SO icon

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.

New
Increased
Maintained
Reduced
Closed
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
Franklin Resources
California
+$146M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$140M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
4
American Century Companies
American Century Companies
Missouri
+$65.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$51.5M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$101M
2
Goldman Sachs
Goldman Sachs
New York
-$75.3M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$44.5M
4
AI
Analytic Investors
California
-$29.8M
5
Macquarie Group
Macquarie Group
Australia
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
726
Sand Hill Global Advisors
California
$315K -$5.5K -125 -2%
GA
727
Geneva Advisors
Illinois
$315K +$73.4K +1,669 +30%
MCM
728
Maple Capital Management
Vermont
$308K -$58.8K -1,341 -16%
SCA
729
Salient Capital Advisors
Texas
$308K +$308K +7,000 New
LP
730
LMR Partners
United Kingdom
$304K +$304K +6,909 New
GIS
731
Guardian Investor Services
New York
$299K -$8.93K -203 -3%
BEAM
732
Baker Ellis Asset Management
Washington
$299K – – –
MYLI
733
Meiji Yasuda Life Insurance
Japan
$298K -$16.9K -384 -5%
MHIC
734
Marble Harbor Investment Counsel
Massachusetts
$298K – – –
FA
735
FDx Advisors
Illinois
$296K +$2.68K +61 +0.9%
KFC
736
Klingenstein Fields & Co
New York
$294K -$13.2K -300 -4%
HIM
737
Hillsdale Investment Management
Ontario, Canada
$294K +$30.7K +700 +12%
BDF
738
Balasa Dinverno & Foltz
$293K -$25.7K -586 -8%
PP
739
Patten & Patten
Tennessee
$293K – – –
FHC
740
First Heartland Consultants
Missouri
$293K +$20.4K +465 +7%
HCMNY
741
Howard Capital Management (New York)
New York
$292K +$3.25K +74 +1%
Fisher Asset Management
742
Fisher Asset Management
Washington
$291K +$31.9K +725 +12%
FMBTD
743
First Midwest Bank Trust Division
Illinois
$289K +$22K +500 +8%
WA
744
WealthTrust Axiom
Pennsylvania
$289K +$27.3K +622 +10%
WEC
745
Winslow Evans & Crocker
Massachusetts
$286K – – –
S
746
SignatureFD
Georgia
$285K -$492K -11,210 -63%
FIM
747
Freedom Investment Management
Connecticut
$283K -$60.3K -1,370 -18%
ASN
748
Advisory Services Network
Georgia
$283K -$5.27K -120 -2%
MMG
749
Monetary Management Group
Missouri
$282K -$32.9K -750 -10%
BIM
750
Bridges Investment Management
Nebraska
$281K – – –
28 29
30
31 32