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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 %
GIA
501
GHP Investment Advisors
Colorado
$1.32M +$81.9K +1,668 +7%
AW
502
ACG Wealth
Georgia
$1.32M +$9.19K +187 +0.7%
NAM
503
NTV Asset Management
West Virginia
$1.32M +$147 +3 +0%
NRS
504
Neville Rodie & Shaw
New York
$1.31M – – –
WFG
505
Wills Financial Group
Virginia
$1.31M +$5.3K +108 +0.4%
RIL
506
Rothschild Investment LLC
Illinois
$1.31M -$20.9K -425 -2%
HH
507
Hilltop Holdings
Texas
$1.3M +$51.8K +1,054 +4%
CIBC Private Wealth Group
508
CIBC Private Wealth Group
Georgia
$1.3M -$645K -13,124 -33%
DSI
509
Daiwa SB Investments
Japan
$1.29M +$1.29M +26,311 New
FFBTD
510
First Financial Bank - Trust Division
Ohio
$1.28M -$22.1K -450 -2%
ST
511
Somerset Trust
Pennsylvania
$1.28M +$19.4K +396 +2%
BPC
512
Banque Pictet & Cie
Switzerland
$1.27M -$6.53K -133 -0.5%
CCIA
513
Campbell & Co Investment Adviser
Maryland
$1.27M +$1.27M +25,841 New
CB
514
Chemical Bank
Michigan
$1.26M +$97.5K +1,986 +8%
DD
515
Dominick & Dominick
New York
$1.26M -$133K -2,700 -10%
FNB
516
First Niagara Bank
New York
$1.25M -$24.6K -501 -2%
FUBT
517
First United Bank & Trust
Maryland
$1.24M +$52.3K +1,065 +4%
CI
518
Conning Inc
Connecticut
$1.23M -$28.5K -580 -2%
TCM
519
Telos Capital Management
California
$1.23M +$45.7K +930 +4%
MWAC
520
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.23M +$394K +8,017 +47%
Brown Advisory
521
Brown Advisory
Maryland
$1.23M +$108K +2,198 +10%
IC
522
Inverness Counsel
New York
$1.22M +$2.95K +60 +0.2%
AHS
523
Aspiriant Holdings S3
California
$1.22M +$13.3K +270 +1%
ECM
524
Everence Capital Management
Indiana
$1.22M – – –
BVDMP
525
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.2M – – –
19 20
21
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