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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 %
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$42.5M +$1.52M +34,911 +4%
USAA
77
United Services Automobile Association
Texas
$42M +$1.01M +23,173 +2%
First Trust Advisors
78
First Trust Advisors
Illinois
$39.6M -$1.94M -44,497 -5%
MAA
79
Managed Account Advisors
New Jersey
$39.3M +$2.55M +58,340 +7%
Stifel Financial
80
Stifel Financial
Missouri
$39.2M +$1.68M +38,567 +4%
MAM
81
Magellan Asset Management
Australia
$39.1M +$1.88M +43,180 +5%
SF
82
Synovus Financial
Georgia
$38.8M +$1.84M +42,174 +5%
AAM
83
Aberdeen Asset Management
United Kingdom
$36.3M -$691K -15,838 -2%
CIM
84
Confluence Investment Management
Missouri
$36M +$2.22M +50,925 +7%
CA
85
Commerzbank Aktiengesellschaft
Germany
$35.5M +$3.9M +89,322 +12%
AAF
86
Andra AP-fonden
Sweden
$34.6M -$1.89M -43,200 -5%
SAM
87
Shell Asset Management
Netherlands
$34.1M -$510K -11,681 -1%
TA
88
Teachers Advisors
New York
$33.1M +$1.82M +41,610 +6%
Chevy Chase Trust
89
Chevy Chase Trust
Maryland
$32.4M +$1.16M +26,611 +4%
VLKIM
90
Van Lanschot Kempen Investment Management
Netherlands
$31.9M -$7.76M -177,800 -20%
Renaissance Technologies
91
Renaissance Technologies
New York
$31.1M +$31.1M +711,800 New
WHRC
92
W.H. Reaves & Co
New Jersey
$31.1M – – –
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.4M -$359K -8,233 -1%
Robeco Institutional Asset Management
94
Robeco Institutional Asset Management
Netherlands
$28.1M +$5.36M +122,845 +24%
M&T Bank
95
M&T Bank
New York
$26.7M +$22.5M +515,055 +531%
GF
96
Gabelli Funds
New York
$26.2M – – –
PAMU
97
Pictet Asset Management (UK)
United Kingdom
$25.3M +$812K +18,600 +3%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$24.9M – – –
SB
99
Suntrust Banks
Georgia
$24.8M -$4.39M -100,469 -15%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$24.5M -$1.6M -36,710 -6%
2 3
4
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