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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 %
JWBC
476
J.W. Burns & Co
New York
$966K +$86.9K +2,110 +10%
CONA
477
Capital One National Association
New York
$953K +$3.99K +97 +0.4%
PNC
478
Park National Corp
Ohio
$950K +$13.3K +324 +1%
FCI
479
Financial Counselors Inc
Kansas
$929K +$49.3K +1,197 +6%
LIA
480
LS Investment Advisors
Michigan
$924K +$249K +6,051 +37%
PFP
481
Pinnacle Financial Partners
Tennessee
$922K -$77.5K -1,882 -8%
ECM
482
Everence Capital Management
Indiana
$921K – – –
PAM
483
PartnerRe Asset Management
Connecticut
$917K -$117K -2,841 -11%
EOJOAM
484
E. Ohman J:or Asset Management
Sweden
$914K +$90.6K +2,200 +11%
DCM
485
Donaldson Capital Management
Indiana
$914K -$55.6K -1,350 -6%
JIC
486
Johnson Investment Counsel
Ohio
$909K -$22.3K -542 -2%
FNBT
487
FineMark National Bank & Trust
Florida
$907K -$431K -10,462 -32%
CB
488
Chemical Bank
Michigan
$905K -$2.06K -50 -0.2%
SCM
489
Shelton Capital Management
Colorado
$902K – – –
AB
490
Amalgamated Bank
New York
$897K -$21.2K -515 -2%
SC
491
Scotia Capital
Ontario, Canada
$897K +$302K +7,329 +51%
SAM
492
SignalPoint Asset Management
Missouri
$893K +$893K +14,505 New
WA
493
Waverly Advisors
Alabama
$888K -$35.3K -858 -4%
MCM
494
McMillion Capital Management
North Carolina
$884K -$41.2K -1,000 -4%
DG
495
Davidson & Garrard
Virginia
$874K -$7.2K -175 -0.8%
TCT
496
TIAA CREF Trust
Missouri
$873K +$48.6K +1,181 +6%
CI
497
Conning Inc
Connecticut
$869K +$29.2K +710 +3%
Brown Advisory
498
Brown Advisory
Maryland
$861K +$55.5K +1,349 +7%
CFA
499
Carroll Financial Associates
North Carolina
$860K -$4.61K -112 -0.5%
MSR
500
Main Street Research
Connecticut
$858K +$14.7K +358 +2%
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