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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 %
MC
401
Middleton & Co
Massachusetts
$1.54M -$37.7K -915 -2%
AIM
402
abrdn Investment Management
United Kingdom
$1.54M -$10.5K -254 -0.7%
MCC
403
Mid Continent Capital
Illinois
$1.54M +$224K +5,450 +17%
SFG
404
SNS Financial Group
Minnesota
$1.53M +$172K +4,188 +13%
DD
405
Dominick & Dominick
New York
$1.52M +$119K +2,900 +9%
WFMPM
406
Woodley Farra Manion Portfolio Management
Indiana
$1.51M +$132K +3,200 +10%
BIA
407
Biondo Investment Advisors
Pennsylvania
$1.5M +$211K +5,123 +16%
VV
408
Verity & Verity
South Carolina
$1.48M +$46.1K +1,120 +3%
OPCM
409
Osborne Partners Capital Management
California
$1.47M -$41.2K -1,000 -3%
FCCM
410
First City Capital Management
Georgia
$1.46M +$21.1K +513 +1%
FSC
411
Fiduciary Services Corp
Georgia
$1.46M -$18.1K -439 -1%
MCM
412
McRae Capital Management
New Jersey
$1.45M -$6.18K -150 -0.4%
GT
413
Glenmede Trust
Pennsylvania
$1.45M -$72.9K -1,772 -5%
SSB
414
Sandy Spring Bank
Maryland
$1.44M +$550K +13,357 +62%
CA
415
CapWealth Advisors
Tennessee
$1.43M +$388K +9,417 +37%
HKIM
416
Hayek Kallen Investment Management
Alabama
$1.42M -$5.64K -137 -0.4%
ANRIA
417
American National Registered Investment Advisor
Texas
$1.41M -$48.6K -1,180 -3%
BAAM
418
Baker Avenue Asset Management
California
$1.39M +$118K +2,868 +9%
NPC
419
National Planning Corporation
California
$1.38M +$938K +22,807 +214%
EM
420
Excalibur Management
Massachusetts
$1.37M +$106K +2,585 +8%
CIM
421
CenturyLink Investment Management
Colorado
$1.33M -$128K -3,112 -9%
DIA
422
Dean Investment Associates
Ohio
$1.33M +$232K +5,627 +21%
IC
423
Inverness Counsel
New York
$1.32M -$61.8K -1,500 -4%
SAM
424
Shamrock Asset Management
Texas
$1.32M -$63.4K -1,538 -5%
PTC
425
Private Trust Company
Ohio
$1.32M -$116K -2,819 -8%
15 16
17
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