SO icon

Southern Company
SO

Overview Fund Activity

912 hedge funds and large institutions have $19.2B invested in Southern Company in 2014 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 369 increasing their positions, 340 reducing their positions, and 38 closing their positions.

Holders
912
Holders Change
+25
Holders Change %
+2.82%
% of All Funds
26.36%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.32%
New
71
Increased
369
Reduced
340
Closed
38
Calls
$232M
Puts
$127M
Net Calls
+$105M
Net Calls Change
+$46M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.56B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$144M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$457M
4
American Century Companies
4
American Century Companies
Missouri
$86.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.99B

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$111M
2
Goldman Sachs
2
Goldman Sachs
New York
$157M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$56.3M
4
AI
4
Analytic Investors
California
$25.9M
5
Macquarie Group
5
Macquarie Group
Australia
$51.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SONJCPFA
101
State of New Jersey Common Pension Fund A
New Jersey
$25.1M 571,000 -120,000 -17%
PP
102
PDT Partners
New York
$24.7M 562,874 +562,874 New
RFC
103
Regions Financial Corp
Alabama
$24.3M 553,222 -60,059 -10%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$23.8M 541,389 -4,638 -0.8%
PAMU
105
Pictet Asset Management (UK)
United Kingdom
$23.7M 540,093 +800 +0.1%
Retirement Systems of Alabama
106
Retirement Systems of Alabama
Alabama
$23.5M 535,813 +15,116 +3%
H
107
Hexavest
Quebec, Canada
$23.3M 530,462 +528,000 +21,446%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$22.8M 518,977 +29,098 +6%
ASRS
109
Arizona State Retirement System
Arizona
$22.6M 514,760 -23,000 -4%
RFC
110
Russell Frank Company
Washington
$22.6M 514,454 +35,096 +7%
Robeco Institutional Asset Management
111
Robeco Institutional Asset Management
Netherlands
$22.3M 507,974 -68,164 -12%
AQR Capital Management
112
AQR Capital Management
Connecticut
$21.6M 491,015 +24,900 +5%
Public Employees Retirement Association of Colorado
113
Public Employees Retirement Association of Colorado
Colorado
$19.8M 450,399 -109 -0%
TG
114
TCW Group
California
$19.4M 441,390 +5,200 +1%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$19.3M 440,332 +2,686 +0.6%
Aviva
116
Aviva
United Kingdom
$19.3M 439,740 -40,080 -8%
VDI
117
Vaughan David Investments
Illinois
$18.3M 417,050 +5,670 +1%
ARC
118
Absolute Return Capital
Massachusetts
$18.1M 411,035 +17,873 +5%
Axa
119
Axa
France
$17.9M 407,966 +17,334 +4%
EARNEST Partners
120
EARNEST Partners
Georgia
$17.9M 406,560 -6,797 -2%
NFA
121
Nationwide Fund Advisors
Ohio
$17.3M 392,696 +63,506 +19%
TPSF
122
Texas Permanent School Fund
Texas
$17.1M 389,644 -18,627 -5%
AAM
123
Aberdeen Asset Management
United Kingdom
$16.9M 385,569 – –
ACI
124
AMP Capital Investors
Australia
$16.9M 389,382 -28,540 -7%
AIG
125
American International Group
New York
$16.9M 383,992 +7,843 +2%
3 4
5
6 7