SO icon

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 %
EB
751
Eastern Bank
Massachusetts
$408K +$21.2K +432 +5%
LIA
752
LBMC Investment Advisors
Tennessee
$406K – – –
PAM
753
Princeton Alpha Management
New Jersey
$405K -$877K -17,855 -68%
GA
754
Geneva Advisors
Illinois
$405K +$3.53K +72 +0.9%
FMC
755
First Merchants Corp
Indiana
$404K -$9.13K -186 -2%
WT
756
Washington Trust
Rhode Island
$403K -$73.8K -1,502 -15%
Fisher Asset Management
757
Fisher Asset Management
Washington
$401K +$401K +8,170 New
CWP
758
Capital Wealth Planning
Florida
$399K -$870K -17,710 -69%
EPM
759
Equitec Proprietary Markets
Illinois
$399K +$399K +8,123 New
GLRA
760
Gerald L. Ray & Associates
Texas
$398K – – –
CAM
761
Centre Asset Management
New York
$398K – – –
MMG
762
Monetary Management Group
Missouri
$397K +$55.3K +1,125 +16%
LA
763
Lynch & Associates
Indiana
$396K -$171K -3,480 -30%
GC
764
Grimes & Company
Massachusetts
$396K -$98K -1,995 -20%
BTW
765
Boston Trust Walden
Massachusetts
$393K – – –
LA
766
Lau Associates
Delaware
$393K – – –
BST
767
Bath Savings Trust
Maine
$393K +$63.1K +1,286 +19%
MHIM
768
MacNealy Hoover Investment Management
Ohio
$391K -$22K -450 -5%
FIM
769
Freedom Investment Management
Connecticut
$391K +$15K +306 +4%
AWCI
770
Alpine Woods Capital Investors
New York
$388K -$29.5K -600 -7%
BIA
771
Barry Investment Advisors
Massachusetts
$388K +$388K +7,894 New
ISL
772
Ingalls & Snyder LLC
New York
$387K -$882 -18 -0.2%
IAMOG
773
Investors Asset Management of Georgia
Georgia
$385K +$385K +7,830 New
AR
774
Advisory Research
Illinois
$383K -$491 -10 -0.1%
C
775
CFO4Life
Texas
$377K +$377K +7,682 New
29 30
31
32 33