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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.

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 %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$44.6M -$4.03M -88,712 -8%
First Trust Advisors
77
First Trust Advisors
Illinois
$43.2M -$18.1M -397,923 -29%
USAA
78
United Services Automobile Association
Texas
$42.6M +$57.9K +1,275 +0.1%
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$42.6M +$1.94M +42,751 +5%
VLKIM
80
Van Lanschot Kempen Investment Management
Netherlands
$41.3M -$2.71M -59,800 -6%
Macquarie Group
81
Macquarie Group
Australia
$40.3M -$12.8M -282,300 -24%
Stifel Financial
82
Stifel Financial
Missouri
$39M -$649K -14,301 -2%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$38.7M +$4.8M +105,801 +14%
MAM
84
Magellan Asset Management
Australia
$38.7M -$3.85M -84,899 -9%
SF
85
Synovus Financial
Georgia
$38.5M +$3.45M +75,919 +10%
AAM
86
Aberdeen Asset Management
United Kingdom
$38.5M +$21M +462,013 +120%
MAA
87
Managed Account Advisors
New Jersey
$38.2M -$17.7M -389,719 -32%
AAF
88
Andra AP-fonden
Sweden
$37.9M +$37.9M +836,100 New
Cohen & Steers
89
Cohen & Steers
New York
$37.2M -$5.39M -118,846 -13%
SAM
90
Shell Asset Management
Netherlands
$36M +$6.53M +143,816 +22%
SG Americas Securities
91
SG Americas Securities
New York
$35.3M -$9.91M -218,279 -22%
CIM
92
Confluence Investment Management
Missouri
$35.2M +$2.25M +49,560 +7%
CA
93
Commerzbank Aktiengesellschaft
Germany
$32.8M -$943K -20,775 -3%
TA
94
Teachers Advisors
New York
$32.5M +$1.65M +36,456 +5%
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$32.5M -$1.03M -22,764 -3%
WHRC
96
W.H. Reaves & Co
New Jersey
$32.3M +$812K +17,903 +3%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$31M +$140K +3,076 +0.5%
SB
98
Suntrust Banks
Georgia
$30.4M +$3.44M +75,862 +13%
Lord, Abbett & Co
99
Lord, Abbett & Co
New Jersey
$28.6M -$1.43M -31,606 -5%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$27.6M +$392K +8,506 +1%
2 3
4
5 6