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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 %
I2I
576
Insight 2811 Inc
Illinois
$716K -$57.1K -1,300 -7%
PIA
577
Peachtree Investment Advisors
Georgia
$715K -$272K -6,183 -28%
DCM
578
Donaldson Capital Management
Indiana
$715K -$186K -4,222 -21%
ATC
579
Adirondack Trust Company
New York
$715K +$73.5K +1,674 +11%
BC
580
Banced Corp
Illinois
$714K -$129K -2,946 -15%
BC
581
Barnett & Company
Tennessee
$711K +$711K +16,181 New
CLOS
582
Compagnie Lombard Odier SCmA
Switzerland
$703K +$12.7K +290 +2%
PAMG
583
Patton Albertson Miller Group
Tennessee
$697K +$16.8K +382 +2%
GCP
584
GSA Capital Partners
United Kingdom
$697K +$697K +15,868 New
CCT
585
Country Club Trust
Missouri
$695K -$8.78K -200 -1%
SJIM
586
St. Johns Investment Management
Florida
$694K +$694K +15,798 New
AUB
587
Atlantic Union Bankshares
Virginia
$689K +$689K +15,857 New
ACP
588
Aviance Capital Partners
Florida
$685K +$37.3K +850 +6%
CONA
589
Capital One National Association
New York
$678K +$22K +500 +3%
GG
590
Gofen & Glossberg
Illinois
$669K +$42.3K +1,000 +7%
PWLP
591
Prio Wealth Limited Partnership
Massachusetts
$668K – – –
CT
592
Coastline Trust
Rhode Island
$666K +$60.4K +1,375 +10%
MYAM
593
Meiji Yasuda Asset Management
Japan
$663K -$22K -500 -3%
ACM
594
Argyle Capital Management
Pennsylvania
$661K – – –
TRCT
595
Tower Research Capital (TRC)
New York
$654K +$645K +14,669 +7,335%
BC
596
Burney Company
Virginia
$644K +$56.3K +1,283 +10%
SAM
597
SignalPoint Asset Management
Missouri
$641K +$41.3K +939 +7%
CSIC
598
Clifford Swan Investment Counsel
California
$640K -$73.2K -1,665 -10%
BIC
599
Bridges Investment Counsel
Nebraska
$635K +$25.9K +590 +4%
RB
600
Rodgers Brothers
Pennsylvania
$624K -$17.6K -400 -3%
22 23
24
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