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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 %
TBNY
426
Trustco Bank (New York)
New York
$1.32M -$12.4K -300 -0.9%
AR
427
Advisory Research
Illinois
$1.31M -$27.4K -666 -2%
Teacher Retirement System of Texas
428
Teacher Retirement System of Texas
Texas
$1.31M -$247K -5,994 -16%
DnB Asset Management
429
DnB Asset Management
Norway
$1.3M -$32.9K -800 -2%
HC
430
HHG & Company
Connecticut
$1.29M +$50K +1,212 +4%
OPTFSNA
431
Old Point Trust & Financial Services N A
Virginia
$1.29M -$41.2K -1,000 -3%
SC
432
SouthState Corp
Florida
$1.29M +$94.2K +2,288 +8%
TH
433
TCTC Holdings
Texas
$1.29M +$869K +21,100 +208%
MNBTD
434
Moody National Bank Trust Division
Texas
$1.28M -$46.1K -1,120 -3%
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.28M +$1.28M +31,135 New
OCG
436
Opus Capital Group
Ohio
$1.28M +$29.7K +720 +2%
UR
437
USCA RIA
Texas
$1.26M +$293K +7,106 +30%
LCS
438
Levin Capital Strategies
New York
$1.25M +$1.25M +30,295 New
CC
439
Cornerstone Capital
California
$1.25M -$48.1K -1,168 -4%
MM
440
Midas Management
New York
$1.24M – – –
FFBTD
441
First Financial Bank - Trust Division
Ohio
$1.23M – – –
CNBT
442
Canandaigua National Bank & Trust
New York
$1.23M +$10.3K +250 +0.8%
CTA
443
Chesley Taft & Associates
Illinois
$1.22M +$49K +1,190 +4%
FHA
444
First Horizon Advisors
Tennessee
$1.2M +$683K +16,577 +132%
PP
445
Palladium Partners
Virginia
$1.18M – – –
MERSOM
446
Municipal Employees' Retirement System of Michigan
Michigan
$1.18M +$1.18M +28,700 New
BHWM
447
Bar Harbor Wealth Management
New Hampshire
$1.16M -$106K -2,575 -8%
FNB
448
First Niagara Bank
New York
$1.16M -$16.5K -400 -1%
ODCM
449
Old Dominion Capital Management
Virginia
$1.12M +$34.7K +842 +3%
TCM
450
Texan Capital Management
Texas
$1.11M – – –
16 17
18
19 20