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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.

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
1
Franklin Resources
California
$1.56B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$144M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$457M
4
American Century Companies
4
American Century Companies
Missouri
$86.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.99B

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$111M
2
Goldman Sachs
2
Goldman Sachs
New York
$157M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$56.3M
4
AI
4
Analytic Investors
California
$25.9M
5
Macquarie Group
5
Macquarie Group
Australia
$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$63.1M +$2M +45,430 +3%
BIM
52
BlackRock Investment Management
Delaware
$60.2M +$2.28M +51,852 +4%
First Trust Advisors
53
First Trust Advisors
Illinois
$59.3M +$26.8M +610,391 +83%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$59.2M -$4.72M -107,444 -7%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$56.3M -$44.5M -1,013,161 -44%
Prudential Financial
56
Prudential Financial
New Jersey
$55.5M +$6.09M +138,700 +12%
GC
57
Guggenheim Capital
Illinois
$54.2M +$3.51M +79,850 +7%
MAA
58
Managed Account Advisors
New Jersey
$54.2M +$19.9M +452,860 +58%
RJA
59
Raymond James & Associates
Florida
$53.8M -$1.24M -28,192 -2%
MTB
60
Mizuho Trust & Banking
Japan
$53.7M -$2.08M -47,248 -4%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$53.7M +$7.1M +161,721 +15%
Canada Life
62
Canada Life
Manitoba, Canada
$52.6M +$10.8M +248,281 +26%
BJ
63
BlackRock Japan
Japan
$52M -$801K -18,220 -2%
Macquarie Group
64
Macquarie Group
Australia
$51.4M -$29.2M -663,500 -36%
PPA
65
Parametric Portfolio Associates
Washington
$49.6M +$216K +4,922 +0.4%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$49.3M -$9.16M -208,426 -16%
Barclays
67
Barclays
United Kingdom
$48.6M -$3.01M -70,098 -6%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$47.3M +$2.73M +62,040 +6%
AAMU
69
Amundi Asset Management US
Massachusetts
$47.2M -$210K -4,773 -0.4%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$47.1M -$1.54M -35,134 -3%
SO
71
STRS Ohio
Ohio
$46.7M -$1.61M -36,700 -3%
SG Americas Securities
72
SG Americas Securities
New York
$43.8M -$3.64M -82,769 -8%
Principal Financial Group
73
Principal Financial Group
Iowa
$43.8M +$971K +22,100 +2%
VLKIM
74
Van Lanschot Kempen Investment Management
Netherlands
$42.6M +$2.27M +51,600 +6%
Cohen & Steers
75
Cohen & Steers
New York
$41.2M +$2.06M +46,813 +5%
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