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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 %
CSIC
651
Clifford Swan Investment Counsel
California
$645K -$42.7K -869 -6%
CFA
652
Carroll Financial Associates
North Carolina
$644K -$86.7K -1,753 -12%
SL
653
Summitry LLC
California
$641K -$19.6K -400 -3%
BT
654
Beacon Trust
New Jersey
$640K +$30.2K +615 +5%
EWM
655
Edge Wealth Management
New York
$636K -$8.67M -175,873 -93%
TCM
656
Twin Capital Management
Pennsylvania
$636K +$64.3K +1,310 +11%
DDC
657
Daniel Devine & Co
Florida
$629K +$629K +12,800 New
ANI
658
American National Insurance
Texas
$627K -$4.39M -89,437 -88%
1GA
659
1st Global Advisors
Texas
$626K +$626K +12,744 New
EM
660
Excalibur Management
Massachusetts
$623K -$176K -3,590 -22%
AIA
661
Alerus Investment Advisors
Minnesota
$620K +$31.2K +635 +5%
DCM
662
Donaldson Capital Management
Indiana
$618K -$38K -774 -6%
VAM
663
Visium Asset Management
New York
$617K +$120K +2,450 +24%
MCMT
664
Moon Capital Management (Tennessee)
Tennessee
$616K – – –
HIC
665
Holderness Investments Company
North Carolina
$615K +$615K +12,540 New
RCAG
666
Rehmann Capital Advisory Group
Michigan
$611K +$13.3K +270 +2%
BCM
667
Bluefin Capital Management
New York
$611K +$611K +12,442 New
CT
668
Cambridge Trust
Massachusetts
$605K -$21.6K -439 -3%
HVIA
669
Hudson Valley Investment Advisors
New York
$601K +$47.9K +975 +9%
SSWM
670
Sheets Smith Wealth Management
North Carolina
$600K +$15.4K +313 +3%
WSC
671
Wellington Shields & Co
New York
$596K +$49.3K +1,004 +9%
SMC
672
Smith, Moore & Co
Missouri
$595K -$12.3K -251 -2%
TCOTO
673
Trust Company of the Ozarks
Missouri
$593K +$47.7K +971 +9%
Parallax Volatility Advisers
674
Parallax Volatility Advisers
California
$592K +$592K +12,048 New
AF
675
Allworth Financial
California
$584K +$540 +11 +0.1%
25 26
27
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