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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.

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
1
Americafirst Capital Management
California
$1.02B
2
State Street
2
State Street
Massachusetts
$2.27B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$189M
4
BFA
4
BlackRock Fund Advisors
California
$748M
5
EA
5
Euclid Advisors
Connecticut
$104M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.52B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$91M
4
EIP
4
Energy Income Partners
Connecticut
$42.7M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$79.4M +$17.6M +359,325 +29%
PI
52
PGGM Investments
Netherlands
$78.2M +$10.8K +219 +0%
CS
53
Credit Suisse
Switzerland
$78.1M -$16.6M -337,933 -18%
American Century Companies
54
American Century Companies
Missouri
$77.6M -$36.5M -743,871 -32%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$76.3M +$2.34M +47,740 +3%
UBS Group
56
UBS Group
Switzerland
$76.1M +$76.1M +1,548,924 New
BIM
57
BlackRock Investment Management
Delaware
$74.3M +$2.04M +41,515 +3%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$72.9M -$1.32M -26,941 -2%
SC
59
Stralem & Co
New York
$70.2M -$16.3M -332,073 -19%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$69.6M +$6.63M +135,017 +11%
Canada Life
61
Canada Life
Manitoba, Canada
$69.3M +$5.71M +116,248 +9%
PPA
62
Parametric Portfolio Associates
Washington
$67.3M +$5.51M +112,130 +9%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$62.5M -$989K -20,139 -2%
Barclays
64
Barclays
United Kingdom
$61.2M +$5.34M +108,931 +10%
First Trust Advisors
65
First Trust Advisors
Illinois
$60.6M +$16.1M +327,421 +36%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$59.9M -$10.1M -205,113 -14%
MTB
67
Mizuho Trust & Banking
Japan
$59.5M +$2.63M +53,493 +5%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$56.6M -$10M -204,120 -15%
WHG
69
Westwood Holdings Group
Texas
$55.1M -$668K -13,600 -1%
Principal Financial Group
70
Principal Financial Group
Iowa
$54M +$2.75M +55,939 +5%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$53.9M +$5.85M +119,107 +12%
BJ
72
BlackRock Japan
Japan
$53.5M -$3.34M -68,059 -6%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$53M +$1.52M +30,960 +3%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$51.1M +$2.13M +43,450 +4%
Dimensional Fund Advisors
75
Dimensional Fund Advisors
Texas
$50.3M +$2.52M +51,242 +5%
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