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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.

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
1
Americafirst Capital Management
California
$1.02B
2
State Street
2
State Street
Massachusetts
$2.27B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$189M
4
BFA
4
BlackRock Fund Advisors
California
$748M
5
EA
5
Euclid Advisors
Connecticut
$104M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.52B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$91M
4
EIP
4
Energy Income Partners
Connecticut
$42.7M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$142M -$3.25M -66,100 -2%
Invesco
27
Invesco
Georgia
$140M +$15.2M +309,760 +12%
AI
28
Analytic Investors
California
$140M +$61.5M +1,252,888 +79%
EIP
29
Epoch Investment Partners
New York
$139M +$1.58M +32,268 +1%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$135M +$1.97M +37,636 +1%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$127M -$3.15M -64,225 -2%
Renaissance Technologies
32
Renaissance Technologies
New York
$122M +$87.2M +1,774,700 +249%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$121M -$3.33M -67,756 -3%
BTS
34
BB&T Securities
Virginia
$121M +$2.42M +4,918 +2%
DPIM
35
Duff & Phelps Investment Management
Illinois
$119M -$50.6K -1,030 -0%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$116M +$2.1M +42,137 +2%
Charles Schwab
37
Charles Schwab
California
$110M +$5.54M +112,748 +5%
BlackRock
38
BlackRock
New York
$106M +$6.39M +130,180 +6%
EA
39
Euclid Advisors
Connecticut
$104M +$104M +2,123,940 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$101M +$7.35M +149,573 +8%
Prudential Financial
41
Prudential Financial
New Jersey
$101M +$35.3M +718,330 +54%
Ameriprise
42
Ameriprise
Minnesota
$99.1M +$2.19M +44,569 +2%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$98.6M -$1.96M -39,946 -2%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$91M -$68.9M -1,403,847 -43%
RJA
45
Raymond James & Associates
Florida
$90.3M +$1.19M +24,183 +1%
GC
46
Guggenheim Capital
Illinois
$86.4M -$5.87M -119,616 -6%
AllianceBernstein
47
AllianceBernstein
Tennessee
$85.2M -$947K -19,283 -1%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$84.1M +$784K +15,972 +0.9%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$81.7M +$182K +3,697 +0.2%
TCIM
50
TIAA CREF Investment Management
New York
$81.1M +$5.33M +108,488 +7%
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