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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 %
CFG
901
CKW Financial Group
Hawaii
$9K – – –
CCM
902
Carderock Capital Management
Maryland
$7K +$7K +153 New
SA
903
SRH Advisors
Kansas
$5K – – –
CL
904
CFS LLC
Oklahoma
$5K – – –
SGAM
905
Smith Group Asset Management
Texas
$5K +$5K +123 New
WAM
906
Wolverine Asset Management
Illinois
$4K -$668K -16,700 -99%
JAM
907
Jolley Asset Management
North Carolina
$4K – – –
AFIA
908
America First Investment Advisors
Nebraska
$4K – – –
CFA
909
Camarda Financial Advisors
Florida
$4K +$4K +100 New
CAW
910
Cornerstone Advisors (Washington)
Washington
$2K +$2K +38 New
LWM
911
LBA Wealth Management
Florida
$1K -$3.7K -111 -79%
PFG
912
Piershale Financial Group
Illinois
$1K – – –
D.E. Shaw & Co
913
D.E. Shaw & Co
New York
– -$8.99M -218,685 Closed
WCM
914
Winton Capital Management
United Kingdom
– -$8.27M -201,231 Closed
AAF
915
Andra AP-fonden
Sweden
– -$7.65M -186,000 Closed
CIM
916
Calvert Investment Management
Maryland
– -$5.36M -130,300 Closed
LOCB
917
Lombard Odier & Cie (Bahamas)
Bahamas
– -$1.93M -47,000 Closed
Walleye Trading
918
Walleye Trading
New York
– -$1.69M -41,099 Closed
PWM
919
ParenteBeard Wealth Management
Pennsylvania
– -$1.36M -33,076 Closed
SEC
920
Seven Eight Capital
New York
– -$1M -24,428 Closed
NIM
921
NuWave Investment Management
New Jersey
– -$915K -22,254 Closed
BCM
922
Bluefin Capital Management
New York
– -$880K -21,400 Closed
DCM
923
Dynamic Capital Management
Jersey
– -$818K -19,891 Closed
KWMG
924
King Wealth Management Group
Florida
– -$744K -18,100 Closed
AAIM
925
American Assets Investment Management
California
– -$617K -15,000 Closed
35 36
37
38 39