SO icon

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 %
DD
401
Dominick & Dominick
New York
$1.81M +$15.4K +350 +0.9%
GIP
402
Greatmark Investment Partners
Georgia
$1.8M – – –
SCM
403
Stonebridge Capital Management
California
$1.79M +$483K +11,000 +37%
Connor, Clark & Lunn Investment Management (CC&L)
404
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.77M +$742K +15,300 +72%
SFG
405
SNS Financial Group
Minnesota
$1.77M -$86.7K -1,973 -5%
RBC
406
Ronald Blue & Co
Georgia
$1.77M -$69K -1,571 -4%
DIA
407
Dean Investment Associates
Ohio
$1.76M -$6.68K -152 -0.4%
BBNB
408
Baker Boyer National Bank
Washington
$1.76M -$1.58K -36 -0.1%
SAM
409
Sequent Asset Management
Texas
$1.76M -$18.7K -425 -1%
BKBG
410
BHF Kleinwort Benson Group
Belgium
$1.75M +$1.75M +55,500 New
SSB
411
Sandy Spring Bank
Maryland
$1.74M +$31.1K +708 +2%
OA
412
OFI Advisors
Pennsylvania
$1.74M +$81.1K +1,845 +5%
SFT
413
Simmons First Trust
Arkansas
$1.74M +$1.29M +29,373 +288%
AIM
414
abrdn Investment Management
United Kingdom
$1.73M +$23K +523 +1%
Fiera Capital (Canada)
415
Fiera Capital (Canada)
Quebec, Canada
$1.72M -$158K -3,600 -8%
IA
416
Icon Advisers
Colorado
$1.71M – – –
BA
417
Bennicas & Associates
California
$1.69M -$165K -3,750 -9%
RIG
418
Roosevelt Investment Group
New York
$1.69M -$5.49K -125 -0.3%
WFMPM
419
Woodley Farra Manion Portfolio Management
Indiana
$1.67M +$31.4K +715 +2%
HCM
420
Hengehold Capital Management
Ohio
$1.64M +$1.64M +37,294 New
HKIM
421
Hayek Kallen Investment Management
Alabama
$1.64M -$21.7K -493 -1%
BAM
422
Berkshire Asset Management
Pennsylvania
$1.59M -$4.04K -92 -0.3%
HC
423
HHG & Company
Connecticut
$1.57M +$168K +3,829 +12%
GXMC
424
Global X Management Company
New York
$1.57M +$1.57M +35,705 New
FCCM
425
First City Capital Management
Georgia
$1.55M +$571 +13 +0%
15 16
17
18 19