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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 %
VDI
126
Vaughan David Investments
Illinois
$20.4M -$732K -14,915 -3%
AIG
127
American International Group
New York
$19.9M -$67.8K -1,380 -0.3%
MME
128
Meag Munich Ergo
Germany
$18.5M +$10M +201,318 +119%
EARNEST Partners
129
EARNEST Partners
Georgia
$18.4M -$392K -7,980 -2%
RFC
130
Russell Frank Company
Washington
$18.3M -$1.88M -37,816 -9%
SOMRS
131
State of Michigan Retirement System
Michigan
$18.2M +$172K +3,500 +1%
CA
132
Commerzbank Aktiengesellschaft
Germany
$18.1M -$21.8M -443,272 -55%
Aviva
133
Aviva
United Kingdom
$18.1M -$30.9K -630 -0.2%
AIMCA
134
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.8M -$992K -20,200 -5%
BSPF
135
British Steel Pension Fund
United Kingdom
$17.7M – – –
NFA
136
Nationwide Fund Advisors
Ohio
$17.4M -$1.09M -22,231 -6%
TPSF
137
Texas Permanent School Fund
Texas
$16.8M -$281K -5,713 -2%
TSU
138
TD Securities (USA)
New York
$16.8M +$1.39M +28,384 +9%
WG
139
Welch Group
Alabama
$16.7M +$760K +15,483 +5%
HighTower Advisors
140
HighTower Advisors
Illinois
$16.5M +$2.46M +50,072 +17%
US Bancorp
141
US Bancorp
Minnesota
$16.5M -$217K -4,413 -1%
B
142
BP
United Kingdom
$16.2M +$10.6M +215,000 +187%
T
143
Thomaspartners
Massachusetts
$15.8M -$746K -15,185 -5%
Public Sector Pension Investment Board (PSP Investments)
144
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15M -$1.25M -25,500 -8%
CDH
145
Charles D. Hyman
$14.9M -$59.3K -1,208 -0.4%
Credit Agricole
146
Credit Agricole
France
$14.9M -$461K -9,160 -3%
HFS
147
HL Financial Services
Kentucky
$14.8M -$538K -10,963 -4%
QI
148
Qualcomm Inc
California
$14.7M +$4.29M +87,440 +41%
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
$14.5M -$177K -3,600 -1%
N
150
Natixis
France
$14.4M +$3.42M +69,704 +31%
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