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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 %
BTNA
576
Bremer Trust National Association
Minnesota
$927K -$5.65K -115 -0.6%
ZIC
577
ZWJ Investment Counsel
Georgia
$921K +$95.7K +1,950 +12%
AGM
578
Alpine Global Management
New York
$917K +$917K +18,675 New
EOJOAM
579
E. Ohman J:or Asset Management
Sweden
$911K -$94.6K -1,900 -9%
ADBIC
580
A.D. Beadell Investment Counsel
Wisconsin
$909K – – –
I2I
581
Insight 2811 Inc
Illinois
$904K -$24.6K -500 -3%
HIMC
582
Heritage Investors Management Corp
Maryland
$903K -$87.7K -1,787 -9%
GS
583
GAM Systematic
United Kingdom
$899K +$899K +18,313 New
CGT
584
Capital Guardian Trust
California
$894K +$24.6K +500 +3%
CI
585
Constellation Investments
Ohio
$894K +$39.3K +800 +5%
OMCS
586
Old Mutual Customised Solutions
South Africa
$889K -$24.6K -500 -3%
MCC
587
Mid Continent Capital
Illinois
$885K -$88.4K -1,800 -9%
VKH
588
Virtu KCG Holdings
New York
$879K +$540K +10,993 +159%
CT
589
Coastline Trust
Rhode Island
$876K +$31.2K +635 +4%
WS
590
Wedbush Securities
California
$874K -$104K -2,125 -11%
JIC
591
Johnson Investment Counsel
Ohio
$870K +$22.3K +454 +3%
BIC
592
Bridges Investment Counsel
Nebraska
$868K +$58.9K +1,200 +7%
BFA
593
Benedict Financial Advisors
Georgia
$857K +$857K +17,800 New
SAM
594
SignalPoint Asset Management
Missouri
$849K +$9.18K +187 +1%
ICAS
595
Investors Capital Advisory Services
Massachusetts
$844K -$438K -8,920 -34%
NSEDCP
596
NJ State Employees Deferred Compensation Plan
New Jersey
$835K – – –
MYLI
597
Meiji Yasuda Life Insurance
Japan
$831K +$491K +10,000 +144%
Jacobs Levy Equity Management
598
Jacobs Levy Equity Management
New Jersey
$829K +$829K +16,890 New
FA
599
FDx Advisors
Illinois
$828K +$506K +10,291 +157%
Bessemer Group
600
Bessemer Group
New Jersey
$814K +$9.22K +188 +1%
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24
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