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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 %
MPWT
601
MassMutual Private Wealth & Trust
Connecticut
$618K +$587K +13,350 +1,841%
CT
602
Cambridge Trust
Massachusetts
$615K -$84.7K -1,925 -12%
PHIMC
603
Private Harbour Investment Management & Counsel
Ohio
$610K +$20.9K +475 +4%
AWA
604
AmeriServ Wealth Advisors
Pennsylvania
$606K -$51.2K -1,165 -8%
ATC
605
Argent Trust Company
Louisiana
$600K -$13.2K -300 -2%
SCM
606
Southport Capital Management
Tennessee
$595K +$4.39K +100 +0.7%
SDJVC
607
St. Denis J. Villere & Co
Louisiana
$593K +$19.8K +450 +3%
SL
608
Summitry LLC
California
$591K – – –
CCT
609
Chemung Canal Trust
New York
$591K +$47.2K +1,075 +9%
HW
610
Hancock Whitney
Mississippi
$590K -$352K -7,997 -37%
TYCC
611
Texas Yale Capital Corp
Florida
$587K – – –
SCM
612
Schnieders Capital Management
California
$586K -$59.5K -1,355 -9%
MCMT
613
Moon Capital Management (Tennessee)
Tennessee
$584K -$55K -1,252 -9%
LC
614
Lilley & Co
Michigan
$580K -$174K -3,973 -23%
RFA
615
Reilly Financial Advisors
California
$579K +$94.3K +2,145 +19%
CIC
616
Carnegie Investment Counsel
Ohio
$577K – – –
EWM
617
Evercore Wealth Management
New York
$574K +$308K +7,000 +116%
Bank of Nova Scotia
618
Bank of Nova Scotia
Ontario, Canada
$571K -$94K -2,138 -14%
PL
619
Perpetual Ltd
Australia
$559K -$252K -5,744 -31%
OC
620
Oakworth Capital
Alabama
$554K +$208K +4,726 +60%
SGH
621
Schonfeld Group Holdings
New York
$554K +$554K +12,600 New
ST
622
Somerset Trust
Pennsylvania
$551K +$35.4K +806 +7%
SC
623
Savant Capital
Illinois
$540K +$11.9K +270 +2%
RCAG
624
Rehmann Capital Advisory Group
Michigan
$538K -$132 -3 -0%
HSA
625
HBK Sorce Advisory
Pennsylvania
$536K -$30.1K -684 -5%
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