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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
+$287M
2
Capital World Investors
Capital World Investors
California
+$219M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$138M
5
Goldman Sachs
Goldman Sachs
New York
+$112M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$318M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
-$166M
3
Barclays
Barclays
United Kingdom
-$162M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$95.5M
5
Deutsche Bank
Deutsche Bank
Germany
-$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Profund Advisors
Maryland
$2.89M +$61.9K +1,505 +2%
GGPS
302
Gary Goldberg Planning Services
New York
$2.88M +$1.04M +25,365 +57%
1IA
303
1834 Investment Advisors
Wisconsin
$2.87M +$182K +4,420 +7%
OC
304
Oppenheimer & Co
New York
$2.82M -$313K -7,610 -10%
AIP
305
ARS Investment Partners
New York
$2.81M -$1.2M -29,187 -30%
MME
306
Meag Munich Ergo
Germany
$2.8M -$36.4K -890 -1%
SIG
307
Sky Investment Group
Connecticut
$2.8M +$2.12M +51,594 +315%
LG
308
Laidlaw Group
New York
$2.76M +$18.5K +450 +0.7%
FAAS
309
First Allied Advisory Services
California
$2.74M +$416K +10,153 +18%
SLI
310
Sumitomo Life Insurance
Japan
$2.68M -$149K -3,615 -5%
AL
311
Agran Libbie
California
$2.66M -$37K -900 -1%
HB
312
Homrich & Berg
Georgia
$2.65M +$1.57M +38,089 +144%
TL
313
Tirschwell & Loewy
New York
$2.6M +$67.6K +1,645 +3%
FB
314
Fulton Bank
Pennsylvania
$2.59M -$697K -16,963 -21%
GW
315
GW & Wade
Massachusetts
$2.57M -$7.73K -188 -0.3%
CCA
316
Catalyst Capital Advisors
New York
$2.57M +$2.57M +62,423 New
BMO
317
Beck Mack & Oliver
New York
$2.54M -$12.3K -300 -0.5%
PAM
318
Peninsula Asset Management
Florida
$2.52M +$70K +1,704 +3%
QI
319
Qualcomm Inc
California
$2.49M -$5.53M -134,500 -69%
WC
320
Whitney & Co
New York
$2.49M +$518K +12,600 +26%
NIM
321
NXG Investment Management
Texas
$2.49M – – –
FCAM
322
F&C Asset Management
United Kingdom
$2.48M +$19.7K +479 +0.8%
LMGAM
323
Liberty Mutual Group Asset Management
Massachusetts
$2.47M +$302K +7,355 +14%
KIA
324
KCM Investment Advisors
California
$2.46M +$122K +2,979 +5%
MAM
325
Martingale Asset Management
Massachusetts
$2.44M -$819K -19,920 -25%
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