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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 %
LM
926
Luminus Management
Texas
– -$571K -13,900 Closed
DWA
927
Douglass Winthrop Advisors
New York
– -$452K -11,000 Closed
PM
928
Parametrica Management
Hong Kong
– -$425K -10,334 Closed
Verition Fund Management
929
Verition Fund Management
Connecticut
– -$409K -9,938 Closed
NI
930
Nuance Investments
Missouri
– -$366K -8,900 Closed
Two Sigma Advisers
931
Two Sigma Advisers
New York
– -$287K -6,962 Closed
NAM
932
Nichols Asset Management
Massachusetts
– -$253K -6,170 Closed
BAM
933
Burnham Asset Management
New York
– -$240K -5,829 Closed
CCT
934
Capital City Trust
Florida
– -$234K -5,698 Closed
SAM
935
Silvercrest Asset Management
New York
– -$222K -5,405 Closed
STI
936
Susquehanna Trust & Investment
Pennsylvania
– -$218K -5,295 Closed
SCM
937
Sterneck Capital Management
Missouri
– -$206K -5,000 Closed
ALA
938
Atherton Lane Advisers
California
– -$203K -4,950 Closed
TCM
939
Twin Capital Management
Pennsylvania
– -$200K -4,870 Closed
PL
940
Parkwood LLC
Ohio
– -$187K -4,548 Closed
ITIM
941
Indiana Trust & Investment Management
Indiana
– -$136K -3,307 Closed
WCM
942
Windsor Capital Management
Arizona
– -$109K -2,662 Closed
QCMC
943
Quantum Capital Management (California)
California
– -$95K -2,300 Closed
SHWM
944
Smith & Howard Wealth Management
Georgia
– -$65K -1,592 Closed
ACM
945
Antonetti Capital Management
Florida
– -$24K -575 Closed
PTCG
946
Pring Turner Capital Group
California
– -$16K -400 Closed
PCM
947
Prelude Capital Management
New York
– -$13K -310 Closed
CCM
948
Chilton Capital Management
Texas
– -$11.4K -277 Closed
JIR
949
James Investment Research
Ohio
– -$8K -199 Closed
MCM
950
McKinley Capital Management
Alaska
– -$2K -55 Closed
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