SO icon

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.

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
1
Franklin Resources
California
$1.56B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$144M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$457M
4
American Century Companies
4
American Century Companies
Missouri
$86.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.99B

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$111M
2
Goldman Sachs
2
Goldman Sachs
New York
$157M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$56.3M
4
AI
4
Analytic Investors
California
$25.9M
5
Macquarie Group
5
Macquarie Group
Australia
$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
76
Magellan Asset Management
Australia
$41.2M +$371K +8,433 +0.9%
USAA
77
United Services Automobile Association
Texas
$41.2M -$3.7M -84,176 -8%
Dimensional Fund Advisors
78
Dimensional Fund Advisors
Texas
$39.3M +$784K +17,843 +2%
Stifel Financial
79
Stifel Financial
Missouri
$38.5M +$38.5M +874,480 New
WHG
80
Westwood Holdings Group
Texas
$38.3M +$4.39K +100 +0%
Ameriprise
81
Ameriprise
Minnesota
$36.7M +$3.78M +86,091 +12%
SF
82
Synovus Financial
Georgia
$33.9M -$1.04M -23,609 -3%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$32.8M +$472K +10,734 +1%
CA
84
Commerzbank Aktiengesellschaft
Germany
$32.7M +$3.5M +79,636 +12%
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$32.4M -$704K -16,018 -2%
LBG
86
Lloyds Banking Group
United Kingdom
$32M +$7.23M +164,603 +29%
CIM
87
Confluence Investment Management
Missouri
$31.9M +$3.75M +85,351 +13%
WHRC
88
W.H. Reaves & Co
New Jersey
$30.5M -$8.52M -194,001 -22%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$30.3M +$23.8M +542,719 +369%
TA
90
Teachers Advisors
New York
$29.9M -$247K -5,632 -0.8%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.8M -$1.38M -31,360 -4%
Lord, Abbett & Co
92
Lord, Abbett & Co
New Jersey
$29M -$6.52M -148,350 -18%
SAM
93
Shell Asset Management
Netherlands
$28.5M +$808K +18,381 +3%
PI
94
PGGM Investments
Netherlands
$28.4M +$1.08M +24,595 +4%
SFM
95
Systematic Financial Management
New Jersey
$27.4M +$27.4M +623,129 New
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
$27.1M +$27.1M +617,457 New
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$27M -$21.8M -476,136 -45%
SB
98
Suntrust Banks
Georgia
$26.1M -$390K -8,866 -1%
GF
99
Gabelli Funds
New York
$26.1M -$1.1M -25,000 -4%
AI
100
Analytic Investors
California
$25.9M -$29.8M -678,152 -54%
2 3
4
5 6