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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 %
MBT
951
Monroe Bank & Trust
Michigan
$98K +$98K +2,000 New
BCM
952
Blume Capital Management
California
$98K +$98K +2,000 New
WTC
953
WhitTier Trust Company
Nevada
$95K – – –
WF
954
WealthTrust Fairport
Ohio
$95K +$55.8K +1,140 +143%
TCM
955
TD Capital Management
Tennessee
$87K – – –
TFO
956
Tarbox Family Office
California
$83K -$3.5K -71 -4%
SNT
957
Security National Trust
West Virginia
$81K +$1.73K +35 +2%
BRWM
958
B. Riley Wealth Management
Tennessee
$79K +$17.9K +365 +29%
VIA
959
Vantage Investment Advisors
Pennsylvania
$76K – – –
BOK
960
Bank of Kentucky
Kentucky
$75K – – –
SGC
961
South Georgia Capital
Illinois
$74K -$24.7K -500 -25%
JFA
962
JNBA Financial Advisors
Minnesota
$74K – – –
AWM
963
Avior Wealth Management
Nebraska
$74K – – –
LWCFA
964
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K – – –
Manulife (Manufacturers Life Insurance)
965
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.6K +$2.17K +44,250 +3%
PCTC
966
Perkins Coie Trust Company
Washington
$70K – – –
KA
967
Klingman & Associates
New York
$69K +$69K +1,416 New
MCM
968
MV Capital Management
Maryland
$68K +$68K +1,385 New
CWM
969
Cranbrook Wealth Management
Michigan
$66K – – –
FNBSF
970
First National Bank Sioux Falls
South Dakota
$65K – – –
MA
971
MCF Advisors
Kentucky
$64K -$23.9K -484 -27%
LNB
972
Ledyard National Bank
$64K – – –
KCM
973
Karp Capital Management
California
$60K +$60K +1,226 New
GWS
974
Glassman Wealth Services
Virginia
$59K +$59K +1,200 New
HRIA
975
Haberer Registered Investment Advisor
Ohio
$58K +$543 +11 +0.9%
37 38
39
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