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Southern Company
SO

Overview Fund Activity

924 hedge funds and large institutions have $19.8B invested in Southern Company in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 418 increasing their positions, 318 reducing their positions, and 56 closing their positions.

Holders
924
Holders Change
-29
Holders Change %
-3.04%
% of All Funds
26.83%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
38
Increased
418
Reduced
318
Closed
56
Calls
$264M
Puts
$137M
Net Calls
+$127M
Net Calls Change
-$258M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B
2
Franklin Resources
2
Franklin Resources
California
$1.63B
3
CA
3
Cortland Advisers
Delaware
$43.7M
4
Deutsche Bank
4
Deutsche Bank
Germany
$137M
5
Ameriprise
5
Ameriprise
Minnesota
$86.2M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$231M
2
State Street
2
State Street
Massachusetts
$1.87B
3
EA
3
Euclid Advisors
Connecticut
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
26
Wellington Management Group
Massachusetts
$116M -$62.5M -1,432,316 -35%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$111M +$1.42M +32,500 +1%
Invesco
28
Invesco
Georgia
$111M +$4.19M +95,945 +4%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$110M +$1.39M +31,740 +1%
JHIU
30
Janus Henderson Investors US
Colorado
$107M +$15.7M +360,700 +17%
DPIM
31
Duff & Phelps Investment Management
Illinois
$106M -$14.4K -330 -0%
BTS
32
BB&T Securities
Virginia
$105M +$9.83M +22,518 +10%
American Century Companies
33
American Century Companies
Missouri
$101M -$868K -19,877 -0.8%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$99.5M +$477K +10,926 +0.5%
EIP
35
Energy Income Partners
Connecticut
$98M -$2.93M -67,073 -3%
Charles Schwab
36
Charles Schwab
California
$92.5M +$3.26M +74,705 +4%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$89.3M -$3.66M -83,879 -4%
BlackRock
38
BlackRock
New York
$88.5M -$7.64M -174,992 -8%
Ameriprise
39
Ameriprise
Minnesota
$86.2M +$41.4M +948,242 +92%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$85.2M -$1.31M -29,973 -2%
CS
41
Credit Suisse
Switzerland
$84.2M +$9.22M +211,334 +12%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$83.3M +$19.5M +446,339 +31%
GC
43
Guggenheim Capital
Illinois
$82M +$17.9M +410,061 +28%
RJA
44
Raymond James & Associates
Florida
$79.2M +$22M +504,272 +38%
SC
45
Stralem & Co
New York
$76.9M -$22.3M -509,800 -22%
AllianceBernstein
46
AllianceBernstein
Tennessee
$76.6M +$1.07M +24,590 +1%
AAMU
47
Amundi Asset Management US
Massachusetts
$74.9M +$28.3M +649,189 +61%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$74.1M +$3.05M +69,835 +4%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$72.5M -$116K -2,651 -0.2%
U
50
UBS
Switzerland
$71.8M -$427K -9,792 -0.6%
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