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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.

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
EA
1
Euclid Advisors
Connecticut
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$34.8M
4
SG Americas Securities
4
SG Americas Securities
New York
$18.9M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$123M 2,981,024 +56,700 +2%
EIP
27
Epoch Investment Partners
New York
$120M 2,911,760 +207,654 +8%
SC
28
Stralem & Co
New York
$108M 2,617,382 +99,672 +4%
Goldman Sachs
29
Goldman Sachs
New York
$105M 2,551,080 -423,205 -14%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$105M 2,545,982 -91,300 -3%
Invesco
31
Invesco
Georgia
$99.4M 2,413,710 +150,348 +7%
AI
32
Analytic Investors
California
$98.2M 2,385,095 +626,039 +36%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$96M 2,330,427 +19,720 +0.9%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$95.4M 2,317,280 +47,077 +2%
EIP
35
Energy Income Partners
Connecticut
$94.9M 2,303,481 +131,923 +6%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$85.7M 2,081,626 +118,210 +6%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$84M 2,040,582 -130,944 -6%
BlackRock
38
BlackRock
New York
$83.6M 2,030,767 +90,827 +5%
TCIM
39
TIAA CREF Investment Management
New York
$80.8M 1,961,616 -359,196 -15%
Macquarie Group
40
Macquarie Group
Australia
$77.7M 1,886,744 +49,655 +3%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$77.5M 1,881,040 -36,963 -2%
Charles Schwab
42
Charles Schwab
California
$74.6M 1,806,705 +81,432 +5%
First Trust Advisors
43
First Trust Advisors
Illinois
$73.1M 1,775,593 +156,275 +10%
BTS
44
BB&T Securities
Virginia
$72.6M 176,373 +10,779 +7%
JHIU
45
Janus Henderson Investors US
Colorado
$70.1M 1,701,227 +379,000 +29%
AllianceBernstein
46
AllianceBernstein
Tennessee
$70M 1,700,350 +124,217 +8%
MAA
47
Managed Account Advisors
New Jersey
$66M 1,602,907 -148,855 -8%
U
48
UBS
Switzerland
$64.9M 1,576,740 +101,813 +7%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$64.4M 1,565,034 +48,311 +3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$63M 1,530,562 -14,474 -0.9%
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