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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 %
Creative Planning
201
Creative Planning
Kansas
$6.8M +$1.3M +29,807 +24%
ProShare Advisors
202
ProShare Advisors
Maryland
$6.78M -$705K -16,143 -9%
URS
203
Utah Retirement Systems
Utah
$6.74M -$13.1K -300 -0.2%
BFG
204
Beacon Financial Group
Texas
$6.73M +$188K +4,309 +3%
LIC
205
Lodestar Investment Counsel
Illinois
$6.72M +$19.6K +450 +0.3%
Los Angeles Capital Management
206
Los Angeles Capital Management
California
$6.67M -$1.4M -31,967 -17%
PI
207
Placemark Investments
Illinois
$6.45M +$614K +14,056 +11%
RMA
208
Roffman Miller Associates
Pennsylvania
$6.39M -$279K -6,388 -4%
NI
209
Nepsis Inc
Minnesota
$6.37M -$42K -937 -0.7%
Mitsubishi UFJ Asset Management
210
Mitsubishi UFJ Asset Management
Japan
$6.29M -$1.27M -29,001 -17%
VCM
211
Vigilant Capital Management
Maine
$6.2M -$30.3K -695 -0.5%
FBNAT
212
FirstMerit Bank N.A. Trustee
Ohio
$6.19M +$102K +2,342 +2%
BIM
213
Bridgecreek Investment Management
Oklahoma
$6.17M +$278K +6,370 +5%
BOH
214
Bank of Hawaii
Hawaii
$6.16M +$31.3K +716 +0.5%
SAM
215
Securian Asset Management
Minnesota
$6.14M -$623K -14,266 -9%
RCYC
216
Richard C. Young & Co
Rhode Island
$6.11M +$125K +2,857 +2%
SI
217
Stephens Inc
Arkansas
$6.11M +$844K +19,331 +16%
TNB
218
Thomasville National Bank
Georgia
$6M +$57.1K +1,307 +1%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$5.93M +$139K +3,173 +2%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$5.92M +$212K +4,852 +4%
PFC
221
Phocas Financial Corp
California
$5.9M +$5.7M +130,619 +2,877%
TRSOTSOK
222
Teachers Retirement System of the State of Kentucky
Kentucky
$5.9M – – –
PAM
223
Private Asset Management
California
$5.84M +$55.8K +1,279 +1%
WAM
224
World Asset Management
Michigan
$5.69M +$366K +8,383 +7%
AMIM
225
Aull & Monroe Investment Management
Alabama
$5.66M +$70K +1,604 +1%
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