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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 %
ACM
526
Argentus Capital Management
Texas
$1.2M +$641K +13,043 +115%
CBOR
527
Community Bank of Raymore
Missouri
$1.19M +$1.19M +24,200 New
BB
528
Bell Bank
North Dakota
$1.18M +$491 +10 +0%
JWBC
529
J.W. Burns & Co
New York
$1.18M -$34.3K -699 -3%
BFC
530
Blue Fin Capital
Rhode Island
$1.17M +$31K +630 +3%
SIA
531
Stancorp Investment Advisers
Oregon
$1.16M +$1.16M +23,687 New
BHWM
532
Bar Harbor Wealth Management
New Hampshire
$1.16M -$34.5K -702 -3%
PFSC
533
Peoples Financial Services Corp
Pennsylvania
$1.14M -$29.5K -600 -3%
BMO
534
Beck Mack & Oliver
New York
$1.14M -$1.1M -22,350 -49%
AF
535
Aldebaran Financial
$1.1M +$1.1M +22,411 New
IIM
536
Ipswich Investment Management
Massachusetts
$1.1M +$89.6K +1,825 +9%
FMBTD
537
First Midwest Bank Trust Division
Illinois
$1.09M +$111K +2,269 +11%
MC
538
Middleton & Co
Massachusetts
$1.08M +$3.34K +68 +0.3%
DILH
539
Dai-ichi Life Holdings
Japan
$1.08M -$97.5K -1,984 -8%
CCP
540
Clarkston Capital Partners
Michigan
$1.08M – – –
HW
541
Hancock Whitney
Mississippi
$1.07M +$389K +7,925 +57%
Daiwa Securities Group
542
Daiwa Securities Group
Japan
$1.07M -$19.7K -400 -2%
FNBOO
543
First National Bank of Omaha
Nebraska
$1.06M -$93.2K -1,898 -8%
DG
544
Davidson & Garrard
Virginia
$1.05M +$4.91K +100 +0.5%
AB
545
Amalgamated Bank
New York
$1.04M -$172K -3,493 -14%
SAM
546
Shamrock Asset Management
Texas
$1.04M -$74.2K -1,514 -7%
RFA
547
Reilly Financial Advisors
California
$1.03M +$151K +3,081 +17%
Acadian Asset Management
548
Acadian Asset Management
Massachusetts
$1.03M +$699K +14,228 +211%
MYAM
549
Meiji Yasuda Asset Management
Japan
$1.03M +$415K +8,450 +68%
EHWM
550
Eads & Heald Wealth Management
Georgia
$1.03M +$24.3K +494 +2%
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