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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 %
SCCM
601
Schafer Cullen Capital Management
New York
$808K -$19.6K -400 -2%
KFP
602
Keystone Financial Planning
Ohio
$805K -$42K -854 -5%
VFS
603
VSR Financial Services
Kansas
$798K +$322K +6,545 +67%
CWM
604
Concert Wealth Management
California
$798K +$531K +10,819 +199%
BPBT
605
Boston Private Bank & Trust
Massachusetts
$796K -$32.9K -670 -4%
TSS
606
Thomas Story & Son
Indiana
$795K -$73.7K -1,500 -8%
RCM
607
Rotella Capital Management
Washington
$794K +$794K +16,162 New
SC
608
Scotia Capital
Ontario, Canada
$789K -$550K -11,196 -41%
RB
609
Rodgers Brothers
Pennsylvania
$789K +$91.9K +1,871 +13%
SCM
610
Schnieders Capital Management
California
$776K +$113K +2,300 +17%
CIM
611
CIM Investment Management
Pennsylvania
$774K – – –
ATC
612
Adirondack Trust Company
New York
$773K -$8.2K -167 -1%
CONA
613
Capital One National Association
New York
$768K – – –
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
$765K +$55.7K +1,135 +8%
PIA
615
Peachtree Investment Advisors
Georgia
$764K -$33K -686 -4%
BC
616
Burney Company
Virginia
$760K +$42.4K +864 +6%
FNBOMD
617
First National Bank of Mount Dora
Florida
$753K -$18.4K -375 -2%
Bank of Nova Scotia
618
Bank of Nova Scotia
Ontario, Canada
$751K +$52.9K +1,078 +8%
PHIMC
619
Private Harbour Investment Management & Counsel
Ohio
$750K +$14.7K +300 +2%
WA
620
Waverly Advisors
Alabama
$745K +$58.2K +1,184 +8%
ACM
621
Argyle Capital Management
Pennsylvania
$739K – – –
PL
622
Perpetual Ltd
Australia
$723K +$98.2K +2,000 +16%
NFG
623
Next Financial Group
Texas
$712K -$879K -17,897 -55%
RIA
624
Regal Investment Advisors
Michigan
$710K -$127K -2,578 -15%
SI
625
SII Investments
Wisconsin
$708K -$120K -2,426 -14%
23 24
25
26 27