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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 %
ONB
451
Old National Bancorp
Indiana
$1.47M +$153K +3,366 +12%
FC
452
FCA Corp
Texas
$1.46M +$214K +4,710 +17%
UR
453
USCA RIA
Texas
$1.44M -$101K -2,220 -7%
KRSITF
454
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.42M +$34.2K +754 +2%
MNBTD
455
Moody National Bank Trust Division
Texas
$1.42M – – –
FTIOP
456
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.42M +$5.04K +111 +0.4%
WRM
457
Westport Resources Management
Connecticut
$1.42M +$928K +20,448 +190%
PG
458
PEAK6 Group
Illinois
$1.41M +$1.14M +25,090 +413%
TBNY
459
Trustco Bank (New York)
New York
$1.41M -$46.5K -1,025 -3%
TCOV
460
Trust Company of Vermont
Vermont
$1.41M +$45.5K +1,002 +3%
CNBT
461
Canandaigua National Bank & Trust
New York
$1.4M -$17.2K -379 -1%
VV
462
Verity & Verity
South Carolina
$1.4M +$22K +485 +2%
NPC
463
National Planning Corporation
California
$1.4M +$32.9K +725 +2%
SCCM
464
Schafer Cullen Capital Management
New York
$1.39M +$12.3K +270 +0.9%
RBA
465
Richard Bernstein Advisors
New York
$1.38M – – –
CIM
466
CenturyLink Investment Management
Colorado
$1.38M +$145K +3,192 +12%
UB
467
UMB Bank
Missouri
$1.37M -$96.3K -2,123 -7%
MERSOM
468
Municipal Employees' Retirement System of Michigan
Michigan
$1.37M – – –
CTA
469
Chesley Taft & Associates
Illinois
$1.36M +$11.3K +250 +0.8%
CHC
470
City Holding Co
West Virginia
$1.35M +$75.7K +1,750 +6%
MA
471
MUFG Americas
New York
$1.35M -$81.7K -1,799 -6%
DC
472
Deere & Company
Illinois
$1.35M -$1.57M -34,625 -54%
Toronto Dominion Bank
473
Toronto Dominion Bank
Ontario, Canada
$1.35M -$59K -1,300 -4%
CA
474
Cetera Advisors
Colorado
$1.34M +$273K +5,994 +26%
MC
475
Moors & Cabot
Massachusetts
$1.33M +$186K +4,080 +16%
17 18
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