SO icon

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 %
HH
526
Hilltop Holdings
Texas
$1.01M +$80.2K +1,768 +9%
SEC
527
Seven Eight Capital
New York
$1M +$1M +22,028 New
CCP
528
Clarkston Capital Partners
Michigan
$998K +$90.7K +2,000 +10%
BFC
529
Blue Fin Capital
Rhode Island
$992K +$7.26K +160 +0.7%
AIM
530
Acropolis Investment Management
Missouri
$990K -$173K -3,810 -15%
DG
531
Davidson & Garrard
Virginia
$989K -$8.98K -198 -0.9%
TCT
532
TIAA CREF Trust
Missouri
$989K +$46.3K +1,020 +5%
OMCS
533
Old Mutual Customised Solutions
South Africa
$976K -$31.8K -700 -3%
Brown Advisory
534
Brown Advisory
Maryland
$962K +$76.1K +1,675 +9%
AR
535
Advisory Research
Illinois
$958K -$244K -5,369 -20%
FT
536
Fiduciary Trust
Massachusetts
$948K – – –
KFS
537
KMS Financial Services
Washington
$948K +$51.4K +1,134 +6%
KIA
538
Kopp Investment Advisors
Minnesota
$941K -$5.95K -131 -0.6%
RT
539
Reliance Trust
Georgia
$929K -$112K -2,462 -11%
EOJOAM
540
E. Ohman J:or Asset Management
Sweden
$917K – – –
HIMC
541
Heritage Investors Management Corp
Maryland
$913K -$81.8K -1,801 -8%
FWIA
542
Fort Washington Investment Advisors
Ohio
$913K -$77.2K -1,700 -8%
MCC
543
Mid Continent Capital
Illinois
$909K -$63.6K -1,400 -7%
OWD
544
Osborn Williams & Donohoe
Ohio
$906K -$22.3K -500 -2%
SCM
545
Shelton Capital Management
Colorado
$904K – – –
BA
546
Boston Advisors
Massachusetts
$903K -$44.5K -980 -5%
LCS
547
Levin Capital Strategies
New York
$900K -$89.1K -1,963 -9%
FDS
548
First Dallas Securities
Texas
$889K +$15.9K +351 +2%
GCA
549
Gideon Capital Advisors
New York
$889K +$889K +19,597 New
BTNA
550
Bremer Trust National Association
Minnesota
$875K -$35.6K -784 -4%
20 21
22
23 24