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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 %
SC
451
SouthState Corp
Florida
$1.18M -$111K -2,711 -9%
CA
452
CapWealth Advisors
Tennessee
$1.17M -$253K -6,159 -18%
SCA
453
SAC Capital Advisors
Connecticut
$1.17M +$1.17M +28,444 New
IC
454
Inverness Counsel
New York
$1.15M -$165K -4,025 -13%
SAM
455
Shamrock Asset Management
Texas
$1.15M -$164K -3,985 -12%
UR
456
USCA RIA
Texas
$1.15M -$105K -2,544 -8%
FNB
457
First Niagara Bank
New York
$1.14M -$16.4K -400 -1%
TCOV
458
Trust Company of Vermont
Vermont
$1.14M +$63.4K +1,541 +6%
BHWM
459
Bar Harbor Wealth Management
New Hampshire
$1.14M -$25.3K -615 -2%
WA
460
Waverly Advisors
Alabama
$1.13M +$247K +6,003 +28%
SA
461
Strategic Advisors
New York
$1.09M +$4.48K +109 +0.4%
IH
462
IFC Holdings
Florida
$1.09M +$286K +7,038 +36%
PP
463
Palladium Partners
Virginia
$1.09M -$90.8K -2,208 -8%
MC
464
Middleton & Co
Massachusetts
$1.09M -$455K -11,065 -30%
PFSC
465
Peoples Financial Services Corp
Pennsylvania
$1.09M +$1.09M +26,395 New
WF
466
Welch & Forbes
Massachusetts
$1.08M – – –
ICAS
467
Investors Capital Advisory Services
Massachusetts
$1.07M +$301K +7,314 +39%
NAM
468
NTV Asset Management
West Virginia
$1.07M +$2.55K +62 +0.2%
GIA
469
GHP Investment Advisors
Colorado
$1.06M -$28.8K -701 -3%
NGA
470
Naples Global Advisors
Florida
$1.06M +$1.06M +25,760 New
CI
471
Conning Inc
Connecticut
$1.06M +$189K +4,590 +22%
Lazard Asset Management
472
Lazard Asset Management
New York
$1.06M -$6.71M -163,295 -86%
SC
473
Scotia Capital
Ontario, Canada
$1.04M +$145K +3,525 +16%
PFP
474
Pinnacle Financial Partners
Tennessee
$1.04M +$117K +2,852 +13%
DILH
475
Dai-ichi Life Holdings
Japan
$1.03M – – –
17 18
19
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