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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 %
TMAM
351
Tokio Marine Asset Management
Japan
$2.62M -$274K -6,045 -9%
FAAS
352
First Allied Advisory Services
California
$2.62M -$214K -4,690 -8%
PAG
353
Private Advisor Group
New Jersey
$2.61M +$382K +8,412 +17%
RWM
354
Rench Wealth Management
Texas
$2.59M +$138K +3,030 +6%
Nomura Holdings
355
Nomura Holdings
Japan
$2.58M -$3.95M -87,244 -60%
BG
356
Bollard Group
Massachusetts
$2.51M +$47.1K +1,038 +2%
VHAM
357
Van Hulzen Asset Management
California
$2.5M +$59.5K +1,310 +2%
BIA
358
Biondo Investment Advisors
Pennsylvania
$2.48M +$182K +4,018 +8%
AIP
359
ARS Investment Partners
New York
$2.48M -$35.4K -780 -1%
CAM
360
Capstone Asset Management
Texas
$2.44M -$619K -13,636 -20%
NB
361
NBT Bank
New York
$2.42M -$85.1K -1,875 -3%
BFEC
362
Benjamin F. Edwards & Company
Missouri
$2.41M +$1.22M +26,960 +103%
CCFCSB
363
Cape Cod Five Cents Savings Bank
Massachusetts
$2.41M +$45 +1 +0%
PSUF
364
People's United Financial
Connecticut
$2.4M +$130K +2,871 +6%
GXMC
365
Global X Management Company
New York
$2.39M +$766K +16,880 +47%
FCI
366
Financial Counselors Inc
Kansas
$2.35M +$20K +440 +0.9%
OA
367
OFI Advisors
Pennsylvania
$2.32M +$524K +11,545 +29%
LIA
368
LS Investment Advisors
Michigan
$2.31M -$68.9K -1,519 -3%
PWW
369
Pettyjohn Wood & White
Virginia
$2.3M +$47.6K +1,050 +2%
HA
370
Hamel Associates
New Jersey
$2.27M +$237K +5,225 +12%
V
371
Veritable
Delaware
$2.25M -$59.2K -1,305 -3%
SFT
372
Simmons First Trust
Arkansas
$2.22M +$422K +9,292 +23%
CFB
373
Cullen/Frost Bankers
Texas
$2.21M -$34.1K -751 -2%
QI
374
Quotient Investors
New York
$2.19M +$308K +6,797 +16%
APFBOT
375
Amica Pension Fund Board of Trustees
Rhode Island
$2.19M – – –
13 14
15
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