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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 %
MM
376
Midas Management
New York
$2.09M – – –
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$2.08M +$2.08M +47,992 New
CCM
378
Cadence Capital Management
Massachusetts
$2.08M -$353K -8,027 -15%
PJSIMP
379
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.07M -$121K -2,749 -6%
William Blair & Company
380
William Blair & Company
Illinois
$2.06M +$42.6K +969 +2%
EFS
381
Essex Financial Services
Connecticut
$2.04M -$56.5K -1,286 -3%
WC
382
Woodstock Corp
Massachusetts
$2.03M -$213K -4,850 -9%
BMO
383
Beck Mack & Oliver
New York
$2.03M -$681K -15,497 -25%
JPMPWA
384
J.P. Morgan Private Wealth Advisors
California
$2.02M +$43.8K +998 +2%
CAM
385
Congress Asset Management
Massachusetts
$2.01M -$102K -2,325 -5%
CTA
386
Colonial Trust Advisors
South Carolina
$2M -$66.6K -1,516 -3%
SBWIC
387
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.99M +$297K +6,750 +18%
WSTAM
388
Wilbanks Smith & Thomas Asset Management
Virginia
$1.98M +$110K +2,497 +6%
MSS
389
Mitchell Sinkler & Starr
Pennsylvania
$1.97M -$11K -250 -0.6%
MJRIC
390
Mogy Joel R Investment Counsel
California
$1.97M +$61.5K +1,400 +3%
HA
391
Hamel Associates
New Jersey
$1.97M +$76.9K +1,750 +4%
BFM
392
Boston Financial Management
Massachusetts
$1.97M +$247K +5,627 +14%
MCM
393
Maryland Capital Management
Maryland
$1.96M -$40.6K -925 -2%
CCM
394
Catawba Capital Management
Virginia
$1.87M +$114K +2,585 +6%
DHFB
395
Dixon Hubard Feinour & Brown
Virginia
$1.86M -$12.5K -285 -0.7%
WAM
396
Wood Asset Management
Florida
$1.84M -$231K -5,267 -11%
FAM
397
Fred Alger Management
New York
$1.84M -$43.9K -1,000 -2%
MBTD
398
Mechanics Bank - Trust Department
California
$1.83M +$38.4K +875 +2%
RHFI
399
Reilly Herbert Faulkner III
$1.83M +$24.2K +550 +1%
QI
400
Quotient Investors
New York
$1.82M – – –
14 15
16
17 18