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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 %
ECM
476
Everence Capital Management
Indiana
$1.02M +$104K +2,540 +11%
AR
477
Advisory Research
Illinois
$1.02M -$291K -7,074 -22%
AIM
478
Acropolis Investment Management
Missouri
$1.02M -$911K -22,176 -47%
RBA
479
Richard Bernstein Advisors
New York
$1.01M – – –
FHA
480
First Horizon Advisors
Tennessee
$1.01M -$188K -4,589 -16%
SEC
481
Seven Eight Capital
New York
$1M +$1M +24,428 New
WFG
482
Wills Financial Group
Virginia
$1M +$1M +24,397 New
BB
483
Bell Bank
North Dakota
$1M -$82.2K -2,000 -8%
TCT
484
TIAA CREF Trust
Missouri
$992K +$120K +2,921 +14%
DnB Asset Management
485
DnB Asset Management
Norway
$991K -$304K -7,400 -23%
Daiwa Securities Group
486
Daiwa Securities Group
Japan
$978K -$74K -1,800 -7%
DCMA
487
Daiwa Capital Markets America
New York
$978K +$978K +23,800 New
OWD
488
Osborn Williams & Donohoe
Ohio
$966K +$578K +14,075 +149%
BCM
489
Brookstone Capital Management
Illinois
$966K +$966K +23,506 New
RT
490
Reliance Trust
Georgia
$939K -$57.8K -1,407 -6%
JWBC
491
J.W. Burns & Co
New York
$938K -$26.7K -649 -3%
BFC
492
Blue Fin Capital
Rhode Island
$930K +$930K +22,625 New
Connor, Clark & Lunn Investment Management (CC&L)
493
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$929K +$929K +21,271 New
HIMC
494
Heritage Investors Management Corp
Maryland
$925K -$48.9K -1,189 -5%
PIA
495
Peachtree Investment Advisors
Georgia
$923K +$923K +22,456 New
PNC
496
Park National Corp
Ohio
$919K -$30K -730 -3%
MA
497
Marshwinds Advisory
Georgia
$915K +$105K +2,555 +13%
NIM
498
NuWave Investment Management
New Jersey
$915K +$910K +22,137 +18,921%
EOJOAM
499
E. Ohman J:or Asset Management
Sweden
$910K – – –
OFS
500
Orrstown Financial Services
Pennsylvania
$909K -$55.2K -1,343 -6%
18 19
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