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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 %
HCM
426
Hengehold Capital Management
Ohio
$1.7M +$9.31K +205 +0.5%
HC
427
HHG & Company
Connecticut
$1.68M +$54.6K +1,200 +3%
OPTFSNA
428
Old Point Trust & Financial Services N A
Virginia
$1.66M +$277K +6,100 +20%
DL
429
Delta Lloyd
Netherlands
$1.65M +$163K +3,600 +11%
BKBG
430
BHF Kleinwort Benson Group
Belgium
$1.65M -$189K -5,700 -10%
BAM
431
Berkshire Asset Management
Pennsylvania
$1.65M +$9.08K +200 +0.6%
JG
432
Jefferies Group
New York
$1.65M +$1.53M +33,666 +1,255%
MAA
433
Matrix Asset Advisors
New York
$1.64M +$73.8K +1,625 +5%
SCM
434
Stux Capital Management
New York
$1.64M +$90.7K +2,000 +6%
NG
435
NatWest Group
United Kingdom
$1.62M -$3.13M -68,837 -66%
MFS
436
MSI Financial Services
Massachusetts
$1.6M +$496K +10,938 +45%
CAM
437
Columbia Asset Management
Michigan
$1.6M +$53.1K +1,170 +3%
FCCM
438
First City Capital Management
Georgia
$1.6M -$6.22K -137 -0.4%
AIS
439
American Investment Services
Massachusetts
$1.59M -$1.17M -25,729 -42%
MCM
440
McRae Capital Management
New Jersey
$1.58M – – –
GT
441
Glenmede Trust
Pennsylvania
$1.57M +$11.2K +248 +0.7%
ANRIA
442
American National Registered Investment Advisor
Texas
$1.56M – – –
WPC
443
Waters Parkerson & Co
Louisiana
$1.56M -$27.9K -615 -2%
OPCM
444
Osborne Partners Capital Management
California
$1.55M +$13.2K +290 +0.9%
KT
445
Kanaly Trust
Texas
$1.54M +$48.5K +1,069 +3%
PTC
446
Private Trust Company
Ohio
$1.54M +$43.6K +960 +3%
WA
447
Waverly Advisors
Alabama
$1.52M +$99.8K +2,199 +7%
WWM
448
Willingdon Wealth Management
North Carolina
$1.51M -$721K -15,899 -32%
FQ
449
First Quadrant
California
$1.5M +$636K +14,024 +74%
FSC
450
Fiduciary Services Corp
Georgia
$1.47M -$47.2K -1,040 -3%
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