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Southern Company

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
Name Holding Trade Value Shares
Change
Shares
Change %
Natixis Advisors
551
Natixis Advisors
Massachusetts
$864K -$80.5K -1,773 -9%
CCM
552
Cohen Capital Management
California
$862K
PAM
553
PartnerRe Asset Management
Connecticut
$860K -$114K -2,518 -12%
Bessemer Group
554
Bessemer Group
New Jersey
$858K -$49.5K -1,091 -5%
Mackenzie Financial
555
Mackenzie Financial
Ontario, Canada
$842K +$842K +18,564 New
DCM
556
Donaldson Capital Management
Indiana
$841K +$103K +2,271 +14%
HPIA
557
Hamilton Point Investment Advisors
North Carolina
$839K -$2.95K -65 -0.4%
EHWM
558
Eads & Heald Wealth Management
Georgia
$834K -$227 -5 -0%
FNBOMD
559
First National Bank of Mount Dora
Florida
$833K +$19.3K +425 +2%
PTC
560
Philadelphia Trust Company
Pennsylvania
$830K -$21.6K -475 -3%
Verition Fund Management
561
Verition Fund Management
Connecticut
$825K +$825K +18,182 New
MCM
562
McMillion Capital Management
North Carolina
$823K +$16.8K +370 +2%
ADBIC
563
A.D. Beadell Investment Counsel
Wisconsin
$822K
CC
564
ClearArc Capital
Ohio
$813K +$14.8K +327 +2%
EM
565
Excalibur Management
Massachusetts
$809K -$59.5K -1,310 -7%
I2I
566
Insight 2811 Inc
Illinois
$808K +$68.1K +1,500 +9%
WS
567
Wedbush Securities
California
$806K -$356K -7,842 -31%
CGT
568
Capital Guardian Trust
California
$803K -$90.7K -2,000 -10%
TSS
569
Thomas Story & Son
Indiana
$803K
FNBT
570
FineMark National Bank & Trust
Florida
$797K -$42.5K -938 -5%
FMBTD
571
First Midwest Bank Trust Division
Illinois
$793K +$495K +10,895 +166%
SI
572
SII Investments
Wisconsin
$792K -$51.4K -1,117 -6%
JIC
573
Johnson Investment Counsel
Ohio
$790K -$25.5K -562 -3%
AIP
574
Ameritas Investment Partners
Nebraska
$790K -$10.9K -240 -1%
IIM
575
Ipswich Investment Management
Massachusetts
$785K +$4.77K +105 +0.6%