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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 %
AA
776
Ancora Advisors
Ohio
$373K +$373K +7,600 New
W
777
Wealthfront
California
$372K +$41.7K +850 +13%
SAM
778
Symphony Asset Management
California
$372K +$372K +7,583 New
ARMT
779
Amica Retiree Medical Trust
Rhode Island
$371K – – –
ECM
780
ETrade Capital Management
Virginia
$370K +$117K +2,379 +46%
IP
781
Isthmus Partners
Wisconsin
$369K +$369K +7,521 New
DJSG
782
D.J. St. Germain
Massachusetts
$366K +$12.8K +260 +4%
CB
783
Community Bank
New York
$366K +$366K +7,458 New
SDIC
784
South Dakota Investment Council
South Dakota
$364K – – –
JHC
785
JFB Holdings Corp
Georgia
$363K -$7.96M -162,295 -96%
SEC
786
Seven Eight Capital
New York
$360K -$1.12M -22,700 -76%
DAS
787
Dynamic Advisor Solutions
Arizona
$358K +$358K +7,295 New
Tudor Investment Corp
788
Tudor Investment Corp
Connecticut
$354K +$354K +7,200 New
QC
789
Quadrature Capital
United Kingdom
$354K +$354K +7,200 New
PL
790
Parkwood LLC
Ohio
$354K +$354K +7,216 New
MCM
791
Maple Capital Management
Vermont
$353K – – –
SHGA
792
Sand Hill Global Advisors
California
$352K – – –
RMCM
793
Reynders McVeigh Capital Management
Massachusetts
$352K +$932 +19 +0.3%
ISB
794
Iowa State Bank
Iowa
$352K +$352K +7,160 New
AT
795
Argent Trust
Texas
$351K +$351K +7,138 New
GT
796
Glenview Trust
Kentucky
$349K +$349K +7,110 New
CBN
797
Cadence Bank NA
Texas
$348K -$14.7K -300 -4%
FNBTCON
798
First National Bank & Trust Co of Newtown
Pennsylvania
$347K +$46.7K +950 +16%
FWIA
799
Fort Washington Investment Advisors
Ohio
$344K -$486K -9,903 -59%
SCA
800
Salient Capital Advisors
Texas
$344K – – –
30 31
32
33 34