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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 %
GHA
251
GW Henssler & Associates
Georgia
$4.17M +$339K +8,236 +9%
TNB
252
Thomasville National Bank
Georgia
$4.16M +$974K +23,694 +31%
FNFDCM
253
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.14M +$10.6K +257 +0.3%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$4.11M +$225K +5,476 +6%
GIM
255
Gyrus Investment Management
Ontario, Canada
$4.09M +$16.4K +375 +0.4%
Nuveen Asset Management
256
Nuveen Asset Management
Illinois
$4.08M -$7.01M -170,598 -63%
BUB
257
BBVA USA Bancshares
Texas
$4.06M +$436K +10,610 +12%
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$4.02M -$313K -7,604 -7%
CAM
259
Capstone Asset Management
Texas
$4.01M -$2.04M -49,748 -34%
PGFC
260
Peapack-Gladstone Financial Corp
New Jersey
$3.96M +$128K +3,110 +3%
KCM
261
Kanawha Capital Management
Virginia
$3.94M +$25.5K +620 +0.7%
MOACM
262
Mutual of America Capital Management
New York
$3.93M +$169K +4,100 +4%
GH
263
GAM Holding
Switzerland
$3.9M -$103K -2,500 -3%
Nisa Investment Advisors
264
Nisa Investment Advisors
Missouri
$3.88M -$715K -17,400 -16%
FBB
265
Fulton Breakefield Broenniman
Maryland
$3.82M -$130K -3,160 -3%
BFA
266
Bragg Financial Advisors
North Carolina
$3.77M +$120K +2,912 +3%
CTC
267
Central Trust Company
Missouri
$3.71M -$294K -7,139 -7%
B
268
BP
United Kingdom
$3.7M -$8.63M -210,000 -70%
FNT
269
First National Trust
Pennsylvania
$3.7M -$126K -3,059 -3%
AAM
270
Advisors Asset Management
Colorado
$3.66M +$841K +20,454 +30%
WB
271
WesBanco Bank
West Virginia
$3.65M -$162K -3,950 -4%
B
272
BancorpSouth
Mississippi
$3.65M +$72.6K +1,767 +2%
CIC
273
Crawford Investment Counsel
Georgia
$3.61M -$274K -6,675 -7%
OIM
274
Opus Investment Management
Massachusetts
$3.58M – – –
M&T Bank
275
M&T Bank
New York
$3.52M -$172K -4,192 -5%
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