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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 %
AAIM
576
American Assets Investment Management
California
$617K – – –
CONA
577
Capital One National Association
New York
$614K -$338K -8,217 -35%
AWA
578
AmeriServ Wealth Advisors
Pennsylvania
$614K -$57.3K -1,394 -9%
GG
579
Gofen & Glossberg
Illinois
$608K – – –
ACP
580
Aviance Capital Partners
Florida
$606K +$37.1K +903 +7%
SCM
581
Schnieders Capital Management
California
$604K +$604K +14,693 New
ATC
582
Adirondack Trust Company
New York
$600K -$20.5K -500 -3%
RB
583
Rodgers Brothers
Pennsylvania
$600K – – –
MCMT
584
Moon Capital Management (Tennessee)
Tennessee
$598K +$96.8K +2,352 +19%
ZIC
585
ZWJ Investment Counsel
Georgia
$581K +$19.6K +477 +3%
ATC
586
Argent Trust Company
Louisiana
$573K -$699 -17 -0.1%
LM
587
Luminus Management
Texas
$571K -$440K -10,700 -43%
BIC
588
Bridges Investment Counsel
Nebraska
$570K +$119K +2,900 +26%
CT
589
Coastline Trust
Rhode Island
$567K -$4.32K -105 -0.8%
SAM
590
SignalPoint Asset Management
Missouri
$561K -$35.1K -854 -6%
SL
591
Summitry LLC
California
$553K -$32.9K -800 -6%
SCM
592
Southport Capital Management
Tennessee
$553K +$2.67K +65 +0.5%
PHIMC
593
Private Harbour Investment Management & Counsel
Ohio
$551K +$4.6K +112 +0.8%
BC
594
Burney Company
Virginia
$550K +$16.9K +410 +3%
TYCC
595
Texas Yale Capital Corp
Florida
$549K -$158K -3,850 -22%
CIC
596
Carnegie Investment Counsel
Ohio
$540K -$18.9K -460 -3%
SDJVC
597
St. Denis J. Villere & Co
Louisiana
$537K +$22.7K +551 +4%
IGIM
598
I.G. Investment Management
Manitoba, Canada
$537K +$537K +13,073 New
EB
599
Eastern Bank
Massachusetts
$535K -$51K -1,240 -9%
HSA
600
HBK Sorce Advisory
Pennsylvania
$529K -$1.48K -36 -0.3%
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