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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 %
ECM
501
Everence Capital Management
Indiana
$1.13M – – –
BHWM
502
Bar Harbor Wealth Management
New Hampshire
$1.13M -$89.4K -1,970 -7%
ACM
503
Azimuth Capital Management
Michigan
$1.13M +$228K +5,030 +25%
MC
504
Middleton & Co
Massachusetts
$1.12M -$180K -3,965 -14%
SC
505
SouthState Corp
Florida
$1.12M -$137K -3,025 -11%
BVDMP
506
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.11M – – –
AB
507
Amalgamated Bank
New York
$1.11M +$149K +3,287 +16%
SAM
508
Shamrock Asset Management
Texas
$1.11M -$116K -2,550 -9%
JWBC
509
J.W. Burns & Co
New York
$1.1M +$27K +594 +3%
Daiwa Securities Group
510
Daiwa Securities Group
Japan
$1.09M +$9.08K +200 +0.8%
DILH
511
Dai-ichi Life Holdings
Japan
$1.09M +$44.3K +977 +4%
PFSC
512
Peoples Financial Services Corp
Pennsylvania
$1.08M -$11.3K -250 -1%
HT
513
HAP Trading
New York
$1.08M -$4.39M -96,658 -80%
D.E. Shaw & Co
514
D.E. Shaw & Co
New York
$1.08M +$1.08M +23,719 New
GIA
515
GHP Investment Advisors
Colorado
$1.08M -$126K -2,771 -10%
PMG
516
ProVise Management Group
Florida
$1.08M +$43.1K +949 +4%
Two Sigma Advisers
517
Two Sigma Advisers
New York
$1.07M +$1.07M +23,662 New
BB
518
Bell Bank
North Dakota
$1.07M +$38.7K +852 +4%
OFS
519
Orrstown Financial Services
Pennsylvania
$1.07M -$17.8K -392 -2%
CWP
520
Capital Wealth Planning
Florida
$1.07M +$312K +6,863 +41%
CFA
521
Carroll Financial Associates
North Carolina
$1.07M +$46.6K +1,028 +5%
CC
522
Cognios Capital
Kansas
$1.06M +$1.06M +23,290 New
CB
523
Chemical Bank
Michigan
$1.04M +$43.1K +950 +4%
AHS
524
Aspiriant Holdings S3
California
$1.02M +$38.8K +855 +4%
TCM
525
Telos Capital Management
California
$1.02M +$60.4K +1,330 +6%
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