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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 %
CBB
851
Citizens Business Bank
California
$267K – – –
PP
852
Prudential plc
United Kingdom
$266K – – –
FHC
853
First Heartland Consultants
Missouri
$266K +$98 +2 +0%
LH
854
Lebenthal Holdings
New York
$266K +$266K +5,400 New
WP
855
WMS Partners
Maryland
$265K +$265K +5,391 New
PAM
856
Premier Asset Management
Illinois
$265K +$265K +5,400 New
FBT
857
First Bankers Trust
Kentucky
$264K +$23.5K +479 +10%
NFG
858
Nadler Financial Group
Illinois
$264K +$264K +5,386 New
BRM
859
Boston Research & Management
Massachusetts
$263K – – –
BDF
860
Balasa Dinverno & Foltz
$262K -$68.2K -1,390 -21%
LI
861
LMCG Investments
Massachusetts
$262K – – –
DWT
862
Dorsey & Whitney Trust
South Dakota
$261K – – –
HC
863
Hourglass Capital
Texas
$261K – – –
SCM
864
Southport Capital Management
Tennessee
$260K -$4.77K -97 -2%
SM
865
Stratton Management
Pennsylvania
$260K +$260K +5,300 New
CCG
866
Chatham Capital Group
Georgia
$259K – – –
MBT
867
Montecito Bank & Trust
California
$259K +$259K +5,268 New
FIB
868
First Interstate Bank
Montana
$256K +$24.3K +493 +10%
PFS
869
Prospera Financial Services
Texas
$254K +$254K +5,175 New
TFF
870
The Family Firm
Maryland
$254K +$254K +5,181 New
GLI
871
Guardian Life Insurance
New York
$252K +$1.67K +34 +0.7%
FANJ
872
Financial Architects (New Jersey)
New Jersey
$248K +$7.13K +145 +3%
WC
873
Whitnell & Co
Illinois
$248K +$12.3K +250 +5%
KCPG
874
Kavar Capital Partners Group
Kansas
$246K -$39.4K -800 -14%
WI
875
Wedgewood Investors
Pennsylvania
$246K – – –
33 34
35
36 37