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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 %
MCM
651
MAI Capital Management
Ohio
$468K +$7.43K +169 +2%
SACTSONJ
652
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$467K – – –
ANBTV
653
American National Bank & Trust (Virginia)
Virginia
$462K -$27.7K -630 -6%
SIG
654
Schaller Investment Group
North Carolina
$461K – – –
LW
655
Linscomb Wealth
Texas
$460K +$58.9K +1,339 +15%
TSW
656
Thompson Siegel & Walmsley
Virginia
$459K -$8.79K -200 -2%
PP
657
Paloma Partners
Connecticut
$457K +$106K +2,404 +30%
IB
658
Intrust Bank
Kansas
$456K -$12.1K -276 -3%
SCM
659
Salem Capital Management
Massachusetts
$455K – – –
BA
660
BlackRock Advisors
Delaware
$451K -$1.99M -45,149 -81%
WT
661
Washington Trust
Rhode Island
$443K -$32.7K -743 -7%
SAA
662
Southeast Asset Advisors
Georgia
$439K – – –
BAC
663
Boys Arnold & Co
North Carolina
$434K +$220 +5 +0.1%
DY
664
Dowling & Yahnke
California
$433K +$433K +9,847 New
LNWWM
665
Laird Norton Wetherby Wealth Management
California
$431K -$109K -2,491 -20%
Mariner
666
Mariner
Kansas
$431K -$27.7K -630 -6%
MA
667
Montag & Associates
Georgia
$429K -$39.5K -900 -8%
CPA
668
Court Place Advisors
Maryland
$428K – – –
GJIC
669
Gamble Jones Investment Counsel
California
$427K +$14.2K +323 +3%
MSFP
670
Mark Sheptoff Financial Planning
Connecticut
$427K +$427K +9,728 New
HTHT
671
Hemenway Trust Hemenway Trust
New Hampshire
$426K – – –
AP
672
Advisor Partners
California
$421K +$63.9K +1,453 +18%
VCM
673
Violich Capital Management
California
$420K -$33K -750 -7%
TTWM
674
TCV Trust & Wealth Management
Virginia
$418K -$5.85K -133 -1%
HCM
675
Hodges Capital Management
Texas
$418K -$660 -15 -0.2%
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