SO icon

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 %
UBWV
701
United Bank (West Virginia)
West Virginia
$379K – – –
MIM
702
Marco Investment Management
Georgia
$378K -$374K -8,500 -50%
HVIA
703
Hudson Valley Investment Advisors
New York
$373K +$27.3K +620 +8%
FBT
704
Founders Bank & Trust
Michigan
$373K +$113K +2,565 +43%
MAA
705
Mraz Amerine & Associates
California
$372K – – –
AIA
706
Alerus Investment Advisors
Minnesota
$369K +$94.9K +2,160 +35%
CIBC World Market
707
CIBC World Market
Ontario, Canada
$357K -$54K -1,229 -13%
GLRA
708
Gerald L. Ray & Associates
Texas
$356K -$24.2K -550 -6%
Parallax Volatility Advisers
709
Parallax Volatility Advisers
California
$353K +$308 +7 +0.1%
LA
710
Lau Associates
Delaware
$352K – – –
WP
711
WMS Partners
Maryland
$351K +$74.9K +1,704 +27%
CBN
712
Cadence Bank NA
Texas
$350K -$62.8K -1,427 -15%
ISL
713
Ingalls & Snyder LLC
New York
$347K -$12.4K -282 -3%
EB
714
Eastern Bank
Massachusetts
$346K -$225K -5,133 -39%
VFS
715
VSR Financial Services
Kansas
$339K +$10.3K +234 +3%
KL
716
Kinsight LLC
Alabama
$337K -$8.6K -196 -2%
ARMT
717
Amica Retiree Medical Trust
Rhode Island
$332K – – –
BTW
718
Boston Trust Walden
Massachusetts
$330K -$17.6K -400 -5%
NYLIM
719
New York Life Investment Management
New York
$330K +$119K +2,700 +56%
CFS
720
Community Financial System
New York
$328K -$11.4K -260 -3%
RMCM
721
Reynders McVeigh Capital Management
Massachusetts
$326K +$1.01K +23 +0.3%
PAM
722
Palisade Asset Management
Minnesota
$325K +$26.3K +600 +9%
CC
723
Courier Capital
New York
$322K +$835 +19 +0.3%
AF
724
Arrow Financial
New York
$320K -$83.8K -1,905 -21%
BRWA
725
B. Riley Wealth Advisors
Florida
$318K +$21.2K +484 +7%
27 28
29
30 31