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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.

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
1
Norges Bank
Norway
$452M
2
State Street
2
State Street
Massachusetts
$2.03B
3
BFA
3
BlackRock Fund Advisors
California
$607M
4
EA
4
Euclid Advisors
Connecticut
$82.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.12B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
JHC
2
JFB Holdings Corp
Georgia
$7.73M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$122M
4
LBG
4
Lloyds Banking Group
United Kingdom
$143K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$66.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$114M +$3.2M +70,600 +3%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$113M +$463K +10,200 +0.4%
Invesco
28
Invesco
Georgia
$111M +$8.7M +191,823 +9%
DPIM
29
Duff & Phelps Investment Management
Illinois
$110M +$10.4K +230 +0%
American Century Companies
30
American Century Companies
Missouri
$106M +$16.7M +368,075 +19%
EIP
31
Energy Income Partners
Connecticut
$105M -$325K -7,153 -0.3%
SC
32
Stralem & Co
New York
$103M -$10M -221,426 -9%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$103M -$2.45M -53,914 -2%
BlackRock
34
BlackRock
New York
$99.9M +$3.84M +84,596 +4%
BTS
35
BB&T Securities
Virginia
$99.2M +$9.18M +20,224 +10%
Deutsche Bank
36
Deutsche Bank
Germany
$97.7M -$10.7M -236,053 -10%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$96.7M +$6.04M +133,188 +7%
JHIU
38
Janus Henderson Investors US
Colorado
$95.2M +$15.4M +339,600 +19%
Charles Schwab
39
Charles Schwab
California
$92.8M +$3.49M +76,954 +4%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$89.9M -$817K -18,006 -0.9%
EA
41
Euclid Advisors
Connecticut
$82.4M +$82.4M +1,816,380 New
AllianceBernstein
42
AllianceBernstein
Tennessee
$78.5M +$4.39M +96,653 +6%
CS
43
Credit Suisse
Switzerland
$77.9M +$10.3M +227,375 +15%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$75.5M -$3.23M -71,097 -4%
U
45
UBS
Switzerland
$75.1M -$1.94M -42,688 -3%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$73.9M +$2.01M +44,300 +3%
TCIM
47
TIAA CREF Investment Management
New York
$71.9M -$2.97M -65,460 -4%
Barclays
48
Barclays
United Kingdom
$70.2M +$19.4M +430,129 +38%
PI
49
PGGM Investments
Netherlands
$69.9M +$40.6M +894,480 +138%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$69.9M +$41.8M +921,989 +149%
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