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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 %
DHFB
376
Dixon Hubard Feinour & Brown
Virginia
$1.75M -$64K -1,557 -4%
MA
377
MUFG Americas
New York
$1.74M -$497K -12,077 -22%
BA
378
Bennicas & Associates
California
$1.74M -$257K -6,250 -13%
SFG
379
SNS Financial Group
Minnesota
$1.74M +$203K +4,941 +13%
BAAM
380
Baker Avenue Asset Management
California
$1.72M +$335K +8,140 +24%
RBC
381
Ronald Blue & Co
Georgia
$1.72M +$75.4K +1,834 +5%
QI
382
Quotient Investors
New York
$1.71M – – –
Walleye Trading
383
Walleye Trading
New York
$1.69M -$63.6K -1,547 -4%
GIP
384
Greatmark Investment Partners
Georgia
$1.69M +$44.2K +1,075 +3%
RHFI
385
Reilly Herbert Faulkner III
$1.69M +$1.69M +40,994 New
DD
386
Dominick & Dominick
New York
$1.68M +$166K +4,050 +11%
MBTD
387
Mechanics Bank - Trust Department
California
$1.67M -$37.8K -920 -2%
Toronto Dominion Bank
388
Toronto Dominion Bank
Ontario, Canada
$1.67M +$655K +15,938 +65%
SAM
389
Sequent Asset Management
Texas
$1.66M -$1.69K -41 -0.1%
BIA
390
Biondo Investment Advisors
Pennsylvania
$1.66M +$164K +3,982 +11%
DIA
391
Dean Investment Associates
Ohio
$1.66M +$329K +7,991 +25%
BBNB
392
Baker Boyer National Bank
Washington
$1.65M +$28K +680 +2%
CCM
393
Catawba Capital Management
Virginia
$1.65M -$32.9K -800 -2%
BFM
394
Boston Financial Management
Massachusetts
$1.61M +$592K +14,397 +58%
SSB
395
Sandy Spring Bank
Maryland
$1.6M +$164K +3,996 +11%
IA
396
Icon Advisers
Colorado
$1.6M -$2.38M -57,960 -60%
AIM
397
abrdn Investment Management
United Kingdom
$1.59M +$52.9K +1,286 +3%
RIG
398
Roosevelt Investment Group
New York
$1.58M -$35.2K -857 -2%
SBWIC
399
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.58M +$1.58M +38,450 New
UCFA
400
United Capital Financial Advisors
Texas
$1.55M -$1.7M -41,373 -52%
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