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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 %
BFA
276
Bragg Financial Advisors
North Carolina
$3.66M 88,840 +1,476 +2%
FA
277
Financial Advantage
Maryland
$3.63M 88,222 +2,531 +3%
BUB
278
BBVA USA Bancshares
Texas
$3.63M 88,145 +2,319 +3%
OIM
279
Opus Investment Management
Massachusetts
$3.58M 87,000 – –
B
280
BancorpSouth
Mississippi
$3.58M 86,926 +879 +1%
HPC
281
HM Payson & Co
Maine
$3.49M 84,863 +22,010 +35%
NG
282
NatWest Group
United Kingdom
$3.46M 84,120 +41,404 +97%
NIA
283
Northstar Investment Advisors
Colorado
$3.46M 83,888 +2,741 +3%
NIMI
284
Natixis Investment Managers International
France
$3.45M 83,883 +12,196 +17%
Millennium Management
285
Millennium Management
New York
$3.45M 83,730 -115,617 -58%
NB
286
Norinchukin Bank
Japan
$3.44M 83,584 +3,074 +4%
TMAM
287
Tokio Marine Asset Management
Japan
$3.44M 83,454 -9,217 -10%
HCM
288
Highbridge Capital Management
New York
$3.43M 83,312 +67,919 +441%
PDN
289
Pensionfund DSM Netherlands
Netherlands
$3.43M 83,300 – –
FCBT
290
First Citizens Bank & Trust
North Carolina
$3.4M 82,480 +2,346 +3%
AMI
291
Amica Mutual Insurance
Rhode Island
$3.4M 82,458 – –
Nordea Investment Management
292
Nordea Investment Management
Sweden
$3.32M 80,664 +700 +0.9%
FB
293
Fulton Bank
Pennsylvania
$3.29M 79,940 -1 -0%
MAM
294
Martingale Asset Management
Massachusetts
$3.27M 79,289 +7,703 +11%
UCFA
295
United Capital Financial Advisors
Texas
$3.26M 79,182 -5,105 -6%
TNB
296
Thomasville National Bank
Georgia
$3.19M 77,423 +12,093 +19%
SIM
297
Sentry Investment Management
Wisconsin
$3.15M 76,600 +13,800 +22%
PA
298
Pinnacle Associates
New York
$3.15M 76,563 -3,069 -4%
OC
299
Oppenheimer & Co
New York
$3.13M 76,085 +15,230 +25%
Allianz Asset Management
300
Allianz Asset Management
Germany
$3.11M 75,568 -1,437 -2%
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