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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
SAC
1
Smith Affiliated Capital
New York
$318M
2
EA
2
Euclid Advisors
Connecticut
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.8M
5
SG Americas Securities
5
SG Americas Securities
New York
$18.9M
Name Market Value Shares Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
251
DekaBank Deutsche Girozentrale
Germany
$4.17M 101,605 -5,078 -5%
FNFDCM
252
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.14M 100,413 +503 +0.5%
BFG
253
Beacon Financial Group
Texas
$4.08M 98,922 +98,922 New
CP
254
Corbenic Partners
Pennsylvania
$4.07M 98,888 +11,730 +13%
MIM
255
Merit Investment Management
Delaware
$4.01M 97,742 +77,024 +372%
AIP
256
ARS Investment Partners
New York
$4.01M 97,420 -3,145 -3%
CTC
257
Central Trust Company
Missouri
$4.01M 97,378 +6,547 +7%
GH
258
GAM Holding
Switzerland
$4.01M 97,317 +600 +0.6%
IA
259
Icon Advisers
Colorado
$3.99M 96,860 +24,390 +34%
FBB
260
Fulton Breakefield Broenniman
Maryland
$3.96M 96,102 +2,872 +3%
GIM
261
Gyrus Investment Management
Ontario, Canada
$3.95M 93,250 -250 -0.3%
KCM
262
Kanawha Capital Management
Virginia
$3.92M 95,261 +7,644 +9%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$3.89M 94,429 +1,465 +2%
CIC
264
Crawford Investment Counsel
Georgia
$3.89M 94,451 +7,955 +9%
RJT
265
Raymond James Trust
Florida
$3.87M 94,026 -3,551 -4%
GHA
266
GW Henssler & Associates
Georgia
$3.84M 93,135 +8,076 +9%
PGFC
267
Peapack-Gladstone Financial Corp
New Jersey
$3.83M 93,117 -4,770 -5%
FNT
268
First National Trust
Pennsylvania
$3.83M 93,031 -2,367 -2%
WB
269
WesBanco Bank
West Virginia
$3.82M 92,808 +6,350 +7%
BCM
270
BBT Capital Management
Texas
$3.81M 92,500 -145,000 -61%
BCM
271
Birmingham Capital Management
Alabama
$3.8M 92,245 +770 +0.8%
TAM
272
Tocqueville Asset Management
New York
$3.78M 91,683 +850 +0.9%
MOACM
273
Mutual of America Capital Management
New York
$3.77M 91,531 +2,534 +3%
M&T Bank
274
M&T Bank
New York
$3.7M 89,910 +532 +0.6%
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$3.67M 89,031 -2,795 -3%
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