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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 %
CIBC Asset Management
176
CIBC Asset Management
Ontario, Canada
$8.6M -$66.8K -1,531 -0.8%
CIC
177
Crawford Investment Counsel
Georgia
$8.51M +$3.37M +77,293 +66%
ClearBridge Investments
178
ClearBridge Investments
New York
$8.46M -$118K -2,700 -1%
BSA
179
Braun Stacey Associates
New York
$8.29M -$190K -4,350 -2%
EWM
180
Edge Wealth Management
New York
$8.23M +$21.6K +495 +0.3%
BCM
181
Bridgeway Capital Management
Texas
$8.22M +$1.17M +26,900 +17%
Nuveen Asset Management
182
Nuveen Asset Management
Illinois
$7.78M +$5.22M +119,582 +204%
Allianz Asset Management
183
Allianz Asset Management
Germany
$7.63M -$182K -4,159 -2%
Calamos Advisors
184
Calamos Advisors
Illinois
$7.57M – – –
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$7.46M +$431K +9,860 +6%
JHC
186
JFB Holdings Corp
Georgia
$7.41M -$25.2K -578 -0.3%
OPERF
187
Oregon Public Employees Retirement Fund
Oregon
$7.38M +$210K +4,800 +3%
MME
188
Meag Munich Ergo
Germany
$7.36M +$2.32M +53,352 +46%
SIM
189
Sadoff Investment Management
Wisconsin
$7.31M +$127K +2,900 +2%
ELC
190
Edgar Lomax Company
Virginia
$7.17M +$188K +4,310 +3%
COPPSERS
191
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.17M +$48.6K +1,114 +0.7%
AT
192
Acadia Trust
Maine
$7.09M +$246K +5,637 +4%
IC
193
InterOcean Capital
Illinois
$7.07M -$2.91M -66,688 -29%
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$6.99M +$332K +7,616 +5%
OTPPB
195
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.98M +$290K +6,637 +4%
Macquarie Group
196
Macquarie Group
Australia
$6.93M -$31.8M -728,374 -82%
OH
197
Orbis Holdings
Bermuda
$6.93M +$1.69M +38,644 +32%
PIM
198
Perkins Investment Management
Illinois
$6.9M +$1.14M +26,078 +20%
Korea Investment Corp
199
Korea Investment Corp
South Korea
$6.89M -$4.48M -102,700 -39%
LIM
200
Leavell Investment Management
Alabama
$6.87M +$432K +9,902 +7%
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