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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 %
HIM
676
Harbour Investment Management
Washington
$417K -$1.54M -35,040 -79%
CBU
677
CIBC Bank USA
Illinois
$413K -$101K -2,300 -20%
BBHC
678
Brown Brothers Harriman & Co
New York
$413K -$27.2K -619 -6%
AT
679
Arden Trust
Delaware
$410K +$8.49K +193 +2%
BMC
680
Benin Management Corp
Connecticut
$409K – – –
WSFS
681
Wilmington Savings Fund Society
Delaware
$408K +$35.2K +800 +9%
GC
682
Grimes & Company
Massachusetts
$406K +$70.6K +1,606 +21%
HCM
683
Hollencrest Capital Management
California
$406K +$406K +9,236 New
WB
684
Webster Bank
Connecticut
$405K +$73.6K +1,675 +22%
DAM
685
Delta Asset Management
Tennessee
$403K +$25.7K +585 +7%
RIA
686
Regal Investment Advisors
Michigan
$402K +$11.1K +252 +3%
IMOV
687
Investment Management of Virginia
Virginia
$401K -$34.1K -775 -8%
VF
688
Virtu Financial
New York
$401K +$401K +9,127 New
HTC
689
Haverford Trust Company
Pennsylvania
$400K -$128K -2,920 -24%
ST
690
Sabal Trust
Florida
$399K -$43.1K -980 -10%
CK
691
Cohen Klingenstein
New York
$395K – – –
MHIM
692
MacNealy Hoover Investment Management
Ohio
$394K +$4.39K +100 +1%
BBA
693
BLB&B Advisors
Pennsylvania
$390K +$15.2K +347 +4%
BFS
694
Bradley Foster & Sargent
Connecticut
$388K +$39.2K +891 +11%
AWCI
695
Alpine Woods Capital Investors
New York
$382K – – –
CR
696
Cooperatieve Rabobank
Netherlands
$381K -$90.1K -2,049 -19%
FMC
697
First Merchants Corp
Indiana
$381K -$74.7K -1,700 -16%
CCM
698
Crossvault Capital Management
Texas
$381K – – –
NA
699
Navellier & Associates
Nevada
$380K +$29.7K +676 +8%
TCOT
700
Trust Company of Toledo
Ohio
$379K -$44K -1,000 -10%
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