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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 %
WTB
876
Washington Trust Bank
Washington
$246K – – –
WI
877
Wedgewood Investors
Pennsylvania
$246K – – –
HT
878
HighTower Trust
Texas
$246K +$246K +5,000 New
PP
879
Patten & Patten
Tennessee
$245K +$245K +4,991 New
MIC
880
Meridian Investment Counsel
California
$243K – – –
IRS
881
Invictus RG (Singapore)
Singapore
$243K +$13K +265 +6%
CCG
882
Cypress Capital Group
Florida
$243K +$243K +4,946 New
SCA
883
Stonebridge Capital Advisors
Minnesota
$239K – – –
JG
884
Jefferies Group
New York
$238K -$655K -13,287 -73%
BB
885
Busey Bank
Illinois
$238K -$40.1K -818 -14%
NEPPG
886
New England Professional Planning Group
Rhode Island
$238K +$238K +4,502 New
LIM
887
Lathrop Investment Management
Arkansas
$236K – – –
DTL
888
Dynamic Technology Lab
Singapore
$234K -$93.9K -1,913 -29%
NES
889
New England Securities
New York
$232K +$21.2K +432 +10%
STMM
890
South Texas Money Management
Texas
$232K +$232K +4,720 New
AF
891
Arrow Financial
New York
$231K -$13.6K -277 -6%
DT
892
Diversified Trust
Tennessee
$231K +$231K +4,702 New
IC
893
Intersect Capital
California
$231K +$231K +4,711 New
HPBT
894
High Point Bank & Trust
North Carolina
$230K -$5.99K -122 -3%
RC
895
RegentAtlantic Capital
New Jersey
$230K +$230K +4,678 New
QSS
896
Quantitative Systematic Strategies
Florida
$227K +$227K +4,578 New
OCM
897
Oakwood Capital Management
California
$225K +$225K +4,590 New
RNS
898
Robert N. Shapiro
$224K – – –
ABTD
899
Arvest Bank Trust Division
Oklahoma
$223K -$4.73K -100 -2%
TSWM
900
Triangle Securities Wealth Management
North Carolina
$222K +$222K +4,522 New
34 35
36
37 38