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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.

New
Increased
Maintained
Reduced
Closed
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
Americafirst Capital Management
California
+$1.02B
2
State Street
State Street
Massachusetts
+$169M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$166M
4
BFA
BlackRock Fund Advisors
California
+$130M
5
EA
Euclid Advisors
Connecticut
+$104M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$319M
2
AAMU
Amundi Asset Management US
Massachusetts
-$74.9M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$68.9M
4
EIP
Energy Income Partners
Connecticut
-$67.6M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Cadence Capital Management
Massachusetts
$1.54M +$828K +16,869 +116%
TBNY
477
Trustco Bank (New York)
New York
$1.54M +$11.5K +235 +0.8%
FTIOP
478
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.53M +$24.5K +499 +2%
MERSOM
479
Municipal Employees' Retirement System of Michigan
Michigan
$1.51M – – –
SC
480
SouthState Corp
Florida
$1.51M -$38.1K -777 -2%
CTA
481
Chesley Taft & Associates
Illinois
$1.49M +$11.1K +225 +0.7%
HPIA
482
Hamilton Point Investment Advisors
North Carolina
$1.49M +$563K +11,455 +61%
RBA
483
Richard Bernstein Advisors
New York
$1.49M – – –
Kayne Anderson Rudnick Investment Management
484
Kayne Anderson Rudnick Investment Management
California
$1.48M +$289K +5,892 +24%
WG
485
Winton Group
United Kingdom
$1.48M +$1.48M +30,113 New
MSR
486
Main Street Research
Connecticut
$1.45M +$152K +3,090 +12%
Natixis Advisors
487
Natixis Advisors
Massachusetts
$1.45M +$230K +4,683 +19%
ZCM
488
Zebra Capital Management
Connecticut
$1.45M +$1.45M +29,515 New
PP
489
Palladium Partners
Virginia
$1.44M +$28.2K +575 +2%
VV
490
Verity & Verity
South Carolina
$1.42M -$64.6K -1,316 -4%
CNBT
491
Canandaigua National Bank & Trust
New York
$1.42M -$62.6K -1,275 -4%
CCT
492
Chemung Canal Trust
New York
$1.41M +$525K +10,695 +59%
MA
493
MUFG Americas
New York
$1.39M -$45.2K -921 -3%
FHA
494
First Horizon Advisors
Tennessee
$1.39M +$7.95K +161 +0.6%
CA
495
CapWealth Advisors
Tennessee
$1.39M -$84.7K -1,724 -6%
ACM
496
Azimuth Capital Management
Michigan
$1.39M +$95.1K +1,935 +7%
IH
497
IFC Holdings
Florida
$1.36M +$3.48K +69 +0.3%
GJIC
498
Gamble Jones Investment Counsel
California
$1.34M +$904K +18,403 +206%
Teacher Retirement System of Texas
499
Teacher Retirement System of Texas
Texas
$1.33M -$150K -3,062 -10%
PJSIMP
500
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.33M -$58.9K -1,200 -4%
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