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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 %
CCT
626
Chemung Canal Trust
New York
$598K -$12.5K -275 -2%
SC
627
Savant Capital
Illinois
$594K +$36.3K +801 +7%
GLA
628
Great Lakes Advisors
Illinois
$593K +$84.6K +1,864 +17%
Rafferty Asset Management
629
Rafferty Asset Management
New York
$593K +$593K +13,075 New
ATC
630
Argent Trust Company
Louisiana
$588K -$31.3K -690 -5%
CG
631
Clinton Group
New York
$587K +$587K +12,932 New
MYAM
632
Meiji Yasuda Asset Management
Japan
$580K -$105K -2,317 -15%
BO
633
Bank OZK
Arkansas
$579K -$181K -3,987 -24%
AUB
634
Atlantic Union Bankshares
Virginia
$577K -$142K -3,133 -20%
SSWM
635
Smith Salley Wealth Management
North Carolina
$568K +$568K +12,532 New
DTL
636
Dynamic Technology Lab
Singapore
$567K +$567K +12,494 New
Capital Fund Management (CFM)
637
Capital Fund Management (CFM)
France
$567K +$567K +12,497 New
SBH
638
Segall Bryant & Hamill
Illinois
$564K +$66.8K +1,471 +13%
RIA
639
Regal Investment Advisors
Michigan
$564K +$148K +3,268 +36%
CCM
640
Cadence Capital Management
Massachusetts
$555K -$1.59M -35,016 -74%
ST
641
Somerset Trust
Pennsylvania
$553K -$15.8K -349 -3%
WSC
642
Wellington Shields & Co
New York
$551K +$182 +4 +0%
WF
643
Welch & Forbes
Massachusetts
$549K -$600K -13,208 -52%
HSA
644
HBK Sorce Advisory
Pennsylvania
$549K -$4.86K -107 -0.9%
PIM
645
Parasol Investment Management
Illinois
$548K +$548K +12,080 New
CICI
646
Capital Investment Counsel Inc
North Carolina
$546K – – –
CA
647
Cornerstone Advisors
North Carolina
$545K – – –
RCAG
648
Rehmann Capital Advisory Group
Michigan
$540K -$15.1K -333 -3%
AF
649
Allworth Financial
California
$539K +$590 +13 +0.1%
VAM
650
Visium Asset Management
New York
$527K -$554K -12,219 -51%
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26
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