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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 %
AT
201
Acadia Trust
Maine
$6.67M +$348K +7,921 +6%
OI
202
Oakbrook Investments
Illinois
$6.58M -$1.14M -25,964 -15%
OTPPB
203
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.55M -$1.38M -31,379 -17%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$6.46M +$119K +2,697 +2%
HighTower Advisors
205
HighTower Advisors
Illinois
$6.36M +$319K +7,255 +5%
Nomura Holdings
206
Nomura Holdings
Japan
$6.32M +$702K +16,040 +13%
Los Angeles Capital Management
207
Los Angeles Capital Management
California
$6.28M -$1.17M -26,532 -16%
TRSOTSOK
208
Teachers Retirement System of the State of Kentucky
Kentucky
$6.27M – – –
VCM
209
Vigilant Capital Management
Maine
$6.25M +$132K +3,015 +2%
B
210
Baird
Wisconsin
$6.16M +$117K +2,656 +2%
SC
211
Sculptor Capital
New York
$6.13M -$7.22M -164,432 -54%
BCM
212
Buckhead Capital Management
Georgia
$6.11M -$139K -3,155 -2%
FBNAT
213
FirstMerit Bank N.A. Trustee
Ohio
$5.91M +$60.7K +1,382 +1%
PAM
214
Panagora Asset Management
Massachusetts
$5.9M +$244K +5,547 +4%
Truist Financial
215
Truist Financial
North Carolina
$5.88M +$96.2K +2,189 +2%
FNBOO
216
First National Bank of Omaha
Nebraska
$5.87M -$44.2K -1,005 -0.7%
Acadian Asset Management
217
Acadian Asset Management
Massachusetts
$5.86M +$365K +8,303 +7%
LIM
218
Leavell Investment Management
Alabama
$5.79M +$323K +7,347 +6%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$5.77M -$5.01K -114 -0.1%
PAM
220
Private Asset Management
California
$5.77M +$81.2K +1,847 +1%
TU
221
TDAM USA
Ontario, Canada
$5.72M -$8.18M -186,174 -59%
Creative Planning
222
Creative Planning
Kansas
$5.71M +$840K +19,107 +17%
AMIM
223
Aull & Monroe Investment Management
Alabama
$5.71M -$26.1K -593 -0.5%
LS
224
Livforsakringsbolaget Skandia
Sweden
$5.65M +$5.65M +128,476 New
BIM
225
Bridgecreek Investment Management
Oklahoma
$5.58M +$6.59K +150 +0.1%
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9
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