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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 %
WSC
626
Wellington Shields & Co
New York
$533K +$176 +4 +0%
CICI
627
Capital Investment Counsel Inc
North Carolina
$529K +$28.6K +650 +6%
CA
628
Cornerstone Advisors
North Carolina
$527K – – –
AF
629
Allworth Financial
California
$521K +$23.6K +537 +5%
AAM
630
Autus Asset Management
Arizona
$502K – – –
PIM
631
Penobscot Investment Management
Massachusetts
$500K – – –
SMC
632
Smith, Moore & Co
Missouri
$497K -$19.5K -445 -4%
BT
633
Beacon Trust
New Jersey
$496K -$29.4K -669 -6%
DSC
634
Duncker Streett & Co
Missouri
$496K -$15.4K -350 -3%
GCA
635
Greenwood Capital Associates
South Carolina
$493K -$26.4K -600 -5%
GLA
636
Great Lakes Advisors
Illinois
$492K +$70.3K +1,601 +17%
Kayne Anderson Rudnick Investment Management
637
Kayne Anderson Rudnick Investment Management
California
$492K +$176K +4,018 +56%
MWAC
638
Mariner Wealth Advisors (Cincinnati)
Ohio
$490K -$44 -1 -0%
HCM
639
Howland Capital Management
Massachusetts
$489K – – –
First Manhattan
640
First Manhattan
New York
$487K -$43.9K -1,000 -8%
WTIM
641
Wilmington Trust Investment Management
Delaware
$484K -$319K -7,272 -40%
IPRC
642
Indices-Pac Research Corporation
New Jersey
$483K +$89.9K +2,047 +23%
SBH
643
Segall Bryant & Hamill
Illinois
$481K -$51.6K -1,175 -10%
TCOTO
644
Trust Company of the Ozarks
Missouri
$479K +$18.5K +422 +4%
SSWM
645
Sheets Smith Wealth Management
North Carolina
$479K +$71.6K +1,629 +18%
SHA
646
Smith Hayes Advisers
Nebraska
$477K +$23.1K +525 +5%
SWM
647
SVA Wealth Management
Wisconsin
$473K -$295K -6,724 -38%
WRM
648
Westport Resources Management
Connecticut
$473K +$41.7K +950 +10%
TCM
649
Texan Capital Management
Texas
$471K – – –
LA
650
Lynch & Associates
Indiana
$469K -$5.49K -125 -1%
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