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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 %
SFSIG
876
San Francisco Sentry Investment Group
California
$40K – – –
AC
877
Alexandria Capital
Virginia
$40K – – –
LTI
878
Laffer Tengler Investments
Tennessee
$39.4K +$39.4K +896 New
FAM
879
Formidable Asset Management
Ohio
$37K – – –
WF
880
WealthTrust Fairport
Ohio
$35K – – –
MIC
881
MU Investments Company
Japan
$35K – – –
MUMSS
882
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K +$34K +770 New
TF
883
Trutina Financial
Washington
$33K +$33K +742 New
MWP
884
MYCIO Wealth Partners
Pennsylvania
$29K -$8.78K -200 -23%
VNB
885
Valley National Bancorp
New York
$27K – – –
EWM
886
Elite Wealth Management
Washington
$22K -$4.4K -100 -17%
AA
887
Apriem Advisors
California
$22K – – –
BWFA
888
Baltimore-Washington Financial Advisors
Maryland
$22K – – –
AII
889
AGF Investments Inc
Ontario, Canada
$22K – – –
HF
890
Hoxton Financial
West Virginia
$21K +$851 +19 +4%
FMB
891
Field & Main Bank
Kentucky
$19K – – –
PFO
892
Pathstone Family Office
New Jersey
$18K – – –
DOA
893
D'Orazio & Associates
Virginia
$18K – – –
HCC
894
Hirtle Callaghan & Co
Pennsylvania
$15K – – –
SSG
895
Summit Securities Group
New York
$13K -$78K -1,800 -86%
AA
896
AlphaMark Advisors
Kentucky
$13K – – –
WCM
897
Wealthcare Capital Management
Virginia
$13K – – –
TWM
898
Torch Wealth Management
Ohio
$12K +$12K +268 New
HCM
899
Highlander Capital Management
New Jersey
$9.7K – – –
CAL
900
Capital Advisors Ltd
Ohio
$9K – – –
34 35
36
37 38