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Southern Company
SO

Overview Fund Activity

924 hedge funds and large institutions have $19.8B invested in Southern Company in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 418 increasing their positions, 318 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
-29
Holders Change %
-3.04%
% of All Funds
26.83%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
38
Increased
418
Reduced
318
Closed
56
Calls
$264M
Puts
$137M
Net Calls
+$127M
Net Calls Change
-$258M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B
2
Franklin Resources
2
Franklin Resources
California
$1.63B
3
CA
3
Cortland Advisers
Delaware
$43.7M
4
Deutsche Bank
4
Deutsche Bank
Germany
$137M
5
Ameriprise
5
Ameriprise
Minnesota
$86.2M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$231M
2
State Street
2
State Street
Massachusetts
$1.87B
3
EA
3
Euclid Advisors
Connecticut
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
951
Bluefin Capital Management
New York
– -$400K -10,229 Closed
PCM
952
Prelude Capital Management
New York
– -$454K -10,011 Closed
DY
953
Dowling & Yahnke
California
– -$447K -9,847 Closed
Fisher Asset Management
954
Fisher Asset Management
Washington
– -$404K -8,899 Closed
Tudor Investment Corp
955
Tudor Investment Corp
Connecticut
– -$322K -7,100 Closed
KB
956
Kimelman & Baird
New York
– -$314K -6,910 Closed
Jones Financial Companies
957
Jones Financial Companies
Missouri
– -$309K -6,812 Closed
WA
958
Whitebox Advisors
Minnesota
– -$304K -6,700 Closed
CCG
959
Cypress Capital Group
Florida
– -$303K -6,686 Closed
MSU
960
Maple Securities USA
New Jersey
– -$296K -6,533 Closed
FCH
961
Freestone Capital Holdings
Washington
– -$262K -5,764 Closed
1SB
962
1ST Source Bank
Indiana
– -$248K -5,462 Closed
SM
963
Stratton Management
Pennsylvania
– -$241K -5,300 Closed
SAS
964
Spectrum Advisory Services
Georgia
– -$233K -5,128 Closed
PFBT
965
Parkside Financial Bank & Trust
Missouri
– -$220K -4,860 Closed
YP
966
Yellowstone Partners
Idaho
– -$220K -4,858 Closed
FWCM
967
Ferguson Wellman Capital Management
Oregon
– -$209K -4,615 Closed
STMM
968
South Texas Money Management
Texas
– -$209K -4,614 Closed
TSWM
969
Triangle Securities Wealth Management
North Carolina
– -$205K -4,522 Closed
TAM
970
Tocqueville Asset Management
New York
– -$170K -3,742 Closed
MBT
971
Monroe Bank & Trust
Michigan
– -$161K -3,550 Closed
Walleye Trading
972
Walleye Trading
New York
– -$107 -2,363 Closed
TI
973
Turner Investments
Pennsylvania
– -$100K -2,200 Closed
PAS
974
Partnervest Advisory Services
California
– -$70K -1,538 Closed
VAM
975
Visionary Asset Management
Texas
– -$37K -814 Closed
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