -$151K -3,430 -5%
I
332
IberiaBank
Louisiana
$2.68M +$151K +3,439 +6%
AL
333
Airain Ltd
Guernsey
$2.68M -$2.72M -61,957 -50%
AIS
334
American Investment Services
Massachusetts
$2.67M +$154K +3,503 +6%
QI
335
Qualcomm Inc
California
$2.66M – – –
FB
336
Fulton Bank
Pennsylvania
$2.66M -$107K -2,446 -4%
NIM
337
NXG Investment Management
Texas
$2.66M – – –
SLI
338
Sumitomo Life Insurance
Japan
$2.64M -$223K -5,080 -8%
PAM
339
Peninsula Asset Management
Florida
$2.64M -$56.3K -1,281 -2%
KIA
340
KCM Investment Advisors
California
$2.63M -$2.33K -53 -0.1%
WBC
341
Westpac Banking Corp
Australia
$2.61M +$211K +4,804 +9%
MAM
342
Martingale Asset Management
Massachusetts
$2.61M – – –
CIA
343
CSat Investment Advisory
Michigan
$2.52M -$1.09M -24,855 -30%
ACM
344
Aviance Capital Management
Florida
$2.51M +$2.11M +48,124 +538%
DADC
345
D.A. Davidson & Co
Montana
$2.46M +$39.7K +904 +2%
AIP
346
ARS Investment Partners
New York
$2.43M -$564K -12,845 -19%
NB
347
NBT Bank
New York
$2.42M -$45.3K -1,032 -2%
BAAM
348
Baker Avenue Asset Management
California
$2.39M +$550K +12,520 +30%
BG
349
Bollard Group
Massachusetts
$2.39M +$15.1K +344 +0.6%
RWM
350
Rench Wealth Management
Texas
$2.38M +$125K +2,839 +6%
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