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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
$2.27B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$189M
4
BFA
BlackRock Fund Advisors
California
$748M
5
EA
Euclid Advisors
Connecticut
$104M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.52B
2
AAMU
Amundi Asset Management US
Massachusetts
$0
3
Nordea Investment Management
Nordea Investment Management
Sweden
$91M
4
EIP
Energy Income Partners
Connecticut
$42.7M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
976
Plante Moran Financial Advisors
Michigan
$55K +$11.2K +229 +26%
KTC
977
Kistler-Tiffany Companies
Pennsylvania
$54K -$130K -2,619 -71%
CFA
978
Camarda Financial Advisors
Florida
$52K +$25.2K +517 +94%
VFA
979
Virtus Fund Advisers
Connecticut
$51K – – –
RMAM
980
Raab & Moskowitz Asset Management
New Jersey
$49K +$49K +1,003 New
NCMG
981
NCM Capital Management Group
North Carolina
$48K -$51.7K -1,050 -52%
IMS
982
Index Management Solutions
Pennsylvania
$46K -$124K -2,506 -73%
WAM
983
Wolverine Asset Management
Illinois
$44K -$303K -6,200 -87%
JWA
984
JFS Wealth Advisors
Pennsylvania
$44K – – –
TWA
985
TCI Wealth Advisors
Arizona
$43K -$12.2K -251 -22%
FAM
986
Formidable Asset Management
Ohio
$42K – – –
AP
987
Atwood & Palmer
Missouri
$40K – – –
MIC
988
MU Investments Company
Japan
$40K – – –
MFBTD
989
MB Financial Bank - Trust Department
Illinois
$39K -$110K -2,251 -74%
TF
990
Tompkins Financial
New York
$38K – – –
GWA
991
Genesis Wealth Advisors
Massachusetts
$34.2K +$34.2K +744 New
BWFA
992
Baltimore-Washington Financial Advisors
Maryland
$34K +$9.71K +200 +40%
MWP
993
MYCIO Wealth Partners
Pennsylvania
$32K – – –
VNB
994
Valley National Bancorp
New York
$31K – – –
AC
995
Alexandria Capital
Virginia
$30K – – –
FMB
996
Field & Main Bank
Kentucky
$30K +$4.88K +100 +19%
CFN
997
Cordasco Financial Network
Florida
$27K +$27K +550 New
RA
998
Rational Advisors
New York
$26K +$26K +530 New
AA
999
Apriem Advisors
California
$25K -$24.7K -493 -50%
AII
1000
AGF Investments Inc
Ontario, Canada
$25K – – –
38 39
40
41 42