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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.

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
1
Americafirst Capital Management
California
$1.02B
2
State Street
2
State Street
Massachusetts
$2.27B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$189M
4
BFA
4
BlackRock Fund Advisors
California
$748M
5
EA
5
Euclid Advisors
Connecticut
$104M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.52B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$91M
4
EIP
4
Energy Income Partners
Connecticut
$42.7M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$49.3M +$5.18M +105,346 +12%
MAA
77
Managed Account Advisors
New Jersey
$49.2M +$4.98M +101,331 +11%
CA
78
Cortland Advisers
Delaware
$49.1M – – –
SO
79
STRS Ohio
Ohio
$47.8M -$3.6M -73,258 -7%
Hotchkis & Wiley Capital Management
80
Hotchkis & Wiley Capital Management
California
$46.4M -$49.5M -1,007,713 -52%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$46.2M +$19.5M +396,117 +73%
SM
82
Seminole Management
New York
$44.5M -$15.4M -314,154 -26%
Millennium Management
83
Millennium Management
New York
$43.6M +$43.6M +886,864 New
AQR Capital Management
84
AQR Capital Management
Connecticut
$43.2M +$19.4M +395,069 +82%
EIP
85
Energy Income Partners
Connecticut
$42.7M -$67.6M -1,375,703 -61%
SF
86
Synovus Financial
Georgia
$42.1M -$1.56M -31,698 -4%
CIM
87
Confluence Investment Management
Missouri
$41.6M +$1.05M +21,318 +3%
MAM
88
Magellan Asset Management
Australia
$39.2M -$4.79M -97,559 -11%
SAM
89
Shell Asset Management
Netherlands
$39.2M +$829K +16,874 +2%
TA
90
Teachers Advisors
New York
$39M +$1.82M +36,993 +5%
USAA
91
United Services Automobile Association
Texas
$39M -$8.23M -167,600 -17%
AAF
92
Andra AP-fonden
Sweden
$38.6M -$349K -7,100 -0.9%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$37.8M +$1.33M +27,173 +4%
NA
94
Navellier & Associates
Nevada
$35.8M +$35.3M +717,922 +6,710%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.1M -$20.1K -409 -0.1%
AAM
96
Advisors Asset Management
Colorado
$32.4M +$9.79M +199,441 +43%
AAM
97
Aberdeen Asset Management
United Kingdom
$31.8M -$9.09M -185,088 -22%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$31.7M +$47.8K +973 +0.2%
RCM
99
Riverhead Capital Management
Delaware
$30.9M +$7.45M +151,725 +32%
PAMU
100
Pictet Asset Management (UK)
United Kingdom
$30.8M +$2.34M +47,601 +8%
2 3
4
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