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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
$1.56B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$144M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$457M
4
American Century Companies
American Century Companies
Missouri
$86.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.99B

Top Sellers

1
EIP
Epoch Investment Partners
New York
$111M
2
Goldman Sachs
Goldman Sachs
New York
$157M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$56.3M
4
AI
Analytic Investors
California
$25.9M
5
Macquarie Group
Macquarie Group
Australia
$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
826
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$154K – – –
ECM
827
Estabrook Capital Management
New York
$154K – – –
AW
828
Alpha Windward
Massachusetts
$147K +$5.62K +128 +4%
FIG
829
Fusion Investment Group
Pennsylvania
$147K +$36.9K +857 +34%
ST
830
Stifel Trust
Missouri
$146K -$4.4K -100 -3%
ECM
831
ETrade Capital Management
Virginia
$139K +$23.4K +534 +20%
LFR
832
Lehman Financial Resources
Pennsylvania
$131K – – –
JIC
833
Joel Isaacson & Co
New York
$131K – – –
CFA
834
CT Financial Advisors
Pennsylvania
$128K +$128K +2,900 New
ARMC
835
American Research & Management Company
Massachusetts
$128K -$4.4K -100 -3%
WA
836
Winfield Associates
Ohio
$119K – – –
JG
837
Jefferies Group
New York
$118K -$730K -16,604 -86%
BC
838
Bartlett & Co
Ohio
$117K – – –
WTC
839
WhitTier Trust Company
Nevada
$117K +$31.6K +718 +37%
NSIM
840
North Star Investment Management
Illinois
$117K +$117K +2,660 New
CCS
841
Crosspoint Capital Strategies
California
$113K – – –
MAS
842
Madden Advisory Services
Florida
$104K -$10.4K -236 -9%
TFO
843
Tarbox Family Office
California
$93K -$47.7K -1,111 -34%
SNT
844
Security National Trust
West Virginia
$88K -$201K -4,575 -70%
EFSCE
845
Enterprise Financial Services Corp (EFSC)
Missouri
$86K +$3.18K +72 +4%
DBT
846
Dubuque Bank & Trust
Iowa
$83K – – –
GI
847
Gradient Investments
Minnesota
$80K +$1.79K +41 +2%
TCM
848
TD Capital Management
Tennessee
$78K +$924 +21 +1%
LFG
849
LifePlan Financial Group
Ohio
$76K – – –
LNB
850
Ledyard National Bank
$75K +$7.03K +160 +10%
32 33
34
35 36