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Southern Company
SO

Overview Fund Activity

924 hedge funds and large institutions have $19.8B invested in Southern Company in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 418 increasing their positions, 318 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
-29
Holders Change %
-3.04%
% of All Funds
26.83%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
38
Increased
418
Reduced
318
Closed
56
Calls
$264M
Puts
$137M
Net Calls
+$127M
Net Calls Change
-$258M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.16B
2
Franklin Resources
Franklin Resources
California
$1.63B
3
CA
Cortland Advisers
Delaware
$43.7M
4
Deutsche Bank
Deutsche Bank
Germany
$137M
5
Ameriprise
Ameriprise
Minnesota
$86.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$231M
2
State Street
State Street
Massachusetts
$1.87B
3
EA
Euclid Advisors
Connecticut
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSBTD
776
Glenview State Bank Trust Department
Illinois
$237K – – –
CBB
777
Citizens Business Bank
California
$237K +$1.7K +39 +0.7%
FHC
778
First Heartland Consultants
Missouri
$236K -$47.5K -1,089 -17%
CWM
779
Concert Wealth Management
California
$236K -$16.1K -371 -6%
PP
780
Prudential plc
United Kingdom
$236K – – –
SCM
781
Southport Capital Management
Tennessee
$235K +$131 +3 +0.1%
BRM
782
Boston Research & Management
Massachusetts
$234K -$28.3K -650 -11%
AP
783
Appleton Partners
Massachusetts
$233K +$233K +5,340 New
VAM
784
Verity Asset Management
North Carolina
$233K +$233K +5,359 New
LI
785
LMCG Investments
Massachusetts
$232K -$3.14K -72 -1%
HC
786
Hourglass Capital
Texas
$232K -$2.18K -50 -0.9%
CL
787
Choreo LLC
Illinois
$232K +$524 +12 +0.2%
CCG
788
Chatham Capital Group
Georgia
$231K – – –
DWT
789
Dorsey & Whitney Trust
South Dakota
$231K +$3.05K +70 +1%
FHB
790
First Hawaiian Bank
Hawaii
$231K +$231K +5,288 New
GI
791
Gradient Investments
Minnesota
$230K +$41.7K +956 +22%
HIM
792
Hillsdale Investment Management
Ontario, Canada
$227K -$17.5K -400 -7%
ECM
793
ETrade Capital Management
Virginia
$225K +$225K +5,163 New
GLI
794
Guardian Life Insurance
New York
$222K +$2.48K +57 +1%
WI
795
Wedgewood Investors
Pennsylvania
$219K +$10.9K +250 +5%
WTB
796
Washington Trust Bank
Washington
$218K -$154K -3,527 -41%
ACA
797
Anchor Capital Advisors
Massachusetts
$218K – – –
AF
798
Arrow Financial
New York
$217K -$70.6K -1,621 -25%
MIC
799
Meridian Investment Counsel
California
$216K – – –
HCM
800
Hollencrest Capital Management
California
$215K -$215K -4,923 -50%
30 31
32
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