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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 %
FBT
801
First Bankers Trust
Kentucky
$214K – – –
FANJ
802
Financial Architects (New Jersey)
New Jersey
$214K +$131 +3 +0.1%
SCA
803
Stonebridge Capital Advisors
Minnesota
$213K -$1.53K -35 -0.7%
MGIA
804
Moneta Group Investment Advisors
Missouri
$211K +$7.28K +167 +4%
ABTD
805
Arvest Bank Trust Division
Oklahoma
$211K +$211K +4,818 New
LIM
806
Lathrop Investment Management
Arkansas
$210K -$7.26K -166 -3%
HPBT
807
High Point Bank & Trust
North Carolina
$210K – – –
WC
808
Whitnell & Co
Illinois
$209K -$6.97K -160 -3%
AB
809
Atlas Brown
Kentucky
$209K – – –
AHB
810
Abner Herrman & Brock
New Jersey
$208K – – –
FIB
811
First Interstate Bank
Montana
$206K +$4.68K +107 +2%
IRS
812
Invictus RG (Singapore)
Singapore
$205K +$205K +4,685 New
SCM
813
Sterneck Capital Management
Missouri
$203K – – –
HCM
814
Howland Capital Management
Massachusetts
$200K -$292K -6,700 -59%
RNS
815
Robert N. Shapiro
$199K – – –
NES
816
New England Securities
New York
$188K -$17.1K -392 -8%
PSI
817
Pinnacle Summer Investments
Virginia
$186K – – –
MCM
818
Manchester Capital Management
Vermont
$186K +$23.5K +538 +14%
OSNBOA
819
Old Second National Bank of Aurora
Illinois
$179K +$13.1K +300 +8%
FMLI
820
Fukoku Mutual Life Insurance
Japan
$175K – – –
FMP
821
Financial Management Professionals
Texas
$174K – – –
MHS
822
M Holdings Securities
Oregon
$171K +$171K +3,920 New
GAM
823
Gemmer Asset Management
California
$162K – – –
KTC
824
Kistler-Tiffany Companies
Pennsylvania
$162K +$114K +2,619 +240%
KPCM
825
Kings Point Capital Management
New York
$155K -$5.44K -125 -3%
31 32
33
34 35