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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CFB
376
Cullen/Frost Bankers
Texas
$1.82M +$153K +3,720 +9%
DHFB
377
Dixon Hubard Feinour & Brown
Virginia
$1.82M -$26.1K -635 -1%
CAM
378
Congress Asset Management
Massachusetts
$1.81M +$154K +3,750 +9%
WS
379
Wedbush Securities
California
$1.81M +$59K +1,432 +3%
FAM
380
Fred Alger Management
New York
$1.76M -$18.4K -447 -1%
Walleye Trading
381
Walleye Trading
New York
$1.76M -$89.5K -2,174 -5%
OCM
382
Orleans Capital Management
Louisiana
$1.75M -$1.23M -29,865 -41%
MBTD
383
Mechanics Bank - Trust Department
California
$1.71M -$58.1K -1,410 -3%
QI
384
Quotient Investors
New York
$1.71M – – –
CCM
385
Catawba Capital Management
Virginia
$1.68M -$93K -2,260 -5%
SAM
386
Sequent Asset Management
Texas
$1.67M +$713K +17,315 +75%
MJRIC
387
Mogy Joel R Investment Counsel
California
$1.67M +$288K +7,000 +21%
RBC
388
Ronald Blue & Co
Georgia
$1.65M +$247K +6,004 +18%
GIP
389
Greatmark Investment Partners
Georgia
$1.65M +$4.12K +100 +0.3%
JIM
390
Jupiter Investment Management
United Kingdom
$1.63M -$1.06M -25,653 -39%
BBNB
391
Baker Boyer National Bank
Washington
$1.63M -$9.47K -230 -0.6%
DADC
392
D.A. Davidson & Co
Montana
$1.62M +$226K +5,491 +16%
RIG
393
Roosevelt Investment Group
New York
$1.62M -$5.89K -143 -0.4%
FTIOP
394
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.62M +$137K +3,319 +9%
PI
395
Putnam Investments
Massachusetts
$1.61M -$4.74K -115 -0.3%
HighTower Advisors
396
HighTower Advisors
Illinois
$1.61M -$141K -3,424 -8%
BAM
397
Berkshire Asset Management
Pennsylvania
$1.61M +$8.24K +200 +0.5%
WPC
398
Waters Parkerson & Co
Louisiana
$1.59M +$272K +6,608 +21%
MCM
399
Maryland Capital Management
Maryland
$1.59M +$65.2K +1,583 +4%
DC
400
Deere & Company
Illinois
$1.58M – – –
14 15
16
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