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Southern Company
SO

Overview Fund Activity

859 hedge funds and large institutions have $17.4B invested in Southern Company in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 355 increasing their positions, 315 reducing their positions, and 46 closing their positions.

Holders
859
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
27.86%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.29%
New
54
Increased
355
Reduced
315
Closed
46
Calls
$185M
Puts
$118M
Net Calls
+$66.4M
Net Calls Change
-$8.83M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$211M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$482M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$186M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$60.5M
5
Franklin Resources
5
Franklin Resources
California
$1.04B

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$34.8M
4
SG Americas Securities
4
SG Americas Securities
New York
$18.9M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$5.32M 129,213 -7,368 -5%
PR
227
Payden & Rygel
California
$5.19M 126,000 +43,000 +52%
VCM
228
Vigilant Capital Management
Maine
$5.15M 125,040 +9,030 +8%
D.E. Shaw & Co
229
D.E. Shaw & Co
New York
$5.05M 122,558 -7,796 -6%
OPERF
230
Oregon Public Employees Retirement Fund
Oregon
$5.02M 121,909 +4,571 +4%
BIM
231
Bridgecreek Investment Management
Oklahoma
$5.01M 121,760 +2,900 +2%
ELC
232
Edgar Lomax Company
Virginia
$4.92M 119,354 -11,250 -9%
PAM
233
Private Asset Management
California
$4.91M 119,225 +32,599 +38%
BCM
234
Buckhead Capital Management
Georgia
$4.84M 117,479 +1,440 +1%
HNB
235
Huntington National Bank
Ohio
$4.83M 117,391 -7,435 -6%
GIA
236
Gateway Investment Advisers
Ohio
$4.8M 116,528 +2,003 +2%
NPA
237
Nichols & Pratt Advisers
Massachusetts
$4.74M 115,036 +8,330 +8%
Asset Management One
238
Asset Management One
Japan
$4.61M 111,934 +5,534 +5%
TC
239
Travelers Companies
Minnesota
$4.61M 112,000 – –
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$4.6M 111,750 +2,950 +3%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$4.54M 110,242 +72,503 +192%
ABC
242
Associated Banc-Corp
Wisconsin
$4.49M 109,071 -394 -0.4%
CAM
243
Carret Asset Management
New York
$4.4M 106,903 +56 +0.1%
SMDAM
244
Sumitomo Mitsui DS Asset Management
Japan
$4.34M 105,361 -7,871 -7%
RCYC
245
Richard C. Young & Co
Rhode Island
$4.31M 104,618 +18,625 +22%
SI
246
Stephens Inc
Arkansas
$4.28M 104,011 -14,776 -12%
Creative Planning
247
Creative Planning
Kansas
$4.26M 103,402 +32,529 +46%
CB
248
Commerce Bank
Missouri
$4.22M 102,443 -8,853 -8%
ANI
249
American National Insurance
Texas
$4.21M 102,211 +19,925 +24%
BRCM
250
Bright Rock Capital Management
Massachusetts
$4.2M 102,000 +15,000 +17%
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