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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 %
PWW
351
Pettyjohn Wood & White
Virginia
$1.99M -$51.4K -1,250 -3%
APFBOT
352
Amica Pension Fund Board of Trustees
Rhode Island
$1.98M – – –
CAM
353
Congress Asset Management
Massachusetts
$1.98M +$169K +4,116 +9%
EFS
354
Essex Financial Services
Connecticut
$1.96M -$254K -6,181 -11%
PAG
355
Private Advisor Group
New Jersey
$1.95M +$1.95M +47,533 New
MM
356
Midas Management
New York
$1.95M +$720K +17,500 +58%
SYBT
357
Stock Yards Bank & Trust
Kentucky
$1.94M -$305K -7,430 -14%
WAM
358
Wood Asset Management
Florida
$1.94M -$249K -6,052 -11%
CTA
359
Colonial Trust Advisors
South Carolina
$1.93M -$216K -5,250 -10%
LOCB
360
Lombard Odier & Cie (Bahamas)
Bahamas
$1.93M +$1.93M +47,000 New
CFB
361
Cullen/Frost Bankers
Texas
$1.9M +$82.1K +1,997 +5%
William Blair & Company
362
William Blair & Company
Illinois
$1.89M -$352K -8,561 -16%
MCM
363
Maryland Capital Management
Maryland
$1.87M +$289K +7,020 +18%
LIA
364
LS Investment Advisors
Michigan
$1.86M +$936K +22,770 +102%
MSS
365
Mitchell Sinkler & Starr
Pennsylvania
$1.86M -$74K -1,800 -4%
FCI
366
Financial Counselors Inc
Kansas
$1.86M +$928K +22,567 +100%
JPMPWA
367
J.P. Morgan Private Wealth Advisors
California
$1.85M -$148K -3,610 -7%
HIM
368
Harbour Investment Management
Washington
$1.83M -$9.46K -230 -0.5%
TH
369
TCTC Holdings
Texas
$1.82M +$538K +13,100 +42%
WWM
370
Willingdon Wealth Management
North Carolina
$1.8M +$1.8M +43,798 New
MJRIC
371
Mogy Joel R Investment Counsel
California
$1.79M +$123K +3,000 +7%
HA
372
Hamel Associates
New Jersey
$1.77M +$1.77M +43,060 New
FAM
373
Fred Alger Management
New York
$1.76M – – –
WSTAM
374
Wilbanks Smith & Thomas Asset Management
Virginia
$1.75M -$93.1K -2,263 -5%
Fiera Capital (Canada)
375
Fiera Capital (Canada)
Quebec, Canada
$1.75M +$1.75M +42,635 New
13 14
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