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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 %
KFC
701
Klingenstein Fields & Co
New York
$431K +$127K +2,803 +42%
DAM
702
Delta Asset Management
Tennessee
$430K +$13.9K +305 +3%
BBHC
703
Brown Brothers Harriman & Co
New York
$427K – – –
BMC
704
Benin Management Corp
Connecticut
$422K – – –
WSFS
705
Wilmington Savings Fund Society
Delaware
$421K – – –
AT
706
Arden Trust
Delaware
$420K -$3.18K -70 -0.8%
BFS
707
Bradley Foster & Sargent
Connecticut
$420K +$19.3K +425 +5%
MCM
708
MAI Capital Management
Ohio
$418K -$64.9K -1,431 -13%
ST
709
Sabal Trust
Florida
$417K +$4.63K +102 +1%
VKH
710
Virtu KCG Holdings
New York
$415K -$1.94M -42,788 -82%
IMOV
711
Investment Management of Virginia
Virginia
$412K -$2.27K -50 -0.5%
CK
712
Cohen Klingenstein
New York
$408K – – –
Fisher Asset Management
713
Fisher Asset Management
Washington
$404K +$103K +2,277 +34%
VFA
714
Virtus Fund Advisers
Connecticut
$404K +$404K +8,904 New
CAM
715
Cypress Asset Management
Texas
$401K +$401K +8,830 New
BCM
716
Bluefin Capital Management
New York
$400K +$400K +10,229 New
CCM
717
Chilton Capital Management
Texas
$398K +$398K +8,777 New
MHIM
718
MacNealy Hoover Investment Management
Ohio
$396K -$11.3K -250 -3%
FBT
719
Founders Bank & Trust
Michigan
$396K +$11.1K +245 +3%
CCM
720
Crossvault Capital Management
Texas
$394K – – –
FMC
721
First Merchants Corp
Indiana
$393K – – –
TCOT
722
Trust Company of Toledo
Ohio
$391K – – –
MIM
723
Marco Investment Management
Georgia
$390K – – –
AIA
724
Alerus Investment Advisors
Minnesota
$390K +$9.43K +208 +2%
HTC
725
Haverford Trust Company
Pennsylvania
$389K -$24K -530 -6%
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