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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.

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
1
Franklin Resources
California
$1.32B
2
Capital World Investors
2
Capital World Investors
California
$219M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$332M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$141M
5
Goldman Sachs
5
Goldman Sachs
New York
$217M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$0
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$22.2M
3
Barclays
3
Barclays
United Kingdom
$49.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$56.3M
5
Deutsche Bank
5
Deutsche Bank
Germany
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Stralem & Co
New York
$106M 2,567,703 -49,679 -2%
Deutsche Bank
27
Deutsche Bank
Germany
$104M 2,523,025 -2,147,738 -46%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$102M 2,487,582 -58,400 -2%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$98.6M 2,420,036 +102,756 +4%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$94.9M 2,314,456 -15,971 -0.7%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$94.3M 2,293,335 +211,709 +10%
DPIM
32
Duff & Phelps Investment Management
Illinois
$92.9M 2,259,420 +750,670 +50%
Invesco
33
Invesco
Georgia
$91.5M 2,226,573 -187,137 -8%
EIP
34
Energy Income Partners
Connecticut
$90.9M 2,212,092 -91,389 -4%
BlackRock
35
BlackRock
New York
$87M 2,116,711 +85,944 +4%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$82.1M 1,997,551 -43,031 -2%
JHIU
37
Janus Henderson Investors US
Colorado
$79M 1,922,727 +221,500 +13%
BTS
38
BB&T Securities
Virginia
$78.1M 189,904 +13,531 +8%
Charles Schwab
39
Charles Schwab
California
$76.5M 1,861,730 +55,025 +3%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$76.2M 1,853,701 +384,802 +26%
Macquarie Group
41
Macquarie Group
Australia
$75M 1,832,974 -53,770 -3%
TCIM
42
TIAA CREF Investment Management
New York
$74.3M 1,807,175 -154,441 -8%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$73.9M 1,797,387 -83,653 -4%
CS
44
Credit Suisse
Switzerland
$68.6M 1,669,548 +307,129 +23%
AllianceBernstein
45
AllianceBernstein
Tennessee
$68.5M 1,666,287 -34,063 -2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$64.8M 1,575,834 +10,800 +0.7%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$59.8M 1,454,309 -22,859 -2%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$59.3M 1,442,718 -87,844 -6%
U
49
UBS
Switzerland
$58.7M 1,429,033 -147,707 -9%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$57.2M 1,391,172 +22,964 +2%
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