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Southern Company
SO

Overview Fund Activity

887 hedge funds and large institutions have $17.4B invested in Southern Company in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 330 increasing their positions, 357 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+28
Holders Change %
+3.26%
% of All Funds
25.76%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.15%
New
98
Increased
330
Reduced
357
Closed
59
Calls
$213M
Puts
$153M
Net Calls
+$59.2M
Net Calls Change
-$7.14M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.32B
2
Capital World Investors
Capital World Investors
California
$219M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$332M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$141M
5
Goldman Sachs
Goldman Sachs
New York
$217M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$0
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$22.2M
3
Barclays
Barclays
United Kingdom
$49.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.3M
5
Deutsche Bank
Deutsche Bank
Germany
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
226
Acadian Asset Management
Massachusetts
$5.14M -$34.3M -834,387 -87%
LIM
227
Leavell Investment Management
Alabama
$5.12M -$551K -13,398 -10%
AAC
228
Asset Advisors Corp
Georgia
$5.09M -$1.42M -34,475 -22%
O
229
OppenheimerFunds
New York
$5.09M +$5.09M +123,725 New
AL
230
Airain Ltd
Guernsey
$5.06M +$4.62M +112,392 +1,062%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$4.97M +$439K +10,674 +10%
HNB
232
Huntington National Bank
Ohio
$4.71M -$118K -2,880 -2%
RJT
233
Raymond James Trust
Florida
$4.69M +$826K +20,098 +21%
BCM
234
Brookmont Capital Management
Texas
$4.62M -$2.4M -58,437 -34%
TC
235
Travelers Companies
Minnesota
$4.6M – – –
GIA
236
Gateway Investment Advisers
Ohio
$4.58M -$212K -5,169 -4%
SI
237
Stephens Inc
Arkansas
$4.57M +$290K +7,050 +7%
NPA
238
Nichols & Pratt Advisers
Massachusetts
$4.57M -$164K -4,000 -3%
Creative Planning
239
Creative Planning
Kansas
$4.56M +$306K +7,444 +7%
CP
240
Corbenic Partners
Pennsylvania
$4.55M +$486K +11,830 +12%
CAM
241
Carret Asset Management
New York
$4.51M +$118K +2,880 +3%
ACM
242
Argent Capital Management
Missouri
$4.51M +$4.51M +109,632 New
BRCM
243
Bright Rock Capital Management
Massachusetts
$4.44M +$247K +6,000 +6%
ABC
244
Associated Banc-Corp
Wisconsin
$4.37M -$118K -2,867 -3%
RCYC
245
Richard C. Young & Co
Rhode Island
$4.31M +$6.78K +165 +0.2%
Asset Management One
246
Asset Management One
Japan
$4.28M -$299K -7,309 -7%
BFG
247
Beacon Financial Group
Texas
$4.26M +$205K +4,997 +5%
CB
248
Commerce Bank
Missouri
$4.26M +$44.2K +1,074 +1%
ANI
249
American National Insurance
Texas
$4.2M – – –
BCM
250
Birmingham Capital Management
Alabama
$4.18M +$389K +9,470 +10%
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