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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 %
MIU
326
Man Investments (UK)
United Kingdom
$3M +$630K +13,876 +27%
GW
327
GW & Wade
Massachusetts
$2.97M +$68.6K +1,512 +2%
MAM
328
Martingale Asset Management
Massachusetts
$2.97M +$274K +6,027 +10%
B
329
BancorpSouth
Mississippi
$2.96M +$122K +2,695 +4%
HB
330
Homrich & Berg
Georgia
$2.96M +$60.6K +1,336 +2%
TL
331
Tirschwell & Loewy
New York
$2.9M +$13.6K +300 +0.5%
BF
332
BOK Financial
Oklahoma
$2.88M -$387K -8,536 -12%
CC
333
Cipher Capital
New York
$2.86M +$2.86M +62,972 New
Zurich Cantonal Bank
334
Zurich Cantonal Bank
Switzerland
$2.85M -$210K -4,626 -7%
I
335
IberiaBank
Louisiana
$2.77M +$3.45K +76 +0.1%
WBC
336
Westpac Banking Corp
Australia
$2.77M +$68.8K +1,517 +3%
KIA
337
KCM Investment Advisors
California
$2.76M +$46.5K +1,025 +2%
FB
338
Fulton Bank
Pennsylvania
$2.76M +$11.4K +251 +0.4%
NIM
339
NXG Investment Management
Texas
$2.75M – – –
SLI
340
Sumitomo Life Insurance
Japan
$2.75M +$14.3K +315 +0.5%
BA
341
Bridgewater Associates
Connecticut
$2.74M +$2.74M +60,400 New
AL
342
Agran Libbie
California
$2.74M -$37.8K -833 -1%
ERSOT
343
Employees Retirement System of Texas
Texas
$2.72M -$953K -21,000 -26%
1IA
344
1834 Investment Advisors
Wisconsin
$2.72M -$876K -19,311 -24%
DADC
345
D.A. Davidson & Co
Montana
$2.69M +$149K +3,285 +6%
SIG
346
Sky Investment Group
Connecticut
$2.69M -$474K -10,443 -15%
Nuveen Asset Management
347
Nuveen Asset Management
Illinois
$2.66M -$1.55M -34,188 -37%
PAM
348
Peninsula Asset Management
Florida
$2.64M -$86.6K -1,909 -3%
MIM
349
Macroview Investment Management
Maryland
$2.63M +$346K +7,615 +15%
O
350
OppenheimerFunds
New York
$2.62M -$4.77M -105,000 -65%
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