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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 %
CCM
551
Cohen Capital Management
California
$835K – – –
WFM
552
Wilmington Funds Management
Delaware
$825K -$467K -10,623 -36%
PTC
553
Philadelphia Trust Company
Pennsylvania
$824K +$17.1K +390 +2%
HPIA
554
Hamilton Point Investment Advisors
North Carolina
$815K +$39.8K +905 +5%
FNBT
555
FineMark National Bank & Trust
Florida
$813K +$3.07K +70 +0.4%
EHWM
556
Eads & Heald Wealth Management
Georgia
$807K +$40K +910 +5%
ADBIC
557
A.D. Beadell Investment Counsel
Wisconsin
$796K – – –
JIC
558
Johnson Investment Counsel
Ohio
$790K -$97.2K -2,213 -11%
QBFM
559
QS Batterymarch Financial Management
New York
$789K +$87.2K +1,983 +12%
FNBOMD
560
First National Bank of Mount Dora
Florida
$788K -$59.3K -1,350 -7%
MCM
561
McMillion Capital Management
North Carolina
$780K -$2.2K -50 -0.3%
TSS
562
Thomas Story & Son
Indiana
$777K – – –
AIP
563
Ameritas Investment Partners
Nebraska
$776K -$37.6K -856 -5%
CC
564
ClearArc Capital
Ohio
$773K +$51.4K +1,170 +7%
SI
565
SII Investments
Wisconsin
$767K -$6.02K -144 -0.8%
KFP
566
Keystone Financial Planning
Ohio
$765K – – –
PPSG
567
Princeton Portfolio Strategies Group
New Jersey
$756K – – –
IIM
568
Ipswich Investment Management
Massachusetts
$755K +$9.89K +225 +1%
ZIC
569
ZWJ Investment Counsel
Georgia
$749K +$127K +2,900 +21%
NSEDCP
570
NJ State Employees Deferred Compensation Plan
New Jersey
$747K – – –
BO
571
Bank OZK
Arkansas
$736K +$11.3K +257 +2%
CWP
572
Capital Wealth Planning
Florida
$733K +$733K +16,685 New
CI
573
Constellation Investments
Ohio
$729K +$17.6K +400 +2%
FTC
574
Farmers Trust Company
Ohio
$725K -$1.1K -25 -0.2%
MDCM
575
Morgan Dempsey Capital Management
Wisconsin
$724K +$40.9K +931 +6%
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