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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 %
CCC
376
Chelsea Counsel Company
California
$2.19M -$86.2K -1,900 -4%
MCM
377
Murphy Capital Management
New Jersey
$2.18M -$42.2K -930 -2%
MM
378
Midas Management
New York
$2.16M – – –
MCM
379
Maryland Capital Management
Maryland
$2.15M +$119K +2,630 +6%
CAM
380
Congress Asset Management
Massachusetts
$2.14M +$67.1K +1,479 +3%
SBWIC
381
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.12M +$63.5K +1,400 +3%
BFM
382
Boston Financial Management
Massachusetts
$2.1M +$69K +1,520 +3%
WC
383
Woodstock Corp
Massachusetts
$2.1M – – –
WSTAM
384
Wilbanks Smith & Thomas Asset Management
Virginia
$2.09M +$38.2K +841 +2%
MJRIC
385
Mogy Joel R Investment Counsel
California
$2.06M +$27.2K +600 +1%
BMO
386
Beck Mack & Oliver
New York
$2.06M -$36.3K -800 -2%
1IC
387
1919 Investment Counsel
Maryland
$2.05M -$267K -5,872 -11%
SWP
388
Stratos Wealth Partners
Ohio
$2.05M +$2.05M +45,330 New
MSS
389
Mitchell Sinkler & Starr
Pennsylvania
$2.04M – – –
STC
390
SEI Trust Company
Pennsylvania
$2.03M -$1.32M -29,181 -39%
Parallax Volatility Advisers
391
Parallax Volatility Advisers
California
$2.02M +$1.65M +36,449 +454%
FNBOO
392
First National Bank of Omaha
Nebraska
$2.01M -$4.04M -89,132 -67%
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$2.01M -$169K -3,727 -8%
CCM
394
Catawba Capital Management
Virginia
$2M +$62.9K +1,385 +3%
DnB Asset Management
395
DnB Asset Management
Norway
$1.97M +$1.97M +43,306 New
DD
396
Dominick & Dominick
New York
$1.96M +$90.7K +2,000 +5%
RHFI
397
Reilly Herbert Faulkner III
$1.96M +$71K +1,564 +4%
PCM
398
Parsons Capital Management
Rhode Island
$1.95M -$396K -8,734 -17%
William Blair & Company
399
William Blair & Company
Illinois
$1.92M -$209K -4,599 -10%
CTA
400
Colonial Trust Advisors
South Carolina
$1.92M -$145K -3,200 -7%
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