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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 %
FAM
401
Fred Alger Management
New York
$1.9M – – –
DCM
402
Dupont Capital Management
Delaware
$1.89M -$518K -11,412 -22%
GIP
403
Greatmark Investment Partners
Georgia
$1.87M +$10.3K +227 +0.6%
SCM
404
Stonebridge Capital Management
California
$1.87M +$26.1K +575 +1%
DHFB
405
Dixon Hubard Feinour & Brown
Virginia
$1.86M -$56.7K -1,250 -3%
EFS
406
Essex Financial Services
Connecticut
$1.86M -$246K -5,417 -12%
JPMPWA
407
J.P. Morgan Private Wealth Advisors
California
$1.84M -$249K -5,496 -12%
BBNB
408
Baker Boyer National Bank
Washington
$1.83M +$13.6K +300 +0.7%
RBC
409
Ronald Blue & Co
Georgia
$1.83M +$1.59K +35 +0.1%
MBTD
410
Mechanics Bank - Trust Department
California
$1.83M -$61.2K -1,350 -3%
PNC
411
Park National Corp
Ohio
$1.82M +$576K +12,699 +46%
SAM
412
Sequent Asset Management
Texas
$1.82M – – –
WFMPM
413
Woodley Farra Manion Portfolio Management
Indiana
$1.82M +$96.2K +2,120 +6%
DIA
414
Dean Investment Associates
Ohio
$1.81M -$13.7K -301 -0.7%
SAG
415
Sterne Agee Group
Alabama
$1.8M -$579K -12,763 -24%
NIMI
416
Natixis Investment Managers International
France
$1.8M +$758K +16,705 +73%
HKIM
417
Hayek Kallen Investment Management
Alabama
$1.8M +$107K +2,368 +6%
RIG
418
Roosevelt Investment Group
New York
$1.78M +$38.8K +855 +2%
Fiera Capital (Canada)
419
Fiera Capital (Canada)
Quebec, Canada
$1.77M -$681 -15 -0%
SSB
420
Sandy Spring Bank
Maryland
$1.76M -$34.9K -769 -2%
SYBT
421
Stock Yards Bank & Trust
Kentucky
$1.76M -$409K -9,015 -19%
OCM
422
Orleans Capital Management
Louisiana
$1.74M +$143K +3,150 +9%
AIM
423
abrdn Investment Management
United Kingdom
$1.72M -$66.4K -1,464 -4%
PJSIMP
424
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.71M -$423K -9,329 -20%
BA
425
Bennicas & Associates
California
$1.71M -$38.6K -850 -2%
15 16
17
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