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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 %
LW
726
Linscomb Wealth
Texas
$467K +$5.06K +103 +1%
TCOT
727
Trust Company of Toledo
Ohio
$465K – – –
BFS
728
Bradley Foster & Sargent
Connecticut
$464K -$39.3K -800 -8%
BMC
729
Benin Management Corp
Connecticut
$457K – – –
CFS
730
Commonwealth Financial Services
West Virginia
$451K +$451K +9,193 New
MCM
731
MAI Capital Management
Ohio
$448K -$63.8K -1,300 -12%
BBHC
732
Brown Brothers Harriman & Co
New York
$447K -$14.7K -300 -3%
NYLIM
733
New York Life Investment Management
New York
$446K -$98.1K -2,000 -18%
VCM
734
Violich Capital Management
California
$446K – – –
SCM
735
Salem Capital Management
Massachusetts
$444K – – –
CK
736
Cohen Klingenstein
New York
$442K – – –
AT
737
Arden Trust
Delaware
$427K -$40K -815 -9%
CCM
738
Chilton Capital Management
Texas
$427K -$14.7K -300 -3%
CCM
739
Crossvault Capital Management
Texas
$426K – – –
MIM
740
Marco Investment Management
Georgia
$422K – – –
CC
741
Cadinha & Co
Hawaii
$422K +$422K +8,600 New
LCS
742
Levin Capital Strategies
New York
$421K -$337K -6,852 -44%
ANBTV
743
American National Bank & Trust (Virginia)
Virginia
$420K -$70.1K -1,426 -14%
CCA
744
Checchi Capital Advisers
California
$417K +$91.1K +1,854 +28%
BWP
745
Baldwin Wealth Partners
Massachusetts
$416K – – –
MAA
746
Mraz Amerine & Associates
California
$416K – – –
BAC
747
Boys Arnold & Co
North Carolina
$414K -$53.8K -1,095 -11%
CBU
748
CIBC Bank USA
Illinois
$414K -$27K -550 -6%
IMOV
749
Investment Management of Virginia
Virginia
$410K – – –
HCM
750
Hodges Capital Management
Texas
$408K -$49.1K -1,000 -11%
28 29
30
31 32