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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 %
CC
826
Courier Capital
New York
$308K +$883 +18 +0.3%
GIS
827
Guardian Investor Services
New York
$306K -$6.29K -128 -2%
Mariner
828
Mariner
Kansas
$305K – – –
PFM
829
Parsec Financial Management
North Carolina
$303K – – –
AP
830
Appleton Partners
Massachusetts
$303K +$40.5K +825 +15%
NAM
831
Nichols Asset Management
Massachusetts
$303K +$303K +6,170 New
NPF
832
Norris Perne & French
Michigan
$302K -$29.5K -600 -9%
BEAM
833
Baker Ellis Asset Management
Washington
$300K -$9.84K -200 -3%
YIA
834
YHB Investment Advisors
Connecticut
$298K +$8.45K +172 +3%
VF
835
Virtu Financial
New York
$298K +$298K +6,071 New
UBWV
836
United Bank (West Virginia)
West Virginia
$297K – – –
S
837
SignatureFD
Georgia
$296K +$393 +8 +0.1%
VAM
838
Verity Asset Management
North Carolina
$291K +$28.2K +575 +11%
ST
839
Spinnaker Trust
Maine
$289K – – –
BAM
840
Berkshire Asset Management
Pennsylvania
$283K -$1.45M -29,498 -84%
FFC
841
First Financial Corp
Indiana
$283K -$22.1K -450 -7%
SWA
842
SFMG Wealth Advisors
Texas
$280K +$3.79K +77 +1%
IC
843
IKOS CIF
Cyprus
$277K +$277K +5,584 New
Jane Street
844
Jane Street
New York
$274K -$4.02M -81,861 -94%
CCM
845
Compton Capital Management
Rhode Island
$274K – – –
CG
846
Colony Group
Massachusetts
$274K +$264K +5,375 +2,688%
KWMG
847
King Wealth Management Group
Florida
$272K +$272K +5,533 New
IHL
848
Investment House LLC
California
$270K +$49 +1 +0%
AB
849
Atlas Brown
Kentucky
$270K +$34.4K +700 +15%
GSBTD
850
Glenview State Bank Trust Department
Illinois
$267K – – –
32 33
34
35 36