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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 %
CIC
576
Carnegie Investment Counsel
Ohio
$560K – – –
PMG
577
ProVise Management Group
Florida
$557K +$190K +4,600 +52%
AW
578
ACG Wealth
Georgia
$553K -$20.6K -500 -4%
BBHC
579
Brown Brothers Harriman & Co
New York
$552K +$143K +3,468 +35%
SCM
580
Southport Capital Management
Tennessee
$551K +$313K +7,600 +132%
LA
581
Lynch & Associates
Indiana
$548K -$19.6K -475 -3%
PHIMC
582
Private Harbour Investment Management & Counsel
Ohio
$548K +$12.4K +300 +2%
CG
583
Clinton Group
New York
$542K +$323K +7,842 +148%
Natixis Advisors
584
Natixis Advisors
Massachusetts
$537K -$51.3K -1,246 -9%
BC
585
Burney Company
Virginia
$534K -$7.37K -179 -1%
HSA
586
HBK Sorce Advisory
Pennsylvania
$532K -$540K -13,106 -50%
BCM
587
Bridgeway Capital Management
Texas
$527K – – –
CCT
588
Chemung Canal Trust
New York
$527K +$13.1K +319 +3%
AAM
589
Autus Asset Management
Arizona
$526K -$132K -3,200 -20%
MDCM
590
Morgan Dempsey Capital Management
Wisconsin
$521K -$8.65K -210 -2%
WSC
591
Wellington Shields & Co
New York
$521K +$165 +4 +0%
RCAG
592
Rehmann Capital Advisory Group
Michigan
$517K +$63.9K +1,553 +14%
CBU
593
CIBC Bank USA
Illinois
$515K -$985K -23,910 -66%
SDJVC
594
St. Denis J. Villere & Co
Louisiana
$515K – – –
DT
595
Diversified Trust
Tennessee
$515K – – –
SC
596
Savant Capital
Illinois
$513K -$2.06K -50 -0.4%
I2I
597
Insight 2811 Inc
Illinois
$507K -$45.3K -1,100 -8%
MCMT
598
Moon Capital Management (Tennessee)
Tennessee
$502K +$502K +12,184 New
SFT
599
Simmons First Trust
Arkansas
$501K +$16.9K +410 +3%
WRM
600
Westport Resources Management
Connecticut
$499K +$42.6K +1,035 +9%
22 23
24
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