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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 %
QAM
176
QCI Asset Management
New York
$8.28M +$154K +3,495 +2%
RCM
177
Riverhead Capital Management
Delaware
$8.27M -$4.42M -100,630 -35%
EWM
178
Edge Wealth Management
New York
$8.26M +$726K +16,520 +10%
CAI
179
Capital Advisors Inc
Oklahoma
$8.02M +$932K +21,207 +13%
CIA
180
Capital Investment Advisors
Georgia
$7.98M +$573K +13,039 +8%
CNB
181
City National Bank
California
$7.89M -$384K -8,746 -5%
ProShare Advisors
182
ProShare Advisors
Maryland
$7.87M +$1.25M +28,342 +19%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$7.84M -$3.63M -82,553 -32%
Allianz Asset Management
184
Allianz Asset Management
Germany
$7.82M +$1.14M +26,020 +17%
IGIM
185
I.G. Investment Management
Manitoba, Canada
$7.73M +$7.15M +162,825 +1,246%
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$7.6M -$418K -9,509 -5%
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.48M +$80.2K +1,825 +1%
RMA
188
Roffman Miller Associates
Pennsylvania
$7.23M +$467K +10,620 +7%
SIM
189
Sadoff Investment Management
Wisconsin
$7.16M +$85.7K +1,950 +1%
O
190
OppenheimerFunds
New York
$7.15M +$1.71M +39,025 +32%
SAM
191
Securian Asset Management
Minnesota
$7.12M -$1.43M -32,540 -17%
Calamos Advisors
192
Calamos Advisors
Illinois
$7.07M – – –
LTFS
193
Ladenburg Thalmann Financial Services
Florida
$7.07M +$1.01M +23,119 +17%
ELC
194
Edgar Lomax Company
Virginia
$7.01M +$248K +5,650 +4%
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$6.93M -$13.2K -300 -0.2%
IC
196
InterOcean Capital
Illinois
$6.91M +$330K +7,500 +5%
DP
197
Dearborn Partners
Illinois
$6.89M -$2.15M -48,906 -24%
URS
198
Utah Retirement Systems
Utah
$6.87M +$48.3K +1,100 +0.7%
BOH
199
Bank of Hawaii
Hawaii
$6.7M -$223K -5,068 -3%
LIC
200
Lodestar Investment Counsel
Illinois
$6.67M +$48.3K +1,100 +0.7%
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