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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 %
ADBIC
526
A.D. Beadell Investment Counsel
Wisconsin
$729K -$16.5K -400 -2%
WTIM
527
Wilmington Trust Investment Management
Delaware
$728K +$4.81K +117 +0.7%
FTC
528
Farmers Trust Company
Ohio
$718K – – –
MIM
529
Marco Investment Management
Georgia
$714K – – –
FT
530
Fiduciary Trust
Massachusetts
$713K -$70K -1,700 -9%
CT
531
Cambridge Trust
Massachusetts
$709K -$186K -4,517 -21%
SCCM
532
Schafer Cullen Capital Management
New York
$709K – – –
TYCC
533
Texas Yale Capital Corp
Florida
$709K – – –
CA
534
Cetera Advisors
Colorado
$705K +$22.5K +549 +3%
NSEDCP
535
NJ State Employees Deferred Compensation Plan
New Jersey
$700K – – –
IIM
536
Ipswich Investment Management
Massachusetts
$698K -$10.3K -250 -1%
LW
537
Linscomb Wealth
Texas
$696K +$10.9K +265 +2%
CWP
538
Capital Wealth Planning
Florida
$687K +$262K +6,358 +62%
AF
539
Arrow Financial
New York
$685K -$108K -2,625 -14%
PPSG
540
Princeton Portfolio Strategies Group
New Jersey
$682K -$7.21K -175 -1%
CCT
541
Country Club Trust
Missouri
$680K +$4.11K +100 +0.6%
SIG
542
Sky Investment Group
Connecticut
$675K +$675K +16,400 New
CC
543
ClearArc Capital
Ohio
$674K -$14.7K -356 -2%
SBH
544
Segall Bryant & Hamill
Illinois
$674K +$25.2K +612 +4%
AWA
545
AmeriServ Wealth Advisors
Pennsylvania
$673K -$2.39K -58 -0.4%
PAMG
546
Patton Albertson Miller Group
Tennessee
$666K -$259K -6,300 -28%
QBFM
547
QS Batterymarch Financial Management
New York
$661K -$26.1K -634 -4%
GLA
548
Great Lakes Advisors
Illinois
$660K -$31K -754 -4%
GMIM
549
General Motors Investment Management
New York
$655K +$655K +15,909 New
ACM
550
Azimuth Capital Management
Michigan
$654K +$157K +3,822 +32%
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