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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.

New
Increased
Maintained
Reduced
Closed
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
Norges Bank
Norway
+$235M
2
State Street
State Street
Massachusetts
+$168M
3
BFA
BlackRock Fund Advisors
California
+$83.3M
4
EA
Euclid Advisors
Connecticut
+$82.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$64.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$234M
2
JHC
JFB Holdings Corp
Georgia
-$64.9M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$36.4M
4
LBG
Lloyds Banking Group
United Kingdom
-$32.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
476
CapWealth Advisors
Tennessee
$1.33M +$28.1K +620 +2%
SC
477
Scotia Capital
Ontario, Canada
$1.31M +$77.2K +1,700 +6%
BCM
478
Brookstone Capital Management
Illinois
$1.3M +$59.5K +1,312 +5%
NAM
479
NTV Asset Management
West Virginia
$1.28M +$34K +750 +3%
BPC
480
Banque Pictet & Cie
Switzerland
$1.26M -$73K -1,609 -5%
NGA
481
Naples Global Advisors
Florida
$1.26M +$35.2K +775 +3%
FFBTD
482
First Financial Bank - Trust Division
Ohio
$1.25M -$98.2K -2,163 -7%
MA
483
Marshwinds Advisory
Georgia
$1.25M +$49K +1,079 +4%
PFP
484
Pinnacle Financial Partners
Tennessee
$1.24M +$60.2K +1,327 +5%
AW
485
ACG Wealth
Georgia
$1.23M -$51.2K -1,129 -4%
SA
486
Strategic Advisors
New York
$1.22M +$4.36K +96 +0.4%
NRS
487
Neville Rodie & Shaw
New York
$1.21M +$1.21M +26,750 New
IC
488
Inverness Counsel
New York
$1.21M -$34K -750 -3%
PAM
489
Princeton Alpha Management
New Jersey
$1.2M +$1.2M +26,538 New
IH
490
IFC Holdings
Florida
$1.19M -$78.2K -1,727 -6%
MSR
491
Main Street Research
Connecticut
$1.19M +$111K +2,450 +10%
FHA
492
First Horizon Advisors
Tennessee
$1.18M +$66.3K +1,502 +6%
Teacher Retirement System of Texas
493
Teacher Retirement System of Texas
Texas
$1.17M +$1.17M +25,857 New
CI
494
Conning Inc
Connecticut
$1.17M -$57.2K -1,260 -5%
FNB
495
First Niagara Bank
New York
$1.17M -$30.4K -670 -3%
ICAS
496
Investors Capital Advisory Services
Massachusetts
$1.17M +$11.9K +262 +1%
WFG
497
Wills Financial Group
Virginia
$1.16M +$46.5K +1,026 +4%
PP
498
Palladium Partners
Virginia
$1.16M -$29.4K -647 -2%
CSS
499
Cubist Systematic Strategies
Connecticut
$1.14M +$1.14M +25,019 New
IG
500
ING Group
Netherlands
$1.13M +$1.13M +24,932 New
18 19
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