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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 %
CCT
601
Chemung Canal Trust
New York
$508K -$17.4K -425 -3%
LNWWM
602
Laird Norton Wetherby Wealth Management
California
$506K +$72.8K +1,769 +17%
RCAG
603
Rehmann Capital Advisory Group
Michigan
$503K -$13.2K -320 -3%
SBH
604
Segall Bryant & Hamill
Illinois
$499K -$175K -4,249 -26%
WSC
605
Wellington Shields & Co
New York
$499K -$21.7K -528 -4%
First Manhattan
606
First Manhattan
New York
$497K +$8.22K +200 +2%
HTC
607
Haverford Trust Company
Pennsylvania
$495K – – –
SC
608
Savant Capital
Illinois
$494K -$17.7K -430 -3%
CA
609
Cornerstone Advisors
North Carolina
$493K – – –
BT
610
Beacon Trust
New Jersey
$491K -$3.49K -85 -0.7%
FQ
611
First Quadrant
California
$489K +$489K +11,900 New
GCA
612
Greenwood Capital Associates
South Carolina
$486K +$45.2K +1,100 +10%
SMC
613
Smith, Moore & Co
Missouri
$484K +$484K +11,764 New
ST
614
Somerset Trust
Pennsylvania
$482K +$482K +11,745 New
CBU
615
CIBC Bank USA
Illinois
$481K -$33.1K -805 -6%
DSC
616
Duncker Streett & Co
Missouri
$479K +$85.7K +2,084 +22%
AAM
617
Autus Asset Management
Arizona
$470K -$55.5K -1,350 -11%
PIM
618
Penobscot Investment Management
Massachusetts
$468K -$8.23K -200 -2%
CICI
619
Capital Investment Counsel Inc
North Carolina
$468K +$8.22K +200 +2%
AF
620
Allworth Financial
California
$466K +$494 +12 +0.1%
ANBTV
621
American National Bank & Trust (Virginia)
Virginia
$458K -$2.1K -51 -0.5%
MWAC
622
Mariner Wealth Advisors (Cincinnati)
Ohio
$458K – – –
HCM
623
Howland Capital Management
Massachusetts
$457K +$6.86K +167 +2%
CCC
624
Chelsea Counsel Company
California
$455K -$10.8M -263,533 -96%
RFA
625
Reilly Financial Advisors
California
$453K -$16.8K -409 -4%
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