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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 %
FNBOMD
526
First National Bank of Mount Dora
Florida
$792K -$56.5K -1,375 -7%
FDS
527
First Dallas Securities
Texas
$791K -$8.18K -199 -1%
BVDMP
528
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$789K – – –
BC
529
Banced Corp
Illinois
$789K +$789K +19,198 New
ICOA
530
Investment Centers of America
North Dakota
$787K -$237K -5,767 -23%
CCM
531
Cohen Capital Management
California
$781K – – –
AHS
532
Aspiriant Holdings S3
California
$777K -$73.4K -1,786 -9%
MIM
533
Macroview Investment Management
Maryland
$767K +$159K +3,860 +26%
AIP
534
Ameritas Investment Partners
Nebraska
$761K -$1.85M -45,000 -71%
FNBT
535
FineMark National Bank & Trust
Florida
$759K -$147K -3,583 -16%
PL
536
Perpetual Ltd
Australia
$759K +$493K +11,988 +185%
PTC
537
Philadelphia Trust Company
Pennsylvania
$755K – – –
SI
538
SII Investments
Wisconsin
$753K +$477K +11,700 +172%
WTIM
539
Wilmington Trust Investment Management
Delaware
$752K +$24.6K +600 +3%
FT
540
Fiduciary Trust
Massachusetts
$750K +$38.2K +929 +5%
KFS
541
KMS Financial Services
Washington
$746K +$254K +6,164 +51%
KWMG
542
King Wealth Management Group
Florida
$744K – – –
ADBIC
543
A.D. Beadell Investment Counsel
Wisconsin
$744K +$16.4K +400 +2%
Brown Advisory
544
Brown Advisory
Maryland
$733K -$127K -3,079 -15%
MCM
545
McMillion Capital Management
North Carolina
$732K -$150K -3,645 -17%
S
546
SignatureFD
Georgia
$728K -$1.56K -38 -0.2%
TSS
547
Thomas Story & Son
Indiana
$727K -$12.3K -300 -2%
HPIA
548
Hamilton Point Investment Advisors
North Carolina
$725K +$725K +17,645 New
I2I
549
Insight 2811 Inc
Illinois
$724K +$218K +5,300 +43%
SWM
550
SVA Wealth Management
Wisconsin
$719K +$719K +17,492 New
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