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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 %
MNBTD
426
Moody National Bank Trust Division
Texas
$1.31M +$26.9K +655 +2%
FTIOP
427
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.31M -$308K -7,500 -19%
BPBT
428
Boston Private Bank & Trust
Massachusetts
$1.29M -$1.03M -24,959 -44%
KRSITF
429
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.28M +$3.7K +90 +0.3%
OPTFSNA
430
Old Point Trust & Financial Services N A
Virginia
$1.27M -$20.5K -500 -2%
LCS
431
Levin Capital Strategies
New York
$1.26M +$17.3K +421 +1%
VV
432
Verity & Verity
South Carolina
$1.26M -$216K -5,255 -15%
NPC
433
National Planning Corporation
California
$1.25M -$122K -2,968 -9%
SCCM
434
Schafer Cullen Capital Management
New York
$1.24M +$535K +13,020 +76%
CTA
435
Chesley Taft & Associates
Illinois
$1.24M +$18.5K +450 +2%
CHC
436
City Holding Co
West Virginia
$1.24M +$1.24M +30,035 New
WS
437
Wedbush Securities
California
$1.22M -$579K -14,093 -32%
DL
438
Delta Lloyd
Netherlands
$1.22M +$250K +6,077 +26%
SCM
439
Stonebridge Capital Management
California
$1.22M +$810K +19,693 +198%
AW
440
ACG Wealth
Georgia
$1.22M +$664K +16,150 +120%
CNBT
441
Canandaigua National Bank & Trust
New York
$1.21M -$14.6K -356 -1%
ONB
442
Old National Bancorp
Indiana
$1.21M +$126K +3,055 +12%
CIM
443
CenturyLink Investment Management
Colorado
$1.21M -$121K -2,945 -9%
WFM
444
Wilmington Funds Management
Delaware
$1.21M -$1.41M -34,190 -54%
B
445
Barings
North Carolina
$1.19M -$957K -23,300 -45%
AF
446
Aldebaran Financial
$1.18M +$1.18M +28,806 New
FFBTD
447
First Financial Bank - Trust Division
Ohio
$1.18M -$47.3K -1,150 -4%
MERSOM
448
Municipal Employees' Retirement System of Michigan
Michigan
$1.18M – – –
Bessemer Group
449
Bessemer Group
New Jersey
$1.18M +$755K +18,389 +180%
FWIA
450
Fort Washington Investment Advisors
Ohio
$1.18M +$1.18M +28,615 New
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