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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 %
EHWM
551
Eads & Heald Wealth Management
Georgia
$718K +$71.8K +1,746 +11%
KFP
552
Keystone Financial Planning
Ohio
$716K +$716K +17,421 New
PPSG
553
Princeton Portfolio Strategies Group
New Jersey
$707K +$26.7K +650 +4%
LC
554
Lilley & Co
Michigan
$706K -$86.3K -2,100 -11%
NSEDCP
555
NJ State Employees Deferred Compensation Plan
New Jersey
$699K – – –
IIM
556
Ipswich Investment Management
Massachusetts
$697K – – –
WAM
557
Wolverine Asset Management
Illinois
$690K +$559K +13,600 +425%
FTC
558
Farmers Trust Company
Ohio
$679K -$37.2K -904 -5%
BO
559
Bank OZK
Arkansas
$678K +$35.8K +871 +6%
CC
560
ClearArc Capital
Ohio
$675K +$2.47K +60 +0.4%
CSIC
561
Clifford Swan Investment Counsel
California
$667K -$65.8K -1,600 -9%
CI
562
Constellation Investments
Ohio
$666K +$53.4K +1,300 +9%
BFEC
563
Benjamin F. Edwards & Company
Missouri
$663K +$82.5K +2,006 +14%
CCT
564
Country Club Trust
Missouri
$659K -$20.6K -500 -3%
QBFM
565
QS Batterymarch Financial Management
New York
$657K -$2.72K -66 -0.4%
CT
566
Cambridge Trust
Massachusetts
$654K -$53.9K -1,310 -8%
Natixis Advisors
567
Natixis Advisors
Massachusetts
$654K +$118K +2,869 +22%
CLOS
568
Compagnie Lombard Odier SCmA
Switzerland
$645K +$645K +15,704 New
MYAM
569
Meiji Yasuda Asset Management
Japan
$641K -$107K -2,600 -14%
MDCM
570
Morgan Dempsey Capital Management
Wisconsin
$639K +$119K +2,900 +23%
PAMG
571
Patton Albertson Miller Group
Tennessee
$637K -$28.8K -699 -4%
NCM
572
Narwhal Capital Management
Georgia
$635K +$226K +5,500 +55%
PWLP
573
Prio Wealth Limited Partnership
Massachusetts
$625K – – –
Bank of Nova Scotia
574
Bank of Nova Scotia
Ontario, Canada
$622K +$9.87K +240 +2%
ACM
575
Argyle Capital Management
Pennsylvania
$619K – – –
21 22
23
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