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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 %
VHAM
351
Van Hulzen Asset Management
California
$2.36M +$2.36M +53,684 New
CCFCSB
352
Cape Cod Five Cents Savings Bank
Massachusetts
$2.33M -$157K -3,580 -6%
DCM
353
Dupont Capital Management
Delaware
$2.33M – – –
SAG
354
Sterne Agee Group
Alabama
$2.3M +$835K +18,999 +57%
LIA
355
LS Investment Advisors
Michigan
$2.3M +$317K +7,214 +16%
MIU
356
Man Investments (UK)
United Kingdom
$2.29M +$2.29M +52,203 New
VKH
357
Virtu KCG Holdings
New York
$2.28M +$1.35M +30,653 +144%
SIM
358
Sentry Investment Management
Wisconsin
$2.28M – – –
PCM
359
Parsons Capital Management
Rhode Island
$2.28M -$313K -7,115 -12%
FCI
360
Financial Counselors Inc
Kansas
$2.26M +$274K +6,242 +14%
1IC
361
1919 Investment Counsel
Maryland
$2.25M -$58.9K -1,341 -3%
V
362
Veritable
Delaware
$2.24M +$27.8K +633 +1%
DJSG
363
D.J. St. Germain
Massachusetts
$2.23M -$31.9K -725 -1%
BIA
364
Biondo Investment Advisors
Pennsylvania
$2.23M +$454K +10,331 +26%
MIM
365
Macroview Investment Management
Maryland
$2.21M +$1.39M +31,724 +170%
PSUF
366
People's United Financial
Connecticut
$2.2M -$237K -5,399 -10%
CCC
367
Chelsea Counsel Company
California
$2.2M +$1.71M +39,018 +353%
SGC
368
South Georgia Capital
Illinois
$2.19M -$373K -8,500 -15%
PWW
369
Pettyjohn Wood & White
Virginia
$2.18M +$57.1K +1,300 +3%
CFB
370
Cullen/Frost Bankers
Texas
$2.17M +$135K +3,082 +7%
WWM
371
Willingdon Wealth Management
North Carolina
$2.16M +$239K +5,445 +12%
PAG
372
Private Advisor Group
New Jersey
$2.15M +$64.1K +1,458 +3%
MCM
373
Murphy Capital Management
New Jersey
$2.15M -$135K -3,083 -6%
APFBOT
374
Amica Pension Fund Board of Trustees
Rhode Island
$2.12M – – –
SYBT
375
Stock Yards Bank & Trust
Kentucky
$2.1M +$22.5K +512 +1%
13 14
15
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