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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.

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 %
AIC
751
Aurora Investment Counsel
Georgia
$279K -$21.9K -500 -7%
PFBT
752
Parkside Financial Bank & Trust
Missouri
$278K -$8.33K -190 -3%
FNBTCON
753
First National Bank & Trust Co of Newtown
Pennsylvania
$277K -$13.2K -300 -5%
FFC
754
First Financial Corp
Indiana
$275K +$11K +250 +4%
BRM
755
Boston Research & Management
Massachusetts
$275K +$275K +6,264 New
CP
756
Coho Partners
Pennsylvania
$270K – – –
CCA
757
Cobblestone Capital Advisors
New York
$269K – – –
CL
758
Choreo LLC
Illinois
$269K +$269K +6,119 New
ST
759
Smithfield Trust
Pennsylvania
$268K – – –
PG
760
PEAK6 Group
Illinois
$267K +$267K +6,068 New
HFM
761
Hartford Financial Management
Connecticut
$262K -$3.77K -86 -1%
CBT
762
Central Bank & Trust
Kentucky
$261K – – –
PRCM
763
Pine River Capital Management
Minnesota
$259K +$259K +5,900 New
NCMG
764
NCM Capital Management Group
North Carolina
$257K -$156K -3,550 -38%
YIA
765
YHB Investment Advisors
Connecticut
$256K – – –
KCPG
766
Kavar Capital Partners Group
Kansas
$254K – – –
QIM
767
Quantitative Investment Management
Virginia
$254K +$254K +5,800 New
FSA
768
Franklin Street Advisors
North Carolina
$252K -$17.5K -400 -7%
HR
769
Howe & Rusling
New York
$251K +$237K +5,392 +1,712%
NPF
770
Norris Perne & French
Michigan
$250K -$43.9K -1,000 -15%
SAS
771
Spectrum Advisory Services
Georgia
$247K -$17.6K -400 -7%
CCM
772
Compton Capital Management
Rhode Island
$245K – – –
CWM
773
Concert Wealth Management
California
$245K +$564 +13 +0.2%
IFB
774
iAB Financial Bank
Indiana
$242K – – –
IHL
775
Investment House LLC
California
$241K +$132 +3 +0.1%
29 30
31
32 33