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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 %
1SB
776
1ST Source Bank
Indiana
$240K -$12.6K -287 -5%
NCM
777
Narwhal Capital Management
Georgia
$239K -$439K -10,000 -65%
CCG
778
Cypress Capital Group
Florida
$239K -$35.1K -800 -13%
PP
779
Prudential plc
United Kingdom
$238K – – –
KB
780
Kimelman & Baird
New York
$238K +$238K +5,410 New
GSBTD
781
Glenview State Bank Trust Department
Illinois
$238K +$238K +5,437 New
AT
782
Arvest Trust
Oklahoma
$237K – – –
CBB
783
Citizens Business Bank
California
$237K +$237K +5,402 New
WC
784
Whitnell & Co
Illinois
$236K -$25.2K -575 -10%
HC
785
Hourglass Capital
Texas
$236K – – –
MAM
786
Mastrapasqua Asset Management
Tennessee
$235K – – –
OWP
787
Obermeyer Wealth Partners
Colorado
$234K – – –
SM
788
Stratton Management
Pennsylvania
$233K +$8.79K +200 +4%
CCG
789
Chatham Capital Group
Georgia
$232K -$17.6K -400 -7%
LI
790
LMCG Investments
Massachusetts
$231K -$15.4K -350 -6%
WT
791
Whittier Trust
California
$230K – – –
MHS
792
M Holdings Securities
Oregon
$226K -$41.9K -954 -16%
TSWM
793
Triangle Securities Wealth Management
North Carolina
$226K +$226K +4,827 New
BB
794
Busey Bank
Illinois
$224K – – –
FANJ
795
Financial Architects (New Jersey)
New Jersey
$220K -$49.4K -1,124 -18%
ACA
796
Anchor Capital Advisors
Massachusetts
$220K – – –
LIM
797
Lathrop Investment Management
Arkansas
$218K – – –
MIC
798
Meridian Investment Counsel
California
$218K – – –
GLI
799
Guardian Life Insurance
New York
$218K +$1.36K +31 +0.6%
LBC
800
Lowe Brockenbrough & Co
Virginia
$217K – – –
30 31
32
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