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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 %
OA
401
OFI Advisors
Pennsylvania
$1.55M +$516K +12,547 +50%
HKIM
402
Hayek Kallen Investment Management
Alabama
$1.55M +$133K +3,233 +9%
WPC
403
Waters Parkerson & Co
Louisiana
$1.54M -$52.8K -1,283 -3%
WFMPM
404
Woodley Farra Manion Portfolio Management
Indiana
$1.53M +$19.3K +470 +1%
BAM
405
Berkshire Asset Management
Pennsylvania
$1.49M -$114K -2,776 -7%
MFS
406
MSI Financial Services
Massachusetts
$1.48M +$449K +10,925 +43%
FCCM
407
First City Capital Management
Georgia
$1.45M -$5.55K -135 -0.4%
DekaBank Deutsche Girozentrale
408
DekaBank Deutsche Girozentrale
Germany
$1.45M -$2.7M -66,100 -65%
MCM
409
McRae Capital Management
New Jersey
$1.44M -$8.22K -200 -0.6%
OPCM
410
Osborne Partners Capital Management
California
$1.44M -$26.1K -635 -2%
ANRIA
411
American National Registered Investment Advisor
Texas
$1.44M +$26.9K +655 +2%
GT
412
Glenmede Trust
Pennsylvania
$1.42M -$22K -535 -2%
FSC
413
Fiduciary Services Corp
Georgia
$1.41M -$49.9K -1,213 -3%
OCM
414
Orleans Capital Management
Louisiana
$1.4M -$353K -8,578 -20%
SAG
415
Sterne Agee Group
Alabama
$1.38M +$575K +13,997 +72%
BPC
416
Banque Pictet & Cie
Switzerland
$1.37M +$1.37M +33,332 New
PWM
417
ParenteBeard Wealth Management
Pennsylvania
$1.36M +$1.36M +33,076 New
MAA
418
Matrix Asset Advisors
New York
$1.36M +$321K +7,817 +31%
KT
419
Kanaly Trust
Texas
$1.36M +$1.36M +32,974 New
EM
420
Excalibur Management
Massachusetts
$1.35M -$22.8K -555 -2%
CC
421
Cornerstone Capital
California
$1.35M +$103K +2,515 +8%
PTC
422
Private Trust Company
Ohio
$1.34M +$25.7K +625 +2%
TBNY
423
Trustco Bank (New York)
New York
$1.34M +$29.6K +720 +2%
CPSAC
424
Chas P. Smith & Associates (CPS)
Florida
$1.33M +$992K +24,125 +297%
HC
425
HHG & Company
Connecticut
$1.31M +$26.4K +642 +2%
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