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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 %
SCA
801
Stonebridge Capital Advisors
Minnesota
$216K +$216K +4,907 New
YP
802
Yellowstone Partners
Idaho
$214K -$10.6K -240 -5%
HPBT
803
High Point Bank & Trust
North Carolina
$211K -$14.6K -333 -6%
AHB
804
Abner Herrman & Brock
New Jersey
$211K +$211K +4,809 New
NES
805
New England Securities
New York
$209K +$35K +795 +20%
WI
806
Wedgewood Investors
Pennsylvania
$209K +$209K +4,765 New
JEW
807
Jamison Eaton & Wood
New Jersey
$207K +$207K +4,700 New
OIA
808
Optimum Investment Advisors
Illinois
$204K -$719K -16,391 -78%
AWA
809
ARS Wealth Advisors
Florida
$203K -$21.6K -493 -10%
STMM
810
South Texas Money Management
Texas
$203K +$203K +4,614 New
RNS
811
Robert N. Shapiro
$201K -$16.3K -371 -8%
PSI
812
Pinnacle Summer Investments
Virginia
$195K – – –
MBT
813
Monroe Bank & Trust
Michigan
$182K -$59.3K -1,353 -25%
FMLI
814
Fukoku Mutual Life Insurance
Japan
$176K – – –
FMP
815
Financial Management Professionals
Texas
$176K – – –
W
816
Wealthfront
California
$170K +$170K +3,907 New
OSNBOA
817
Old Second National Bank of Aurora
Illinois
$167K – – –
M
818
MOTCO
Texas
$166K – – –
MCM
819
Manchester Capital Management
Vermont
$164K -$793 -18 -0.5%
GAM
820
Gemmer Asset Management
California
$163K +$163K +3,707 New
AssetMark Inc
821
AssetMark Inc
California
$162K -$14.8K -337 -8%
TAM
822
Tocqueville Asset Management
New York
$162K +$21.5K +491 +15%
KPCM
823
Kings Point Capital Management
New York
$158K – – –
SAMC
824
Shinko Asset Management Company
Japan
$157K -$11.1K -253 -7%
MA
825
MCF Advisors
Kentucky
$155K +$54.2K +1,235 +54%
31 32
33
34 35