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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 %
BAM
851
Barrett Asset Management
New York
$75K +$75K +1,700 New
PMFA
852
Plante Moran Financial Advisors
Michigan
$73K -$18.3K -414 -20%
MAM
853
Mizuho Asset Management
Japan
$72K – – –
TF
854
Tompkins Financial
New York
$70K -$56.1K -1,279 -45%
LWCFA
855
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K +$4.82K +109 +7%
VIA
856
Vantage Investment Advisors
Pennsylvania
$68K -$5.52K -126 -8%
AWM
857
Avior Wealth Management
Nebraska
$67K +$67K +1,514 New
JFA
858
JNBA Financial Advisors
Minnesota
$66K – – –
MFBTD
859
MB Financial Bank - Trust Department
Illinois
$64K – – –
IMS
860
Index Management Solutions
Pennsylvania
$63K -$42.2K -961 -40%
PCTC
861
Perkins Coie Trust Company
Washington
$62K – – –
CWM
862
Cranbrook Wealth Management
Michigan
$59K -$31.8K -729 -35%
Manulife (Manufacturers Life Insurance)
863
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.6K +$1.07K +24,311 +2%
FNBSF
864
First National Bank Sioux Falls
South Dakota
$58K – – –
BOK
865
Bank of Kentucky
Kentucky
$58K – – –
TFA
866
Transamerica Financial Advisors
Florida
$57K -$266 -6 -0.5%
HRIA
867
Haberer Registered Investment Advisor
Ohio
$50K -$24.4K -557 -33%
TWA
868
TCI Wealth Advisors
Arizona
$50K -$308 -7 -0.6%
KTC
869
Kistler-Tiffany Companies
Pennsylvania
$48K – – –
FWM
870
Focused Wealth Management
New York
$47K – – –
ACS
871
Archford Capital Strategies
Illinois
$46.8K +$46.8K +1,065 New
Envestnet Asset Management
872
Envestnet Asset Management
Illinois
$43K -$20.5K -470 -32%
BRWM
873
B. Riley Wealth Management
Tennessee
$43K +$43K +984 New
NYLT
874
New York Life Trust
New York
$42K -$9.72K -223 -19%
PAS
875
Partnervest Advisory Services
California
$41K +$525 +12 +1%
33 34
35
36 37