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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.

New
Increased
Maintained
Reduced
Closed
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
Franklin Resources
California
+$146M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$140M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
4
American Century Companies
American Century Companies
Missouri
+$65.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$51.5M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$101M
2
Goldman Sachs
Goldman Sachs
New York
-$75.3M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$44.5M
4
AI
Analytic Investors
California
-$29.8M
5
Macquarie Group
Macquarie Group
Australia
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
476
Naples Global Advisors
Florida
$1.18M +$51.7K +1,175 +5%
BHWM
477
Bar Harbor Wealth Management
New Hampshire
$1.18M -$36K -819 -3%
SA
478
Strategic Advisors
New York
$1.18M +$13.4K +305 +1%
B
479
Barings
North Carolina
$1.17M -$105K -2,400 -8%
DekaBank Deutsche Girozentrale
480
DekaBank Deutsche Girozentrale
Germany
$1.17M -$380K -8,717 -25%
AR
481
Advisory Research
Illinois
$1.16M +$73.7K +1,678 +7%
FNB
482
First Niagara Bank
New York
$1.16M -$59.3K -1,350 -5%
GIA
483
GHP Investment Advisors
Colorado
$1.16M +$25.9K +589 +2%
MA
484
Marshwinds Advisory
Georgia
$1.16M +$182K +4,145 +19%
CPSAC
485
Chas P. Smith & Associates (CPS)
Florida
$1.15M -$264K -6,000 -19%
PP
486
Palladium Partners
Virginia
$1.15M -$11K -250 -0.9%
BFEC
487
Benjamin F. Edwards & Company
Missouri
$1.15M +$443K +10,074 +62%
PFP
488
Pinnacle Financial Partners
Tennessee
$1.14M +$29.5K +672 +3%
Lazard Asset Management
489
Lazard Asset Management
New York
$1.13M – – –
AIM
490
Acropolis Investment Management
Missouri
$1.13M +$38.4K +875 +4%
WS
491
Wedbush Securities
California
$1.13M -$183K -4,155 -14%
BPBT
492
Boston Private Bank & Trust
Massachusetts
$1.12M -$253K -5,750 -18%
ICAS
493
Investors Capital Advisory Services
Massachusetts
$1.12M -$27.6K -628 -2%
FHA
494
First Horizon Advisors
Tennessee
$1.12M +$32.8K +744 +3%
WA
495
WFG Advisors
Texas
$1.12M -$1.11M -25,331 -50%
WF
496
Welch & Forbes
Massachusetts
$1.11M -$39.5K -900 -3%
MC
497
Moors & Cabot
Massachusetts
$1.11M +$1.11M +25,238 New
ECM
498
Everence Capital Management
Indiana
$1.1M – – –
WFG
499
Wills Financial Group
Virginia
$1.08M +$9.4K +214 +0.9%
BVDMP
500
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.08M +$233K +5,300 +28%
18 19
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