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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 %
AIM
676
Acropolis Investment Management
Missouri
$582K -$340K -6,930 -37%
TTWM
677
TCV Trust & Wealth Management
Virginia
$578K +$109K +2,224 +23%
HSA
678
HBK Sorce Advisory
Pennsylvania
$576K -$2.75K -56 -0.5%
ZIM
679
Zacks Investment Management
Illinois
$576K +$576K +11,719 New
GCA
680
Greenwood Capital Associates
South Carolina
$571K – – –
BO
681
Bank OZK
Arkansas
$569K -$24.6K -501 -4%
DAM
682
Delta Asset Management
Tennessee
$563K +$23.1K +470 +4%
PAM
683
Palisade Asset Management
Minnesota
$560K -$1.96K -40 -0.3%
PIM
684
Penobscot Investment Management
Massachusetts
$559K – – –
SWM
685
SVA Wealth Management
Wisconsin
$558K +$80.7K +1,643 +17%
CCT
686
Country Club Trust
Missouri
$555K -$133K -2,700 -19%
FWM
687
Frontier Wealth Management
Missouri
$555K +$555K +11,291 New
BBA
688
BLB&B Advisors
Pennsylvania
$551K +$17.2K +350 +3%
HTHT
689
Hemenway Trust Hemenway Trust
New Hampshire
$550K -$4.91K -100 -0.9%
LNWWM
690
Laird Norton Wetherby Wealth Management
California
$543K +$29.7K +604 +6%
FC
691
Forte Capital
New York
$543K +$189K +3,840 +53%
FQ
692
First Quadrant
California
$540K -$742K -15,100 -58%
ATC
693
Argent Trust Company
Louisiana
$540K -$39.4K -802 -7%
MA
694
Montag & Associates
Georgia
$540K +$67.5K +1,374 +14%
TSW
695
Thompson Siegel & Walmsley
Virginia
$536K +$38.9K +791 +8%
SACTSONJ
696
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$522K – – –
IB
697
Intrust Bank
Kansas
$521K +$14.4K +294 +3%
CICI
698
Capital Investment Counsel Inc
North Carolina
$520K -$34.4K -700 -6%
BIM
699
Bridges Investment Management
Nebraska
$518K – – –
SJIC
700
St. James Investment Company
Texas
$518K +$57.7K +1,175 +13%
26 27
28
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