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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 %
VV
451
Verity & Verity
South Carolina
$1.33M -$17.6K -400 -1%
SCCM
452
Schafer Cullen Capital Management
New York
$1.33M – – –
MERSOM
453
Municipal Employees' Retirement System of Michigan
Michigan
$1.32M +$61.5K +1,400 +5%
TCOV
454
Trust Company of Vermont
Vermont
$1.32M +$99K +2,255 +8%
FFBTD
455
First Financial Bank - Trust Division
Ohio
$1.31M +$45.7K +1,040 +4%
CTA
456
Chesley Taft & Associates
Illinois
$1.31M -$17.6K -400 -1%
NPC
457
National Planning Corporation
California
$1.3M -$20.5K -473 -2%
CHC
458
City Holding Co
West Virginia
$1.3M -$23.1K -525 -2%
BPC
459
Banque Pictet & Cie
Switzerland
$1.29M -$177K -4,028 -12%
ONB
460
Old National Bancorp
Indiana
$1.27M -$22K -500 -2%
CA
461
CapWealth Advisors
Tennessee
$1.26M +$6.59K +150 +0.5%
MC
462
Middleton & Co
Massachusetts
$1.26M +$101K +2,300 +9%
AF
463
Aldebaran Financial
$1.26M -$8.79K -200 -0.7%
AW
464
ACG Wealth
Georgia
$1.24M -$58.7K -1,337 -5%
SC
465
SouthState Corp
Florida
$1.22M -$38.6K -878 -3%
IH
466
IFC Holdings
Florida
$1.22M +$49.6K +1,141 +4%
FC
467
FCA Corp
Texas
$1.21M +$1.21M +27,550 New
PNC
468
Park National Corp
Ohio
$1.21M +$225K +5,117 +23%
BCM
469
Brookstone Capital Management
Illinois
$1.21M +$172K +3,912 +17%
IC
470
Inverness Counsel
New York
$1.2M -$29.4K -670 -2%
NAM
471
NTV Asset Management
West Virginia
$1.2M +$62.8K +1,429 +6%
SC
472
Scotia Capital
Ontario, Canada
$1.2M +$81.7K +1,858 +7%
CIM
473
CenturyLink Investment Management
Colorado
$1.19M -$102K -2,320 -8%
CI
474
Conning Inc
Connecticut
$1.19M +$61.1K +1,390 +5%
SAM
475
Shamrock Asset Management
Texas
$1.19M -$46.9K -1,067 -4%
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