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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.

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

Top Sellers

1
EIP
Epoch Investment Partners
New York
$111M
2
Goldman Sachs
Goldman Sachs
New York
$157M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$56.3M
4
AI
Analytic Investors
California
$25.9M
5
Macquarie Group
Macquarie Group
Australia
$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
151
Rockland Trust
Massachusetts
$11.6M +$1M +22,787 +9%
VRS
152
Virginia Retirement Systems
Virginia
$11.4M +$298K +6,776 +3%
Korea Investment Corp
153
Korea Investment Corp
South Korea
$11.2M -$1.87M -42,500 -14%
FAF
154
Fjarde Ap-fonden
Sweden
$11.1M +$547K +12,449 +5%
HIMCH
155
Hartford Investment Management Co (HIMCO)
Connecticut
$10.8M -$374K -8,522 -3%
GIBU
156
Gulf International Bank (UK)
United Kingdom
$10.7M +$159K +3,621 +2%
NEAM
157
New England Asset Management
Connecticut
$10.6M -$61.5K -1,400 -0.6%
WTNA
158
Wilmington Trust National Association
Delaware
$10.2M +$414K +9,433 +4%
Nomura Asset Management
159
Nomura Asset Management
Japan
$10.2M -$3.06M -69,720 -23%
EIM
160
ExxonMobil Investment Management
Texas
$10.2M +$133K +3,019 +1%
WIC
161
Willis Investment Counsel
Georgia
$10M +$8.79K +200 +0.1%
ORIO
162
Old Republic International (ORI)
Illinois
$9.92M +$87.9K +2,000 +0.9%
EVM
163
Eaton Vance Management
Massachusetts
$9.88M -$606K -13,785 -6%
AG
164
Aperio Group
California
$9.86M +$9.86M +224,436 New
IRF
165
IBM Retirement Fund
New York
$9.85M -$5.38M -122,732 -35%
MIS
166
Morningstar Investment Services
Illinois
$9.66M +$866K +19,715 +10%
Asset Management One
167
Asset Management One
Japan
$9.64M +$5.08M +116,613 +111%
WT
168
Wilmington Trust
Delaware
$9.44M +$33.1K +754 +0.4%
HCM
169
Highbridge Capital Management
New York
$9.41M +$9.41M +214,103 New
FFIC
170
First Fiduciary Investment Counsel
Ohio
$9.32M +$9.32M +212,075 New
MSA
171
Mason Street Advisors
Wisconsin
$9.12M +$2.69M +61,330 +42%
Royal London Asset Management
172
Royal London Asset Management
United Kingdom
$8.94M -$328K -7,581 -4%
BSA
173
Braun Stacey Associates
New York
$8.9M -$87.2K -1,985 -1%
CIBC Asset Management
174
CIBC Asset Management
Ontario, Canada
$8.84M -$287K -6,523 -3%
ClearBridge Investments
175
ClearBridge Investments
New York
$8.76M -$176K -3,995 -2%
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