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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 %
JFGIW
826
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$153K -$175 -4 -0.1%
ECM
827
Estabrook Capital Management
New York
$153K – – –
IMS
828
Index Management Solutions
Pennsylvania
$150K +$81.7K +1,872 +120%
AssetMark Inc
829
AssetMark Inc
California
$149K -$218 -5 -0.1%
SAMC
830
Shinko Asset Management Company
Japan
$147K -$8.73K -200 -6%
AW
831
Alpha Windward
Massachusetts
$147K +$918 +21 +0.6%
PHK
832
Point72 Hong Kong
Hong Kong
$145K +$145K +3,317 New
WT
833
Whittier Trust
California
$139K -$22.9K -525 -14%
MFBTD
834
MB Financial Bank - Trust Department
Illinois
$136K +$71.3K +1,601 +110%
LBG
835
Lloyds Banking Group
United Kingdom
$135K -$2.04K -47 -1%
LFR
836
Lehman Financial Resources
Pennsylvania
$130K – – –
JIC
837
Joel Isaacson & Co
New York
$130K +$566 +13 +0.4%
ACS
838
Archford Capital Strategies
Illinois
$128K +$44.4K +1,015 +53%
ARMC
839
American Research & Management Company
Massachusetts
$127K – – –
CCS
840
Crosspoint Capital Strategies
California
$122K – – –
SSG
841
Summit Securities Group
New York
$122K +$56.6K +1,300 +87%
WA
842
Winfield Associates
Ohio
$118K – – –
SCA
843
Strategic Capital Alternatives
United States
$117K +$117K +2,679 New
BC
844
Bartlett & Co
Ohio
$116K – – –
MAM
845
Mizuho Asset Management
Japan
$116K +$20.7K +474 +22%
FWM
846
Focused Wealth Management
New York
$114K +$131 +3 +0.1%
QBFM
847
QS Batterymarch Financial Management
New York
$110K – – –
BAM
848
Barrett Asset Management
New York
$109K – – –
Canada Pension Plan Investment Board
849
Canada Pension Plan Investment Board
Ontario, Canada
$103K -$5.66M -130,203 -98%
NSIM
850
North Star Investment Management
Illinois
$103K -$13.1K -300 -11%
32 33
34
35 36