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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 %
CB
501
Chemical Bank
Michigan
$903K -$823 -20 -0.1%
AB
502
Amalgamated Bank
New York
$888K -$7.81K -190 -0.9%
HW
503
Hancock Whitney
Mississippi
$880K +$114K +2,780 +15%
BCM
504
Bluefin Capital Management
New York
$880K +$880K +21,400 New
VKH
505
Virtu KCG Holdings
New York
$875K +$122K +2,956 +16%
PAM
506
PartnerRe Asset Management
Connecticut
$873K -$43.1K -1,048 -5%
DG
507
Davidson & Garrard
Virginia
$873K +$41 +1 +0%
OIA
508
Optimum Investment Advisors
Illinois
$865K +$676K +16,447 +358%
MCC
509
Mid Continent Capital
Illinois
$852K -$686K -16,675 -45%
BTNA
510
Bremer Trust National Association
Minnesota
$851K +$3.04K +74 +0.4%
BA
511
Boston Advisors
Massachusetts
$847K +$72.2K +1,757 +9%
NIS
512
National Investment Services
Wisconsin
$846K – – –
DCM
513
Donaldson Capital Management
Indiana
$842K -$70.1K -1,705 -8%
CFA
514
Carroll Financial Associates
North Carolina
$832K -$26.9K -654 -3%
KIA
515
Kopp Investment Advisors
Minnesota
$832K +$89.8K +2,185 +12%
KF
516
Kopp Funds
Wisconsin
$832K +$832K +20,242 New
JIC
517
Johnson Investment Counsel
Ohio
$830K -$77.4K -1,884 -9%
SCM
518
Shelton Capital Management
Colorado
$819K -$82.3K -2,000 -9%
DCM
519
Dynamic Capital Management
Jersey
$818K -$229K -5,565 -22%
MSR
520
Main Street Research
Connecticut
$813K -$43.4K -1,055 -5%
ACM
521
Azimuth Capital Management
Michigan
$813K +$161K +3,910 +25%
CGT
522
Capital Guardian Trust
California
$812K +$1.93K +47 +0.2%
CA
523
Cetera Advisors
Colorado
$808K +$105K +2,568 +15%
PMG
524
ProVise Management Group
Florida
$793K +$237K +5,762 +43%
JG
525
Jefferies Group
New York
$792K -$1.34M -32,702 -63%
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