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Southern Company
SO

Overview Fund Activity

953 hedge funds and large institutions have $20.7B invested in Southern Company in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 414 increasing their positions, 308 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
+41
Holders Change %
+4.5%
% of All Funds
27.41%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.43%
New
82
Increased
414
Reduced
308
Closed
37
Calls
$534M
Puts
$150M
Net Calls
+$384M
Net Calls Change
+$279M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$235M
2
State Street
State Street
Massachusetts
+$168M
3
BFA
BlackRock Fund Advisors
California
+$83.3M
4
EA
Euclid Advisors
Connecticut
+$82.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$64.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$234M
2
JHC
JFB Holdings Corp
Georgia
-$64.9M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$36.4M
4
LBG
Lloyds Banking Group
United Kingdom
-$32.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
YP
826
Yellowstone Partners
Idaho
$220K -$91 -2 -0%
AT
827
Arvest Trust
Oklahoma
$219K -$15.8K -347 -7%
HPBT
828
High Point Bank & Trust
North Carolina
$218K – – –
AB
829
Atlas Brown
Kentucky
$218K +$218K +4,795 New
AHB
830
Abner Herrman & Brock
New Jersey
$216K -$2.5K -55 -1%
WI
831
Wedgewood Investors
Pennsylvania
$216K – – –
NES
832
New England Securities
New York
$213K -$2.68K -59 -1%
DT
833
Diversified Trust
Tennessee
$212K +$212K +4,669 New
MGIA
834
Moneta Group Investment Advisors
Missouri
$212K +$212K +4,675 New
SCM
835
Sterneck Capital Management
Missouri
$211K +$211K +4,654 New
STMM
836
South Texas Money Management
Texas
$209K – – –
FIB
837
First Interstate Bank
Montana
$209K +$209K +4,600 New
FWCM
838
Ferguson Wellman Capital Management
Oregon
$209K +$209K +4,615 New
RNS
839
Robert N. Shapiro
$208K – – –
PFC
840
Phocas Financial Corp
California
$206K +$206K +4,540 New
TSWM
841
Triangle Securities Wealth Management
North Carolina
$205K -$13.8K -305 -6%
PFM
842
Parsec Financial Management
North Carolina
$202K +$202K +4,453 New
SWA
843
SFMG Wealth Advisors
Texas
$202K +$202K +4,455 New
GI
844
Gradient Investments
Minnesota
$196K +$113K +2,491 +136%
PSI
845
Pinnacle Summer Investments
Virginia
$190K – – –
FMLI
846
Fukoku Mutual Life Insurance
Japan
$182K – – –
FMP
847
Financial Management Professionals
Texas
$181K – – –
OSNBOA
848
Old Second National Bank of Aurora
Illinois
$173K – – –
M
849
MOTCO
Texas
$172K – – –
TAM
850
Tocqueville Asset Management
New York
$170K +$2.27K +50 +1%
32 33
34
35 36