Southern Union Co: Ownership

Ownership Information
Shares Outstanding 124.00 Mil
Institutional Ownership (%)69.68
Top 10 Institutions (%)33.70
Mutual Fund Ownership (%).61
5%/Insider Ownership (%)10.00
Float (%)90.00
Ownership Activity
Description# of HoldersShares
Total Positions 22286,400,128
New Positions390
Soldout Positions1230
Net Position Change-57-392,225
Buyers13318,926,028
Sellers190-19,318,252
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Institution Name Shs Held Shs Chg %Chg $Chg* %Out %Port Rpt Date
Baron Capital Management, Inc. 6,918,243 -1,200 0.0 21,912,568 5.6 1.1 06-30-09
Barclays Global Investors, N.A. 6,709,839 -9,678 -0.1 21,122,890 5.4 0.0 06-30-09
LSV Asset Management 5,354,748 4,198,113 363.0 90,054,696 4.3 0.4 09-30-09
Epoch Investment Partners, Inc. 5,096,938 476,241 10.3 23,405,682 4.1 1.5 06-30-09
Vanguard Group, Inc. 4,558,185 243,461 5.6 18,154,924 3.7 0.0 06-30-09
NFJ Investment Group LLC 3,548,000 3,548,000 100.0 73,762,920 2.9 0.4 09-30-09
Westwood Management Corp. (Texas) 2,595,074 144,315 5.9 8,882,130 2.1 0.7 09-30-09
State Street Global Advisors (US) 2,492,880 -291,239 -10.5 3,469,772 2.0 0.0 06-30-09
Och-Ziff Capital Management, L.P. 2,269,383 -1,371,508 -37.7 -13,680,408 1.8 2.2 06-30-09
Fidelity Management & Research 2,241,800 -667,000 -22.9 -3,045,234 1.8 0.0 06-30-09
AXA Rosenberg Investment Management LLC 2,214,094 -734,996 -24.9 -4,167,961 1.8 0.2 06-30-09
BlackRock Investment Management, LLC 1,976,361 1,734,919 718.6 36,648,428 1.6 0.1 09-30-09
Security Global Investors, LLC 1,751,165 277,279 18.8 9,301,956 1.4 1.2 09-30-09
GAMCO Investors, Inc. 1,592,942 -40,468 -2.5 3,078,854 1.3 0.2 09-30-09
Harbert Management Corporation 1,523,287 0 0.0 4,828,820 1.2 2.1 06-30-09
*Category Headings:
Shs Held - shares held at report date
Shs Chg - position change within reporting period
%Chg - % change
$Chg - market value of the position change
%Out - % of shares outstanding
%Port - % Portfolio
Rpt Date - report date
Page generated 11/25/2009 12:15 AM Eastern Time