SO icon

Southern Company
SO

Overview Fund Activity

924 hedge funds and large institutions have $19.8B invested in Southern Company in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 418 increasing their positions, 318 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
-29
Holders Change %
-3.04%
% of All Funds
26.83%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
38
Increased
418
Reduced
318
Closed
56
Calls
$264M
Puts
$137M
Net Calls
+$127M
Net Calls Change
-$258M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$113M
2
Franklin Resources
Franklin Resources
California
+$78.9M
3
CA
Cortland Advisers
Delaware
+$43.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$42.6M
5
Ameriprise
Ameriprise
Minnesota
+$41.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$204M
2
State Street
State Street
Massachusetts
-$84.6M
3
EA
Euclid Advisors
Connecticut
-$82.4M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$69.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
326
BOK Financial
Oklahoma
$2.77M +$2.88K +66 +0.1%
DADC
327
D.A. Davidson & Co
Montana
$2.67M +$80.3K +1,840 +3%
FB
328
Fulton Bank
Pennsylvania
$2.65M -$131 -3 -0%
NIM
329
NXG Investment Management
Texas
$2.64M – – –
VHAM
330
Van Hulzen Asset Management
California
$2.63M +$230K +5,274 +10%
BG
331
Bollard Group
Massachusetts
$2.61M +$190K +4,359 +8%
I
332
IberiaBank
Louisiana
$2.6M -$72.2K -1,654 -3%
RWM
333
Rench Wealth Management
Texas
$2.59M +$98.3K +2,253 +4%
WBC
334
Westpac Banking Corp
Australia
$2.58M -$80.1K -1,834 -3%
OA
335
OFI Advisors
Pennsylvania
$2.58M +$346K +7,927 +16%
MIM
336
Macroview Investment Management
Maryland
$2.57M +$41.7K +956 +2%
SLI
337
Sumitomo Life Insurance
Japan
$2.57M -$70.4K -1,612 -3%
KIA
338
KCM Investment Advisors
California
$2.56M -$93.8K -2,150 -4%
PAM
339
Peninsula Asset Management
Florida
$2.54M +$6.77K +155 +0.3%
FCI
340
Financial Counselors Inc
Kansas
$2.53M +$272K +6,230 +12%
BIA
341
Biondo Investment Advisors
Pennsylvania
$2.52M +$136K +3,124 +6%
AL
342
Agran Libbie
California
$2.51M -$119K -2,725 -5%
SCM
343
Stuyvesant Capital Management
New York
$2.51M +$2.51M +57,500 New
B
344
Barings
North Carolina
$2.51M -$995K -22,800 -28%
AIP
345
ARS Investment Partners
New York
$2.47M +$83.4K +1,910 +3%
BFEC
346
Benjamin F. Edwards & Company
Missouri
$2.46M +$143K +3,267 +6%
AAC
347
Asset Advisors Corp
Georgia
$2.45M -$694K -15,900 -22%
TMAM
348
Tokio Marine Asset Management
Japan
$2.41M -$107K -2,447 -4%
CAM
349
Capstone Asset Management
Texas
$2.38M +$30.5K +700 +1%
PRCM
350
Pine River Capital Management
Minnesota
$2.37M -$2.32M -53,084 -49%
12 13
14
15 16