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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.

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
1
Franklin Resources
California
$1.56B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$144M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$457M
4
American Century Companies
4
American Century Companies
Missouri
$86.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.99B

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$111M
2
Goldman Sachs
2
Goldman Sachs
New York
$157M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$56.3M
4
AI
4
Analytic Investors
California
$25.9M
5
Macquarie Group
5
Macquarie Group
Australia
$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
26
Epoch Investment Partners
New York
$111M -$101M -2,290,234 -48%
SC
27
Stralem & Co
New York
$110M -$3.32M -75,500 -3%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$109M – – –
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$109M +$1M +22,390 +0.9%
DPIM
30
Duff & Phelps Investment Management
Illinois
$107M +$7.69M +175,000 +8%
Deutsche Bank
31
Deutsche Bank
Germany
$105M -$5.84M -132,896 -5%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$102M +$322K +7,327 +0.3%
EIP
33
Energy Income Partners
Connecticut
$102M +$4.73M +107,629 +5%
Invesco
34
Invesco
Georgia
$98.7M +$872K +19,843 +0.9%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$93.2M +$33.1M +753,320 +55%
BlackRock
36
BlackRock
New York
$93M +$14.5K +329 +0%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$87.9M +$6.41M +145,981 +8%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$87.8M -$5.23K -119 -0%
BTS
39
BB&T Securities
Virginia
$87.2M +$3.75M +8,538 +4%
American Century Companies
40
American Century Companies
Missouri
$86.9M +$65.3M +1,487,124 +304%
Charles Schwab
41
Charles Schwab
California
$86.4M +$4.63M +105,326 +6%
JHIU
42
Janus Henderson Investors US
Colorado
$77.2M -$7.25M -165,100 -9%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$76.2M -$2.79M -63,543 -4%
U
44
UBS
Switzerland
$74.6M +$11.8M +269,153 +19%
TCIM
45
TIAA CREF Investment Management
New York
$72.5M -$6.89M -156,811 -9%
AllianceBernstein
46
AllianceBernstein
Tennessee
$71.7M -$1.47M -33,465 -2%
JHC
47
JFB Holdings Corp
Georgia
$70.3M +$30M +683,662 +75%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$69.6M +$330K +7,500 +0.5%
CS
49
Credit Suisse
Switzerland
$65.4M -$7.92M -180,257 -11%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$63.3M -$91.3K -2,078 -0.1%
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