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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 %
SJIM
626
St. Johns Investment Management
Florida
$705K -$13.3K -270 -2%
GMIM
627
General Motors Investment Management
New York
$702K +$702K +14,302 New
MSFP
628
Mark Sheptoff Financial Planning
Connecticut
$701K +$155K +3,151 +28%
CEP
629
Chicago Equity Partners
Illinois
$697K +$697K +14,200 New
GG
630
Gofen & Glossberg
Illinois
$693K – – –
EWMCB
631
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$689K +$689K +14,045 New
FNBT
632
FineMark National Bank & Trust
Florida
$686K -$358K -7,285 -34%
PCA
633
Personal Capital Advisors
California
$685K +$257K +5,241 +60%
QAM
634
Quantres Asset Management
Cayman Islands
$683K +$683K +13,900 New
CM
635
Cornerstone Management
Georgia
$681K +$681K +13,864 New
GLA
636
Great Lakes Advisors
Illinois
$678K -$34.2K -696 -5%
PWLP
637
Prio Wealth Limited Partnership
Massachusetts
$678K – – –
NAMA
638
Nikko Asset Management Americas
New York
$677K +$677K +13,600 New
TYCC
639
Texas Yale Capital Corp
Florida
$676K -$29.2K -595 -4%
DC
640
Deschaine & Company
Illinois
$670K +$670K +13,650 New
ASN
641
Advisory Services Network
Georgia
$666K -$117K -2,270 -15%
CIC
642
Carnegie Investment Counsel
Ohio
$662K +$4.33K +86 +0.7%
OC
643
Oakworth Capital
Alabama
$661K -$37.6K -766 -5%
PIM
644
Parasol Investment Management
Illinois
$659K -$24.3K -495 -4%
SBH
645
Segall Bryant & Hamill
Illinois
$656K – – –
AWA
646
AmeriServ Wealth Advisors
Pennsylvania
$655K +$10.1K +205 +2%
SC
647
Savant Capital
Illinois
$650K +$21.6K +440 +3%
CIA
648
ClearBridge Investments (Australia)
Australia
$649K +$649K +13,208 New
PPSG
649
Princeton Portfolio Strategies Group
New Jersey
$647K -$133K -2,707 -17%
AWA
650
ARS Wealth Advisors
Florida
$646K +$8K +163 +1%
24 25
26
27 28