SO icon

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 %
AHS
501
Aspiriant Holdings S3
California
$852K +$155K +3,770 +22%
FNBOMD
502
First National Bank of Mount Dora
Florida
$851K -$25.8K -625 -3%
BTNA
503
Bremer Trust National Association
Minnesota
$850K +$37.2K +904 +5%
NIS
504
National Investment Services
Wisconsin
$848K – – –
AFG
505
Albion Financial Group
Utah
$845K -$316K -7,685 -27%
IH
506
IFC Holdings
Florida
$814K +$36.6K +890 +5%
CGT
507
Capital Guardian Trust
California
$811K – – –
MA
508
Marshwinds Advisory
Georgia
$811K +$30.9K +751 +4%
HC
509
Hendley & Co
Ohio
$807K -$2.06K -50 -0.3%
SAG
510
Sterne Agee Group
Alabama
$801K -$77.2K -1,876 -9%
FDS
511
First Dallas Securities
Texas
$801K -$4.08K -99 -0.5%
LC
512
Lilley & Co
Michigan
$794K +$25K +608 +3%
BVDMP
513
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$790K – – –
CCM
514
Cohen Capital Management
California
$782K – – –
BA
515
Boston Advisors
Massachusetts
$776K +$42.4K +1,031 +6%
ICAS
516
Investors Capital Advisory Services
Massachusetts
$775K -$71.4K -1,733 -8%
HW
517
Hancock Whitney
Mississippi
$767K +$554K +13,468 +261%
PTC
518
Philadelphia Trust Company
Pennsylvania
$756K +$157K +3,815 +26%
VKH
519
Virtu KCG Holdings
New York
$755K +$755K +18,324 New
MYAM
520
Meiji Yasuda Asset Management
Japan
$749K +$37.8K +919 +5%
KWMG
521
King Wealth Management Group
Florida
$745K – – –
KIA
522
Kopp Investment Advisors
Minnesota
$744K -$6.39K -155 -0.9%
TSS
523
Thomas Story & Son
Indiana
$741K – – –
CSIC
524
Clifford Swan Investment Counsel
California
$734K -$52K -1,264 -7%
S
525
SignatureFD
Georgia
$731K +$424K +10,281 +138%
19 20
21
22 23