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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 %
GCA
651
Greenwood Capital Associates
South Carolina
$527K +$18.1K +400 +4%
SMC
652
Smith, Moore & Co
Missouri
$526K +$12.3K +271 +2%
SHA
653
Smith Hayes Advisers
Nebraska
$520K +$27.2K +600 +6%
CBU
654
CIBC Bank USA
Illinois
$518K +$91.9K +2,025 +22%
PIM
655
Penobscot Investment Management
Massachusetts
$516K – – –
LA
656
Lynch & Associates
Indiana
$515K +$30.6K +675 +6%
SSWM
657
Sheets Smith Wealth Management
North Carolina
$514K +$18.7K +412 +4%
HTHT
658
Hemenway Trust Hemenway Trust
New Hampshire
$513K +$72.6K +1,600 +16%
HCM
659
Howland Capital Management
Massachusetts
$512K +$7.48K +165 +1%
DSC
660
Duncker Streett & Co
Missouri
$504K -$9.08K -200 -2%
NYLIM
661
New York Life Investment Management
New York
$503K +$163K +3,591 +48%
TCM
662
Twin Capital Management
Pennsylvania
$499K +$499K +10,990 New
TCOTO
663
Trust Company of the Ozarks
Missouri
$495K – – –
MA
664
Montag & Associates
Georgia
$484K +$40.5K +893 +9%
CPSAC
665
Chas P. Smith & Associates (CPS)
Florida
$482K -$710K -15,633 -60%
SACTSONJ
666
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$482K – – –
IB
667
Intrust Bank
Kansas
$482K +$10.4K +229 +2%
BT
668
Beacon Trust
New Jersey
$481K -$31.1K -686 -6%
Mariner
669
Mariner
Kansas
$480K +$35.1K +774 +8%
TCM
670
Texan Capital Management
Texas
$478K -$9.08K -200 -2%
LNWWM
671
Laird Norton Wetherby Wealth Management
California
$478K +$33.1K +730 +7%
SIG
672
Schaller Investment Group
North Carolina
$476K – – –
WFM
673
Wilmington Funds Management
Delaware
$471K -$381K -8,400 -45%
GC
674
Grimes & Company
Massachusetts
$471K +$51.9K +1,143 +12%
PAMG
675
Patton Albertson Miller Group
Tennessee
$470K -$245K -5,440 -34%
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