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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 %
BA
551
Boston Advisors
Massachusetts
$1.02M +$51.8K +1,056 +5%
MCM
552
McMillion Capital Management
North Carolina
$1.02M +$115K +2,350 +13%
AIM
553
abrdn Investment Management
United Kingdom
$1.01M -$826K -16,815 -45%
IEFM
554
IQ EQ Fund Management
Ireland
$1.01M +$1.01M +19,801 New
PTC
555
Philadelphia Trust Company
Pennsylvania
$1.01M +$38K +775 +4%
OWD
556
Osborn Williams & Donohoe
Ohio
$1M +$31.9K +650 +3%
FT
557
Fiduciary Trust
Massachusetts
$1M -$24.5K -500 -2%
OFS
558
Orrstown Financial Services
Pennsylvania
$997K -$80.3K -1,636 -7%
Belvedere Trading
559
Belvedere Trading
Illinois
$996K +$996K +20,280 New
CA
560
Cornerstone Advisors
North Carolina
$982K +$393K +8,000 +67%
KL
561
KWMG LLC
Kansas
$982K +$982K +20,557 New
Walleye Trading
562
Walleye Trading
New York
$973K +$973K +19,819 New
KIA
563
Kopp Investment Advisors
Minnesota
$971K -$38.9K -792 -4%
1IA
564
1834 Investment Advisors
Wisconsin
$967K -$60.3K -1,228 -6%
TFA
565
Transamerica Financial Advisors
Florida
$966K +$528K +10,738 +120%
AIP
566
Ameritas Investment Partners
Nebraska
$954K +$147K +2,999 +18%
EWM
567
Elite Wealth Management
Washington
$953K +$953K +19,415 New
CC
568
ClearArc Capital
Ohio
$943K +$34.7K +707 +4%
PAM
569
PartnerRe Asset Management
Connecticut
$941K +$136K +2,770 +17%
ACP
570
Aviance Capital Partners
Florida
$939K – – –
MDCM
571
Morgan Dempsey Capital Management
Wisconsin
$936K +$16.6K +339 +2%
FDS
572
First Dallas Securities
Texas
$933K -$29.4K -599 -3%
CCM
573
Cohen Capital Management
California
$933K – – –
SW
574
SVB Wealth
Massachusetts
$932K +$932K +18,980 New
RT
575
Reliance Trust
Georgia
$931K -$54K -1,098 -5%
21 22
23
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