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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 %
MFS
501
MSI Financial Services
Massachusetts
$1.07M -$517K -11,772 -33%
PFSC
502
Peoples Financial Services Corp
Pennsylvania
$1.06M -$99.9K -2,275 -9%
OFS
503
Orrstown Financial Services
Pennsylvania
$1.05M +$82.6K +1,880 +8%
VAM
504
Visium Asset Management
New York
$1.05M +$815K +18,533 +349%
Daiwa Securities Group
505
Daiwa Securities Group
Japan
$1.05M – – –
MSR
506
Main Street Research
Connecticut
$1.04M +$171K +3,900 +20%
JWBC
507
J.W. Burns & Co
New York
$1.04M +$36.9K +839 +4%
CA
508
Cetera Advisors
Colorado
$1.03M +$162K +3,680 +19%
ICOA
509
Investment Centers of America
North Dakota
$1.02M +$237K +5,767 +30%
NIMI
510
Natixis Investment Managers International
France
$1.01M -$1.57M -35,815 -61%
DILH
511
Dai-ichi Life Holdings
Japan
$1.01M -$91.2K -2,076 -8%
RT
512
Reliance Trust
Georgia
$1.01M +$3.21K +73 +0.3%
BB
513
Bell Bank
North Dakota
$1M -$69.5K -1,582 -6%
PMG
514
ProVise Management Group
Florida
$1M +$152K +3,466 +18%
CFA
515
Carroll Financial Associates
North Carolina
$987K +$96.8K +2,201 +11%
OMCS
516
Old Mutual Customised Solutions
South Africa
$975K +$505K +11,500 +107%
DG
517
Davidson & Garrard
Virginia
$967K +$33.5K +763 +4%
CB
518
Chemical Bank
Michigan
$965K – – –
HIMC
519
Heritage Investors Management Corp
Maryland
$963K -$26.4K -600 -3%
FWIA
520
Fort Washington Investment Advisors
Ohio
$959K -$299K -6,800 -24%
LCS
521
Levin Capital Strategies
New York
$958K -$392K -8,917 -29%
BFC
522
Blue Fin Capital
Rhode Island
$953K -$40.9K -930 -4%
AHS
523
Aspiriant Holdings S3
California
$953K +$123K +2,806 +15%
PAM
524
PartnerRe Asset Management
Connecticut
$943K +$10.3K +234 +1%
MCC
525
Mid Continent Capital
Illinois
$941K +$30.7K +700 +3%
19 20
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