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Southern Company
SO

Overview Fund Activity

924 hedge funds and large institutions have $19.8B invested in Southern Company in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 418 increasing their positions, 318 reducing their positions, and 56 closing their positions.

Holders
924
Holders Change
-29
Holders Change %
-3.04%
% of All Funds
26.83%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
38
Increased
418
Reduced
318
Closed
56
Calls
$264M
Puts
$137M
Net Calls
+$127M
Net Calls Change
-$258M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B
2
Franklin Resources
2
Franklin Resources
California
$1.63B
3
CA
3
Cortland Advisers
Delaware
$43.7M
4
Deutsche Bank
4
Deutsche Bank
Germany
$137M
5
Ameriprise
5
Ameriprise
Minnesota
$86.2M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$231M
2
State Street
2
State Street
Massachusetts
$1.87B
3
EA
3
Euclid Advisors
Connecticut
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
PGGM Investments
Netherlands
$69.5M +$2.28M +52,289 +3%
AI
52
Analytic Investors
California
$69.3M +$12.1M +276,483 +21%
TCIM
53
TIAA CREF Investment Management
New York
$67.4M -$1.81M -41,437 -3%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$66M +$2.05M +47,016 +3%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$65.7M +$1.79M +41,090 +3%
BIM
56
BlackRock Investment Management
Delaware
$64.2M +$111K +2,539 +0.2%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$62M +$3.15M +72,210 +5%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$59.2M +$1.21M +27,610 +2%
Prudential Financial
59
Prudential Financial
New Jersey
$58.1M -$2.34M -53,694 -4%
Canada Life
60
Canada Life
Manitoba, Canada
$56.7M +$76.4K +1,745 +0.1%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$56.4M -$1.23M -28,150 -2%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$56M +$686K +15,722 +1%
PPA
63
Parametric Portfolio Associates
Washington
$54.9M +$3.32M +76,063 +6%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$54.9M -$1.32M -30,320 -2%
SM
65
Seminole Management
New York
$53.2M +$7.05M +161,438 +15%
MTB
66
Mizuho Trust & Banking
Japan
$50.6M -$3.64M -83,351 -7%
BJ
67
BlackRock Japan
Japan
$50.5M +$3.86M +88,513 +8%
WHG
68
Westwood Holdings Group
Texas
$49.6M +$5.07M +116,200 +11%
Barclays
69
Barclays
United Kingdom
$49M -$18.1M -420,668 -27%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$45.8M +$8.54M +195,632 +23%
SO
71
STRS Ohio
Ohio
$45.7M – – –
Principal Financial Group
72
Principal Financial Group
Iowa
$45.6M +$1.46M +33,553 +3%
CA
73
Cortland Advisers
Delaware
$43.7M +$43.7M +1,000,000 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$43.5M +$554K +12,703 +1%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$42.7M -$8.39M -192,277 -16%
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