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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 %
AIP
326
Ameritas Investment Partners
Nebraska
$2.62M 63,509 +18,509 +41%
GW
327
GW & Wade
Massachusetts
$2.58M 62,724 +774 +1%
WA
328
WFG Advisors
Texas
$2.56M 62,162 -985 -2%
BMO
329
Beck Mack & Oliver
New York
$2.56M 62,025 +100 +0.2%
TL
330
Tirschwell & Loewy
New York
$2.54M 61,635 +650 +1%
NIM
331
NXG Investment Management
Texas
$2.49M 60,500 +20,000 +49%
FCAM
332
F&C Asset Management
United Kingdom
$2.46M 59,836 -879 -1%
MCM
333
Murphy Capital Management
New Jersey
$2.46M 59,735 -6,172 -9%
PAM
334
Peninsula Asset Management
Florida
$2.46M 59,612 -1,825 -3%
CCM
335
Cadence Capital Management
Massachusetts
$2.43M 59,039 +59,039 New
WTB
336
Washington Trust Bank
Washington
$2.43M 58,965 +2,893 +5%
PCM
337
Parsons Capital Management
Rhode Island
$2.42M 58,688 -3,869 -6%
NB
338
NBT Bank
New York
$2.42M 58,670 +648 +1%
CCFCSB
339
Cape Cod Five Cents Savings Bank
Massachusetts
$2.36M 57,408 -506 -0.9%
AIS
340
American Investment Services
Massachusetts
$2.36M 57,238 +5,493 +11%
KIA
341
KCM Investment Advisors
California
$2.34M 56,898 +1,786 +3%
WBC
342
Westpac Banking Corp
Australia
$2.34M 56,851 -2,653 -4%
STC
343
SEI Trust Company
Pennsylvania
$2.34M 56,700 +1,700 +3%
FAAS
344
First Allied Advisory Services
California
$2.32M 56,691 -3,574 -6%
BPBT
345
Boston Private Bank & Trust
Massachusetts
$2.32M 56,207 -39,468 -41%
I
346
IberiaBank
Louisiana
$2.3M 55,889 +5,391 +11%
BA
347
BlackRock Advisors
Delaware
$2.28M 55,354 -27,647 -33%
SYBT
348
Stock Yards Bank & Trust
Kentucky
$2.25M 54,699 -62,134 -53%
William Blair & Company
349
William Blair & Company
Illinois
$2.25M 54,536 -1,823 -3%
MA
350
MUFG Americas
New York
$2.24M 54,466 -40,654 -43%
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