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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 %
AB
526
Amalgamated Bank
New York
$932K -$17.1K -389 -2%
TCM
527
Telos Capital Management
California
$928K +$928K +21,126 New
LCP
528
Longbow Capital Partners
New York
$923K +$923K +21,000 New
BA
529
Boston Advisors
Massachusetts
$918K +$11.9K +270 +1%
FT
530
Fiduciary Trust
Massachusetts
$918K +$116K +2,650 +15%
NBC
531
Neuberger Berman Canada
Ontario, Canada
$918K +$918K +20,900 New
OWD
532
Osborn Williams & Donohoe
Ohio
$916K -$116K -2,650 -11%
KIA
533
Kopp Investment Advisors
Minnesota
$916K +$27K +615 +3%
Natixis Advisors
534
Natixis Advisors
Massachusetts
$914K +$215K +4,890 +31%
TCT
535
TIAA CREF Trust
Missouri
$912K -$147K -3,351 -14%
NIS
536
National Investment Services
Wisconsin
$905K – – –
HH
537
Hilltop Holdings
Texas
$904K +$519K +11,814 +135%
EOJOAM
538
E. Ohman J:or Asset Management
Sweden
$888K -$87.9K -2,000 -9%
BTNA
539
Bremer Trust National Association
Minnesota
$882K -$27.9K -635 -3%
CCP
540
Clarkston Capital Partners
Michigan
$879K +$879K +20,000 New
Bessemer Group
541
Bessemer Group
New Jersey
$878K -$378K -8,623 -30%
SCM
542
Shelton Capital Management
Colorado
$875K – – –
ACM
543
Azimuth Capital Management
Michigan
$869K – – –
KFS
544
KMS Financial Services
Washington
$869K +$71.8K +1,632 +9%
CGT
545
Capital Guardian Trust
California
$866K -$2.07K -47 -0.2%
Brown Advisory
546
Brown Advisory
Maryland
$857K +$73.4K +1,671 +9%
FDS
547
First Dallas Securities
Texas
$846K – – –
SCA
548
SAC Capital Advisors
Connecticut
$845K -$405K -9,223 -32%
EM
549
Excalibur Management
Massachusetts
$841K -$601K -13,674 -42%
FQ
550
First Quadrant
California
$838K +$315K +7,163 +60%
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