SO icon

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 %
HIMCH
151
Hartford Investment Management Co (HIMCO)
Connecticut
$11M -$377K -8,647 -3%
GIBU
152
Gulf International Bank (UK)
United Kingdom
$10.9M +$17K +390 +0.2%
KeyBank National Association
153
KeyBank National Association
Ohio
$10.8M -$103K -2,359 -0.9%
SG Americas Securities
154
SG Americas Securities
New York
$10.7M -$23.3M -532,885 -68%
AG
155
Aperio Group
California
$10.7M +$725K +16,612 +7%
CCMH
156
Cornerstone Capital Management Holdings
New York
$10.7M +$48.1K +1,101 +0.5%
EVM
157
Eaton Vance Management
Massachusetts
$10.6M -$138K -3,152 -1%
Asset Management One
158
Asset Management One
Japan
$10.6M +$3.21M +73,614 +44%
T
159
TOBAM
France
$10.5M +$10.5M +240,402 New
WIC
160
Willis Investment Counsel
Georgia
$9.94M – – –
FAF
161
Fjarde Ap-fonden
Sweden
$9.84M -$729K -16,698 -7%
DP
162
Dearborn Partners
Illinois
$9.82M -$231K -5,287 -2%
N
163
Natixis
France
$9.79M +$9.79M +224,185 New
MSA
164
Mason Street Advisors
Wisconsin
$9.71M +$8.08K +185 +0.1%
Nomura Asset Management
165
Nomura Asset Management
Japan
$9.63M -$350K -8,000 -4%
EIM
166
ExxonMobil Investment Management
Texas
$9.58M -$312K -7,158 -3%
IRF
167
IBM Retirement Fund
New York
$9.57M -$287K -6,573 -3%
Royal London Asset Management
168
Royal London Asset Management
United Kingdom
$9.54M +$562K +12,877 +6%
NEAM
169
New England Asset Management
Connecticut
$9.25M -$537K -12,300 -5%
CAI
170
Capital Advisors Inc
Oklahoma
$9.24M +$651K +14,922 +8%
QI
171
Qualcomm Inc
California
$9.24M – – –
FFIC
172
First Fiduciary Investment Counsel
Ohio
$9.1M -$304K -6,955 -3%
CIA
173
Capital Investment Advisors
Georgia
$9.08M +$800K +18,317 +10%
QAM
174
QCI Asset Management
New York
$8.7M +$364K +8,332 +4%
GGPS
175
Gary Goldberg Planning Services
New York
$8.61M +$1.89M +43,313 +28%
5 6
7
8 9