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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 %
MAS
851
Madden Advisory Services
Florida
$103K – – –
DBT
852
Dubuque Bank & Trust
Iowa
$102K – – –
NCMG
853
NCM Capital Management Group
North Carolina
$88K -$71.7K -1,650 -45%
SGC
854
South Georgia Capital
Illinois
$87K – – –
WTC
855
WhitTier Trust Company
Nevada
$85K – – –
EFSCE
856
Enterprise Financial Services Corp (EFSC)
Missouri
$81K -$4.15K -95 -5%
MA
857
MCF Advisors
Kentucky
$78K -$17.2K -392 -18%
TFO
858
Tarbox Family Office
California
$77K -$17.1K -389 -18%
TCM
859
TD Capital Management
Tennessee
$77K – – –
ST
860
Stifel Trust
Missouri
$77K +$33K +750 +75%
SNT
861
Security National Trust
West Virginia
$70K – – –
VIA
862
Vantage Investment Advisors
Pennsylvania
$68K – – –
BOK
863
Bank of Kentucky
Kentucky
$67K – – –
AWM
864
Avior Wealth Management
Nebraska
$66K – – –
GSC
865
Ground Swell Capital
South Carolina
$66K +$22.5K +515 +52%
JFA
866
JNBA Financial Advisors
Minnesota
$65K – – –
LWCFA
867
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K – – –
PCTC
868
Perkins Coie Trust Company
Washington
$62K – – –
Manulife (Manufacturers Life Insurance)
869
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.8K -$95 -2,185 -0.2%
FNYS
870
First New York Securities
New York
$59.6K +$59.6K +1,366 New
CWM
871
Cranbrook Wealth Management
Michigan
$59K – – –
Envestnet Asset Management
872
Envestnet Asset Management
Illinois
$58K -$14.1K -323 -20%
FNBSF
873
First National Bank Sioux Falls
South Dakota
$58K – – –
LNB
874
Ledyard National Bank
$57K -$22.1K -505 -28%
BRWM
875
B. Riley Wealth Management
Tennessee
$54K +$477 +11 +0.9%
33 34
35
36 37