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Southern Company
SO

Overview Fund Activity

953 hedge funds and large institutions have $20.7B invested in Southern Company in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 414 increasing their positions, 308 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
+41
Holders Change %
+4.5%
% of All Funds
27.41%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.43%
New
82
Increased
414
Reduced
308
Closed
37
Calls
$534M
Puts
$150M
Net Calls
+$384M
Net Calls Change
+$279M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$452M
2
State Street
State Street
Massachusetts
$2.03B
3
BFA
BlackRock Fund Advisors
California
$607M
4
EA
Euclid Advisors
Connecticut
$82.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
JHC
JFB Holdings Corp
Georgia
$7.73M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$122M
4
LBG
Lloyds Banking Group
United Kingdom
$143K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$66.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
176
Capital Advisors Inc
Oklahoma
$8.93M +$642K +14,151 +8%
ClearBridge Investments
177
ClearBridge Investments
New York
$8.92M -$133K -2,920 -1%
BSA
178
Braun Stacey Associates
New York
$8.82M -$377K -8,315 -4%
Royal London Asset Management
179
Royal London Asset Management
United Kingdom
$8.67M -$38.8K -921 -0.4%
QAM
180
QCI Asset Management
New York
$8.66M +$110K +2,431 +1%
CIA
181
Capital Investment Advisors
Georgia
$8.61M +$371K +8,173 +5%
EWM
182
Edge Wealth Management
New York
$8.54M +$15.3K +337 +0.2%
CNB
183
City National Bank
California
$8.44M +$299K +6,578 +4%
Los Angeles Capital Management
184
Los Angeles Capital Management
California
$8.38M +$1.9M +41,847 +29%
ARC
185
Absolute Return Capital
Massachusetts
$8.2M -$10.5M -230,317 -56%
HighTower Advisors
186
HighTower Advisors
Illinois
$8.19M +$1.62M +35,627 +25%
Allianz Asset Management
187
Allianz Asset Management
Germany
$8.12M +$42.7K +942 +0.5%
Calamos Advisors
188
Calamos Advisors
Illinois
$7.87M +$567K +12,500 +8%
Mitsubishi UFJ Asset Management
189
Mitsubishi UFJ Asset Management
Japan
$7.86M +$10.4K +229 +0.1%
ProShare Advisors
190
ProShare Advisors
Maryland
$7.78M -$341K -7,504 -4%
JHC
191
JFB Holdings Corp
Georgia
$7.73M -$64.9M -1,429,386 -89%
Asset Management One
192
Asset Management One
Japan
$7.64M -$2.36M -52,217 -24%
SIM
193
Sadoff Investment Management
Wisconsin
$7.46M +$72.6K +1,600 +1%
OPERF
194
Oregon Public Employees Retirement Fund
Oregon
$7.46M +$304K +6,700 +4%
COPPSERS
195
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.4M -$316K -6,966 -4%
BCM
196
Bridgeway Capital Management
Texas
$7.32M +$7.32M +161,400 New
LTFS
197
Ladenburg Thalmann Financial Services
Florida
$7.27M -$40.8K -901 -0.6%
ELC
198
Edgar Lomax Company
Virginia
$7.26M +$18.2K +400 +0.3%
AT
199
Acadia Trust
Maine
$7.11M +$220K +4,845 +3%
Connor, Clark & Lunn Investment Management (CC&L)
200
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.07M +$5.3M +109,700 +300%
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