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Southern Company
SO

Overview Fund Activity

953 hedge funds and large institutions have $20.7B invested in Southern Company in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 414 increasing their positions, 308 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
+41
Holders Change %
+4.5%
% of All Funds
27.41%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.43%
New
82
Increased
414
Reduced
308
Closed
37
Calls
$534M
Puts
$150M
Net Calls
+$384M
Net Calls Change
+$279M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$452M
2
State Street
2
State Street
Massachusetts
$2.03B
3
BFA
3
BlackRock Fund Advisors
California
$607M
4
EA
4
Euclid Advisors
Connecticut
$82.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.12B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
JHC
2
JFB Holdings Corp
Georgia
$7.73M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$122M
4
LBG
4
Lloyds Banking Group
United Kingdom
$143K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$66.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
951
Piershale Financial Group
Illinois
$1K – – –
LWM
952
LBA Wealth Management
Florida
$1K – – –
AWCI
953
Alpine Woods Capital Investors
New York
$395 – – –
Walleye Trading
954
Walleye Trading
New York
$107 +$107 +2,363 New
Capital World Investors
955
Capital World Investors
California
– -$234M -5,330,000 Closed
SFM
956
Systematic Financial Management
New Jersey
– -$27.4M -623,129 Closed
PP
957
PDT Partners
New York
– -$24.7M -562,874 Closed
GIM
958
Gyrus Investment Management
Ontario, Canada
– -$4.48M -92,425 Closed
CCA
959
Catalyst Capital Advisors
New York
– -$3.09M -70,423 Closed
FAAM
960
First Allied Asset Management
California
– -$3.03M -69,400 Closed
BPGAM
961
BTG Pactual Global Asset Management
Bermuda
– -$3.03M -69,000 Closed
AL
962
Airain Ltd
Guernsey
– -$2.68M -61,020 Closed
CIA
963
CSat Investment Advisory
Michigan
– -$2.52M -57,255 Closed
BAAM
964
Baker Avenue Asset Management
California
– -$2.39M -54,458 Closed
WAM
965
Wood Asset Management
Florida
– -$1.84M -41,802 Closed
SFG
966
SNS Financial Group
Minnesota
– -$1.77M -40,227 Closed
IA
967
Icon Advisers
Colorado
– -$1.71M -38,900 Closed
AF
968
Aldebaran Financial
– -$1.26M -28,606 Closed
LCP
969
Longbow Capital Partners
New York
– -$923K -21,000 Closed
NIS
970
National Investment Services
Wisconsin
– -$905K -20,586 Closed
SCA
971
SAC Capital Advisors
Connecticut
– -$845K -19,221 Closed
BC
972
Barnett & Company
Tennessee
– -$711K -16,181 Closed
SGH
973
Schonfeld Group Holdings
New York
– -$554K -12,600 Closed
IPRC
974
Indices-Pac Research Corporation
New Jersey
– -$483K -10,994 Closed
PP
975
Paloma Partners
Connecticut
– -$457K -10,400 Closed
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