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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 %
PTC
426
Private Trust Company
Ohio
$1.95M +$248K +5,043 +15%
MBTD
427
Mechanics Bank - Trust Department
California
$1.92M -$41.3K -840 -2%
RIG
428
Roosevelt Investment Group
New York
$1.92M +$3.34K +68 +0.2%
SSB
429
Sandy Spring Bank
Maryland
$1.91M +$11.4K +232 +0.6%
QI
430
QS Investors
New York
$1.9M -$3.26M -66,320 -63%
BKA
431
Brick & Kyle Associates
Pennsylvania
$1.88M +$1.88M +38,211 New
GT
432
Glenmede Trust
Pennsylvania
$1.87M +$161K +3,271 +9%
CIM
433
CenturyLink Investment Management
Colorado
$1.87M – – –
HCM
434
Hengehold Capital Management
Ohio
$1.85M -$27K -550 -1%
BA
435
Bennicas & Associates
California
$1.84M -$4.91K -100 -0.3%
SA
436
Strategic Advisors
New York
$1.84M +$501K +10,199 +37%
MFS
437
MSI Financial Services
Massachusetts
$1.83M -$40.1K -817 -2%
OPTFSNA
438
Old Point Trust & Financial Services N A
Virginia
$1.8M -$34.4K -700 -2%
MC
439
Moors & Cabot
Massachusetts
$1.79M +$226K +4,585 +14%
William Blair & Company
440
William Blair & Company
Illinois
$1.78M +$19.5K +398 +1%
UB
441
UMB Bank
Missouri
$1.78M +$30.6K +624 +2%
BCP
442
Blue Chip Partners
Michigan
$1.77M +$1.77M +36,117 New
CTA
443
Colonial Trust Advisors
South Carolina
$1.77M -$318K -6,475 -15%
ONB
444
Old National Bancorp
Indiana
$1.77M -$124K -2,526 -7%
SEI Investments
445
SEI Investments
Pennsylvania
$1.76M +$1.76M +35,890 New
CAM
446
Columbia Asset Management
Michigan
$1.75M -$30.2K -615 -2%
DCM
447
Dupont Capital Management
Delaware
$1.74M – – –
KT
448
Kanaly Trust
Texas
$1.74M +$38.9K +792 +2%
NPC
449
National Planning Corporation
California
$1.72M -$14.5K -289 -0.8%
MA
450
Marshwinds Advisory
Georgia
$1.7M +$19.8K +403 +1%
16 17
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