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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 %
CCS
801
Crosspoint Capital Strategies
California
$344K +$206K +4,200 +150%
LOAMS
802
Lombard Odier Asset Management (Switzerland)
Switzerland
$342K -$4.2M -85,188 -92%
KL
803
Kinsight LLC
Alabama
$342K -$72K -1,467 -17%
LOAME
804
Lombard Odier Asset Management (Europe)
United Kingdom
$342K +$342K +6,932 New
WEC
805
Winslow Evans & Crocker
Massachusetts
$340K -$14.7K -300 -4%
NBC
806
Neuberger Berman Canada
Ontario, Canada
$339K -$393K -8,000 -54%
KB
807
Kimelman & Baird
New York
$339K +$339K +6,910 New
HCMNY
808
Howard Capital Management (New York)
New York
$337K +$3.44K +70 +1%
GI
809
Gradient Investments
Minnesota
$337K +$78K +1,590 +30%
MHIC
810
Marble Harbor Investment Counsel
Massachusetts
$333K – – –
CCA
811
Cobblestone Capital Advisors
New York
$332K +$39.3K +800 +13%
LBC
812
Lowe Brockenbrough & Co
Virginia
$329K – – –
ST
813
Smithfield Trust
Pennsylvania
$329K +$29.5K +600 +10%
OWP
814
Obermeyer Wealth Partners
Colorado
$329K +$51.3K +1,045 +18%
DCM
815
Dynamic Capital Management
Jersey
$329K +$329K +6,700 New
KFA
816
Kays Financial Advisory
Georgia
$325K +$325K +6,608 New
FSA
817
Franklin Street Advisors
North Carolina
$324K -$63.9K -1,300 -16%
ATC
818
Argent Trust Co
Tennessee
$323K +$323K +6,596 New
JEW
819
Jamison Eaton & Wood
New Jersey
$321K – – –
CBT
820
Central Bank & Trust
Kentucky
$321K – – –
IFB
821
iAB Financial Bank
Indiana
$319K – – –
BCM
822
Bienville Capital Management
New York
$317K +$317K +6,464 New
WA
823
WealthTrust Axiom
Pennsylvania
$313K -$9.8K -200 -3%
OIA
824
Optimum Investment Advisors
Illinois
$312K +$1.28K +26 +0.4%
HFM
825
Hartford Financial Management
Connecticut
$309K +$5.54K +113 +2%
31 32
33
34 35