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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
+$169M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$166M
4
BFA
BlackRock Fund Advisors
California
+$130M
5
EA
Euclid Advisors
Connecticut
+$104M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$319M
2
AAMU
Amundi Asset Management US
Massachusetts
-$74.9M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$68.9M
4
EIP
Energy Income Partners
Connecticut
-$67.6M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
1026
Exchange Capital Management
Michigan
$8K +$8K +187 New
CTB
1027
Country Trust Bank
Illinois
$7.96K -$3.93K -80 -33%
1832 Asset Management
1028
1832 Asset Management
Ontario, Canada
$7K +$7K +150 New
NYLT
1029
New York Life Trust
New York
$6K -$5.27K -115 -47%
SA
1030
SRH Advisors
Kansas
$6K – – –
SSG
1031
Summit Securities Group
New York
$5K -$135K -2,700 -96%
JAM
1032
Jolley Asset Management
North Carolina
$5K – – –
BCFS
1033
Butensky & Cohen Financial Security
Florida
$5K +$5K +100 New
BRWA
1034
B. Riley Wealth Advisors
Florida
$3.38K +$1.6K +5,970 +90%
SGAM
1035
Smith Group Asset Management
Texas
$3K – – –
NG
1036
NatWest Group
United Kingdom
$1.76K -$141 -2,879 -7%
HF
1037
Hoxton Financial
West Virginia
$1K – – –
PFG
1038
Piershale Financial Group
Illinois
$1K – – –
LWM
1039
LBA Wealth Management
Florida
$1K – – –
FTC
1040
Farmers Trust Company
Ohio
$781 -$832K -15,982 -100%
AAMU
1041
Amundi Asset Management US
Massachusetts
– -$74.9M -1,717,001 Closed
Two Sigma Investments
1042
Two Sigma Investments
New York
– -$18.6M -427,200 Closed
KACA
1043
Kayne Anderson Capital Advisors
California
– -$14.1M -323,000 Closed
SC
1044
Sculptor Capital
New York
– -$4.28M -98,143 Closed
O
1045
OppenheimerFunds
New York
– -$3.5M -80,250 Closed
SCM
1046
Stonebridge Capital Management
California
– -$1.78M -40,718 Closed
MF
1047
Magnetar Financial
Illinois
– -$1.46M -33,388 Closed
Two Sigma Advisers
1048
Two Sigma Advisers
New York
– -$843K -19,302 Closed
SDJVC
1049
St. Denis J. Villere & Co
Louisiana
– -$605K -13,851 Closed
OL
1050
Orbitronix LP
California
– -$533K -12,200 Closed
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