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Southern Company
SO

Overview Fund Activity

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

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$235M
2
State Street
State Street
Massachusetts
+$168M
3
BFA
BlackRock Fund Advisors
California
+$83.3M
4
EA
Euclid Advisors
Connecticut
+$82.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$64.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$234M
2
JHC
JFB Holdings Corp
Georgia
-$64.9M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$36.4M
4
LBG
Lloyds Banking Group
United Kingdom
-$32.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
601
Argyle Capital Management
Pennsylvania
$683K – – –
Twin Tree Management
602
Twin Tree Management
Texas
$683K +$683K +15,046 New
MWAC
603
Mariner Wealth Advisors (Cincinnati)
Ohio
$676K +$170K +3,745 +34%
BIC
604
Bridges Investment Counsel
Nebraska
$672K +$17K +375 +3%
BC
605
Burney Company
Virginia
$663K -$2.13K -47 -0.3%
PHIMC
606
Private Harbour Investment Management & Counsel
Ohio
$663K +$32.9K +725 +5%
RFA
607
Reilly Financial Advisors
California
$659K +$65.1K +1,444 +11%
SCM
608
Schnieders Capital Management
California
$649K +$43.7K +962 +7%
PL
609
Perpetual Ltd
Australia
$646K +$68.1K +1,500 +12%
RB
610
Rodgers Brothers
Pennsylvania
$644K – – –
Bank of Nova Scotia
611
Bank of Nova Scotia
Ontario, Canada
$637K +$47.8K +1,055 +8%
CSIC
612
Clifford Swan Investment Counsel
California
$635K -$25.7K -566 -4%
TYCC
613
Texas Yale Capital Corp
Florida
$634K +$27.2K +600 +4%
AWA
614
AmeriServ Wealth Advisors
Pennsylvania
$630K +$4.49K +99 +0.7%
OC
615
Oakworth Capital
Alabama
$630K +$58.1K +1,280 +10%
SDJVC
616
St. Denis J. Villere & Co
Louisiana
$629K +$15.9K +350 +3%
PWLP
617
Prio Wealth Limited Partnership
Massachusetts
$626K -$63.5K -1,400 -9%
AWA
618
ARS Wealth Advisors
Florida
$619K +$409K +9,013 +195%
GMIM
619
General Motors Investment Management
New York
$615K +$615K +13,556 New
EWM
620
Evercore Wealth Management
New York
$611K +$18.8K +414 +3%
SL
621
Summitry LLC
California
$610K – – –
CT
622
Cambridge Trust
Massachusetts
$609K -$25.2K -555 -4%
CIC
623
Carnegie Investment Counsel
Ohio
$607K +$10.2K +225 +2%
MCMT
624
Moon Capital Management (Tennessee)
Tennessee
$603K – – –
HW
625
Hancock Whitney
Mississippi
$599K -$10.4K -230 -2%
23 24
25
26 27