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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 %
EHWM
551
Eads & Heald Wealth Management
Georgia
$647K +$279K +6,769 +76%
11A
552
10-15 Associates
New York
$647K +$647K +15,716 New
BWP
553
Baldwin Wealth Partners
Massachusetts
$645K -$646K -15,700 -50%
BO
554
Bank OZK
Arkansas
$643K +$142K +3,449 +28%
PWLP
555
Prio Wealth Limited Partnership
Massachusetts
$626K -$5.15K -125 -0.8%
ATC
556
Adirondack Trust Company
New York
$623K – – –
ACM
557
Argyle Capital Management
Pennsylvania
$620K -$20.6K -500 -3%
AAIM
558
American Assets Investment Management
California
$618K – – –
CI
559
Constellation Investments
Ohio
$614K +$37.1K +900 +6%
Bank of Nova Scotia
560
Bank of Nova Scotia
Ontario, Canada
$613K -$906 -22 -0.1%
MIM
561
Macroview Investment Management
Maryland
$609K -$938K -22,790 -61%
GG
562
Gofen & Glossberg
Illinois
$609K – – –
CR
563
Cooperatieve Rabobank
Netherlands
$603K +$47.3K +1,147 +9%
RB
564
Rodgers Brothers
Pennsylvania
$601K -$24.7K -600 -4%
Two Sigma Advisers
565
Two Sigma Advisers
New York
$600K +$600K +14,562 New
GCP
566
GSA Capital Partners
United Kingdom
$599K -$890K -21,618 -60%
VAM
567
Visium Asset Management
New York
$589K +$358K +8,692 +155%
EB
568
Eastern Bank
Massachusetts
$588K -$75.1K -1,821 -11%
SL
569
Summitry LLC
California
$587K -$5.15K -125 -0.9%
WT
570
Washington Trust
Rhode Island
$584K -$41.2K -1,000 -7%
BFEC
571
Benjamin F. Edwards & Company
Missouri
$581K -$27.2K -661 -4%
ATC
572
Argent Trust Company
Louisiana
$575K +$46.6K +1,132 +9%
CT
573
Coastline Trust
Rhode Island
$572K +$99.3K +2,410 +21%
ACP
574
Aviance Capital Partners
Florida
$570K +$152K +3,690 +36%
ZIC
575
ZWJ Investment Counsel
Georgia
$562K -$12.3K -298 -2%
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