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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 %
TCT
376
TIAA CREF Trust
Missouri
$2.41M +$1.2M +24,480 +100%
RMA
377
Roffman Miller Associates
Pennsylvania
$2.4M -$4.79M -97,570 -67%
LIA
378
LS Investment Advisors
Michigan
$2.39M +$6.04K +123 +0.3%
SFT
379
Simmons First Trust
Arkansas
$2.39M -$35.2K -717 -1%
Toronto Dominion Bank
380
Toronto Dominion Bank
Ontario, Canada
$2.38M +$971K +19,778 +69%
APFBOT
381
Amica Pension Fund Board of Trustees
Rhode Island
$2.37M – – –
CCC
382
Chelsea Counsel Company
California
$2.36M -$4.91K -100 -0.2%
CP
383
Corbenic Partners
Pennsylvania
$2.35M -$1.5M -30,624 -39%
TWA
384
Tillar-Wenstrup Advisors
Ohio
$2.34M +$2.34M +47,660 New
MCM
385
Maryland Capital Management
Maryland
$2.34M -$13.8K -280 -0.6%
JPMPWA
386
J.P. Morgan Private Wealth Advisors
California
$2.34M -$213K -4,328 -8%
MM
387
Midas Management
New York
$2.33M – – –
QI
388
Quotient Investors
New York
$2.32M -$49.1K -1,000 -2%
V
389
Veritable
Delaware
$2.32M -$34.1K -695 -1%
SBWIC
390
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.31M -$14.7K -300 -0.6%
TB
391
Terril Brothers
Missouri
$2.26M +$2.26M +46,107 New
WSTAM
392
Wilbanks Smith & Thomas Asset Management
Virginia
$2.26M +$688 +14 +0%
CFB
393
Cullen/Frost Bankers
Texas
$2.24M -$160K -3,256 -7%
MJRIC
394
Mogy Joel R Investment Counsel
California
$2.21M -$22.4K -456 -1%
RHFI
395
Reilly Herbert Faulkner III
$2.19M +$96.1K +1,956 +5%
WC
396
Woodstock Corp
Massachusetts
$2.19M -$54K -1,100 -2%
CC
397
Cipher Capital
New York
$2.18M +$811K +16,511 +59%
MCM
398
Murphy Capital Management
New Jersey
$2.17M -$83.9K -1,709 -4%
UR
399
USCA RIA
Texas
$2.16M -$44.2K -900 -2%
CCM
400
Catawba Capital Management
Virginia
$2.16M – – –
14 15
16
17 18