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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 %
PMG
451
ProVise Management Group
Florida
$1.7M +$354K +7,215 +26%
FCCM
452
First City Capital Management
Georgia
$1.69M +$7.91K +161 +0.5%
FC
453
FCA Corp
Texas
$1.69M +$22.4K +455 +1%
WWM
454
Willingdon Wealth Management
North Carolina
$1.69M -$70.7K -1,440 -4%
MCM
455
McRae Capital Management
New Jersey
$1.68M – – –
BBNB
456
Baker Boyer National Bank
Washington
$1.68M -$40.3K -820 -2%
Mackenzie Financial
457
Mackenzie Financial
Ontario, Canada
$1.68M +$609K +12,406 +57%
ANRIA
458
American National Registered Investment Advisor
Texas
$1.68M -$7.37K -150 -0.4%
AIS
459
American Investment Services
Massachusetts
$1.68M -$43.6K -887 -3%
WPC
460
Waters Parkerson & Co
Louisiana
$1.66M -$120K -2,450 -7%
PFP
461
Pinnacle Financial Partners
Tennessee
$1.65M +$12.6K +257 +0.8%
TCOV
462
Trust Company of Vermont
Vermont
$1.64M -$4.37K -89 -0.3%
CS
463
Candriam SCA
Luxembourg
$1.62M +$1.62M +32,979 New
CA
464
Cetera Advisors
Colorado
$1.62M +$145K +2,943 +10%
WRM
465
Westport Resources Management
Connecticut
$1.62M -$29.4K -599 -2%
NGA
466
Naples Global Advisors
Florida
$1.61M +$98.2K +2,000 +7%
ICOA
467
Investment Centers of America
North Dakota
$1.6M -$187K -3,799 -10%
SPC
468
Sigma Planning Corp
Michigan
$1.58M +$1.58M +32,107 New
MNBTD
469
Moody National Bank Trust Division
Texas
$1.58M -$3.68K -75 -0.2%
KRSITF
470
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.57M +$36.8K +749 +2%
EGM
471
Engineers Gate Manager
New York
$1.57M +$1.57M +31,956 New
OPCM
472
Osborne Partners Capital Management
California
$1.57M -$46.9K -955 -3%
FSC
473
Fiduciary Services Corp
Georgia
$1.57M -$28.7K -584 -2%
MMPW
474
Mitchell McLeod Pugh & Williams
Alabama
$1.56M +$1.56M +31,777 New
CHC
475
City Holding Co
West Virginia
$1.55M -$28.3K -577 -2%
17 18
19
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