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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 %
GIA
451
GHP Investment Advisors
Colorado
$1.09M +$3.75K +91 +0.3%
HB
452
Homrich & Berg
Georgia
$1.09M -$132K -3,214 -11%
ONB
453
Old National Bancorp
Indiana
$1.09M -$33K -800 -3%
SA
454
Strategic Advisors
New York
$1.09M +$405K +9,847 +59%
BB
455
Bell Bank
North Dakota
$1.09M +$64.9K +1,576 +6%
TCOV
456
Trust Company of Vermont
Vermont
$1.08M +$47.3K +1,150 +5%
WF
457
Welch & Forbes
Massachusetts
$1.08M +$539K +13,088 +100%
PFS
458
Penseco Financial Services
Pennsylvania
$1.08M +$57.7K +1,400 +6%
GCT
459
Galaxy Capital Trading
British Virgin Islands
$1.07M +$1.07M +26,000 New
NAM
460
NTV Asset Management
West Virginia
$1.07M -$1.19K -29 -0.1%
Daiwa Securities Group
461
Daiwa Securities Group
Japan
$1.05M – – –
DCM
462
Dynamic Capital Management
Jersey
$1.05M +$1.05M +25,456 New
MAA
463
Matrix Asset Advisors
New York
$1.04M +$1.04M +25,223 New
OA
464
OFI Advisors
Pennsylvania
$1.04M +$84.8K +2,058 +9%
MFS
465
MSI Financial Services
Massachusetts
$1.04M +$26.8K +652 +3%
DILH
466
Dai-ichi Life Holdings
Japan
$1.03M -$831K -20,197 -45%
ICOA
467
Investment Centers of America
North Dakota
$1.02M +$445K +10,846 +77%
BFM
468
Boston Financial Management
Massachusetts
$1.02M -$130K -3,160 -11%
LM
469
Luminus Management
Texas
$1.01M +$741K +18,000 +273%
Toronto Dominion Bank
470
Toronto Dominion Bank
Ontario, Canada
$1.01M +$99.6K +2,426 +11%
RBA
471
Richard Bernstein Advisors
New York
$1.01M – – –
RT
472
Reliance Trust
Georgia
$999K -$704K -17,096 -41%
HIMC
473
Heritage Investors Management Corp
Maryland
$976K +$47.9K +1,164 +5%
DL
474
Delta Lloyd
Netherlands
$970K +$86.8K +2,110 +10%
OFS
475
Orrstown Financial Services
Pennsylvania
$966K -$23K -559 -2%
17 18
19
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