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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 %
TCM
701
Texan Capital Management
Texas
$517K -$12.3K -250 -2%
CPSAC
702
Chas P. Smith & Associates (CPS)
Florida
$515K -$4.92K -100 -0.9%
SIG
703
Schaller Investment Group
North Carolina
$515K – – –
AP
704
Advisor Partners
California
$511K +$26.5K +541 +5%
CPA
705
Court Place Advisors
Maryland
$510K +$1.47K +30 +0.3%
AUB
706
Atlantic Union Bankshares
Virginia
$506K -$79.6K -1,620 -14%
HTC
707
Haverford Trust Company
Pennsylvania
$500K – – –
First Manhattan
708
First Manhattan
New York
$499K +$1.62K +33 +0.3%
PAMG
709
Patton Albertson Miller Group
Tennessee
$497K -$45.8K -933 -8%
WSFS
710
Wilmington Savings Fund Society
Delaware
$497K -$4.91K -100 -1%
CG
711
Clinton Group
New York
$496K -$783K -15,957 -61%
SSWM
712
Smith Salley Wealth Management
North Carolina
$496K -$72.6K -1,476 -13%
AAM
713
Autus Asset Management
Arizona
$492K – – –
EWM
714
Evercore Wealth Management
New York
$491K -$121K -2,465 -20%
SAA
715
Southeast Asset Advisors
Georgia
$491K – – –
DSC
716
Duncker Streett & Co
Missouri
$486K -$9.83K -200 -2%
WF
717
Welch & Forbes
Massachusetts
$485K – – –
ST
718
Sabal Trust
Florida
$475K +$34.4K +700 +8%
SHA
719
Smith Hayes Advisers
Nebraska
$474K +$53.2K +1,083 +13%
ALA
720
Atherton Lane Advisers
California
$474K +$207K +4,210 +77%
CAM
721
Cypress Asset Management
Texas
$473K +$49.1K +1,000 +12%
TI
722
Trexquant Investment
Connecticut
$471K +$471K +9,600 New
KFC
723
Klingenstein Fields & Co
New York
$470K -$1.72K -35 -0.4%
FBT
724
Founders Bank & Trust
Michigan
$467K -$3.29K -67 -0.7%
HIM
725
Harbour Investment Management
Washington
$467K – – –
27 28
29
30 31