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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 %
OCM
426
Orleans Capital Management
Louisiana
$1.55M +$57.2K +1,302 +4%
WPC
427
Waters Parkerson & Co
Louisiana
$1.53M -$107K -2,431 -7%
MCM
428
McRae Capital Management
New Jersey
$1.53M -$17.6K -400 -1%
MAA
429
Matrix Asset Advisors
New York
$1.52M +$64.4K +1,466 +4%
ANRIA
430
American National Registered Investment Advisor
Texas
$1.51M -$22K -500 -1%
GT
431
Glenmede Trust
Pennsylvania
$1.5M -$17.9K -408 -1%
SCM
432
Stux Capital Management
New York
$1.5M +$1.5M +34,100 New
CAM
433
Columbia Asset Management
Michigan
$1.5M +$1.5M +34,075 New
UR
434
USCA RIA
Texas
$1.49M +$260K +5,915 +21%
OPCM
435
Osborne Partners Capital Management
California
$1.49M -$54.9K -1,250 -4%
FSC
436
Fiduciary Services Corp
Georgia
$1.47M -$32.7K -745 -2%
PTC
437
Private Trust Company
Ohio
$1.45M +$13.2K +300 +0.9%
KT
438
Kanaly Trust
Texas
$1.44M -$4.83K -110 -0.3%
DL
439
Delta Lloyd
Netherlands
$1.44M +$137K +3,107 +10%
UB
440
UMB Bank
Missouri
$1.42M +$139K +3,172 +11%
TBNY
441
Trustco Bank (New York)
New York
$1.41M -$25.4K -579 -2%
Toronto Dominion Bank
442
Toronto Dominion Bank
Ontario, Canada
$1.39M -$431K -9,614 -24%
MA
443
MUFG Americas
New York
$1.39M -$478K -10,870 -26%
MNBTD
444
Moody National Bank Trust Division
Texas
$1.38M -$22K -500 -2%
WA
445
Waverly Advisors
Alabama
$1.37M +$161K +3,670 +13%
FTIOP
446
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.37M -$22K -500 -2%
CNBT
447
Canandaigua National Bank & Trust
New York
$1.37M +$73.4K +1,670 +6%
KRSITF
448
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.35M -$26.9K -612 -2%
OPTFSNA
449
Old Point Trust & Financial Services N A
Virginia
$1.34M -$13.2K -300 -1%
RBA
450
Richard Bernstein Advisors
New York
$1.33M +$253K +5,767 +24%
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