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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 %
SFPIA
1001
Stevens First Principles Investment Advisors
California
$25K – – –
SIA
1002
SeaBridge Investment Advisors
New Jersey
$25K +$25K +500 New
AWM
1003
AllSquare Wealth Management
New York
$25K +$25K +500 New
FNYS
1004
First New York Securities
New York
$24.6K -$42.5K -866 -63%
UFA
1005
US Financial Advisors
Massachusetts
$22K +$22K +453 New
RCG
1006
Ruggie Capital Group
Florida
$21K +$21K +428 New
WCM
1007
Westend Capital Management
California
$21K +$21K +430 New
PFO
1008
Pathstone Family Office
New Jersey
$20K – – –
DOA
1009
D'Orazio & Associates
Virginia
$20K – – –
CWM
1010
Catamount Wealth Management
Connecticut
$20K +$20K +400 New
HR
1011
Howe & Rusling
New York
$18K – – –
HMS
1012
Hanseatic Management Services
New Mexico
$18K +$18K +357 New
HCC
1013
Hirtle Callaghan & Co
Pennsylvania
$17K – – –
WCM
1014
Wealthcare Capital Management
Virginia
$15K – – –
AA
1015
AlphaMark Advisors
Kentucky
$14K – – –
SC
1016
Searle & Co
Connecticut
$14K +$14K +286 New
CAW
1017
Cornerstone Advisors (Washington)
Washington
$12K +$8.36K +172 +229%
HCM
1018
Highlander Capital Management
New Jersey
$11K – – –
TDC
1019
Thompson Davis & Co
Virginia
$11K +$11K +233 New
MUMSS
1020
Mitsubishi UFJ Morgan Stanley Securities
Japan
$10K -$21K -420 -68%
NC
1021
NewSquare Capital
Pennsylvania
$10K – – –
CAL
1022
Capital Advisors Ltd
Ohio
$10K – – –
CFG
1023
CKW Financial Group
Hawaii
$10K – – –
RAM
1024
Riggs Asset Management
Pennsylvania
$10K – – –
Group One Trading
1025
Group One Trading
Illinois
$10K +$10K +200 New
39 40
41
42 43