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Southern Company
SO

Overview Fund Activity

924 hedge funds and large institutions have $19.8B invested in Southern Company in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 418 increasing their positions, 318 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
-29
Holders Change %
-3.04%
% of All Funds
26.83%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
38
Increased
418
Reduced
318
Closed
56
Calls
$264M
Puts
$137M
Net Calls
+$127M
Net Calls Change
-$258M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.16B
2
Franklin Resources
Franklin Resources
California
$1.63B
3
CA
Cortland Advisers
Delaware
$43.7M
4
Deutsche Bank
Deutsche Bank
Germany
$137M
5
Ameriprise
Ameriprise
Minnesota
$86.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$231M
2
State Street
State Street
Massachusetts
$1.87B
3
EA
Euclid Advisors
Connecticut
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
126
Aviva
United Kingdom
$16.1M +$51.9K +1,190 +0.3%
SOMRS
127
State of Michigan Retirement System
Michigan
$16M +$96K +2,200 +0.6%
BSPF
128
British Steel Pension Fund
United Kingdom
$15.7M -$125K -2,853 -0.8%
TPSF
129
Texas Permanent School Fund
Texas
$15.2M -$1.03M -23,503 -6%
US Bancorp
130
US Bancorp
Minnesota
$14.8M -$61.4K -1,407 -0.4%
T
131
Thomaspartners
Massachusetts
$14.7M -$476K -10,916 -3%
Public Sector Pension Investment Board (PSP Investments)
132
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.4M -$231K -5,300 -2%
WG
133
Welch Group
Alabama
$14.2M +$476K +10,910 +3%
KACA
134
Kayne Anderson Capital Advisors
California
$14.1M +$873K +20,000 +7%
BCIM
135
British Columbia Investment Management
British Columbia, Canada
$13.7M -$1.23M -28,087 -8%
TSU
136
TD Securities (USA)
New York
$13.7M +$82.7K +1,895 +0.6%
HFS
137
HL Financial Services
Kentucky
$13.6M +$108K +2,467 +0.8%
Credit Agricole
138
Credit Agricole
France
$13.3M -$241K -5,528 -2%
CDH
139
Charles D. Hyman
$13.3M +$867K +19,854 +7%
PI
140
Putnam Investments
Massachusetts
$13.3M -$326K -7,459 -2%
Citadel Advisors
141
Citadel Advisors
Florida
$13.2M +$6.53M +149,555 +97%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$13.1M -$201K -4,600 -2%
National Pension Service
143
National Pension Service
South Korea
$12.9M +$12.9M +295,911 New
Comerica Bank
144
Comerica Bank
Texas
$12.7M +$687K +15,737 +6%
RT
145
Rockland Trust
Massachusetts
$12.6M +$898K +20,570 +8%
HighTower Advisors
146
HighTower Advisors
Illinois
$12.5M +$4.64M +106,395 +59%
ORIO
147
Old Republic International (ORI)
Illinois
$12M +$2.18M +50,000 +22%
Lazard Asset Management
148
Lazard Asset Management
New York
$12M +$9.05M +207,359 +307%
BNP Paribas Asset Management
149
BNP Paribas Asset Management
France
$11.5M -$553K -12,671 -5%
VRS
150
Virginia Retirement Systems
Virginia
$11.4M +$9.73K +223 +0.1%
4 5
6
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