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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 %
FCM
326
Forester Capital Management
Illinois
$3.34M +$3.34M +68,060 New
B
327
BancorpSouth
Mississippi
$3.34M +$31.1K +634 +0.9%
LSERS
328
Louisiana State Employees Retirement System
Louisiana
$3.33M -$54K -1,100 -2%
KRS
329
Kentucky Retirement Systems
Kentucky
$3.29M -$137K -2,794 -4%
MIM
330
Macroview Investment Management
Maryland
$3.27M +$374K +7,615 +13%
M
331
MOTCO
Texas
$3.27M -$154K -3,135 -5%
DC
332
Deere & Company
Illinois
$3.2M +$2.09M +42,575 +188%
HB
333
Homrich & Berg
Georgia
$3.2M -$21.4K -436 -0.7%
VAM
334
Visionary Asset Management
Texas
$3.19M +$3.19M +65,012 New
BF
335
BOK Financial
Oklahoma
$3.13M +$6.14K +125 +0.2%
PA
336
Pinnacle Associates
New York
$3.12M -$30.1K -612 -1%
EFS
337
Essex Financial Services
Connecticut
$3.12M +$1.13M +22,951 +57%
BG
338
Bollard Group
Massachusetts
$3.08M +$148K +3,016 +5%
CAN
339
Cetera Advisor Networks
California
$3.08M -$1.14M -23,244 -27%
TL
340
Tirschwell & Loewy
New York
$3.07M -$162K -3,300 -5%
FB
341
Fulton Bank
Pennsylvania
$2.98M -$1.87K -38 -0.1%
NIM
342
NXG Investment Management
Texas
$2.97M – – –
CAM
343
Capstone Asset Management
Texas
$2.96M +$288K +5,870 +11%
RWM
344
Rench Wealth Management
Texas
$2.91M -$6.24K -127 -0.2%
BIA
345
Biondo Investment Advisors
Pennsylvania
$2.89M +$49.6K +1,010 +2%
HC
346
HHG & Company
Connecticut
$2.88M +$420K +8,559 +17%
KIA
347
KCM Investment Advisors
California
$2.88M -$1.23K -25 -0%
PAM
348
Peninsula Asset Management
Florida
$2.86M -$3.68K -75 -0.1%
WBC
349
Westpac Banking Corp
Australia
$2.84M -$68.8K -1,400 -2%
OC
350
Oppenheimer & Co
New York
$2.83M -$900K -18,328 -24%
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