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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 %
MA
626
Montag & Associates
Georgia
$440K -$334K -8,100 -43%
SACTSONJ
627
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$438K – – –
AL
628
Airain Ltd
Guernsey
$436K +$208K +5,039 +91%
GJIC
629
Gamble Jones Investment Counsel
California
$435K +$906 +22 +0.2%
LNWWM
630
Laird Norton Wetherby Wealth Management
California
$434K +$35.7K +867 +9%
SIG
631
Schaller Investment Group
North Carolina
$432K – – –
GLI
632
Guardian Life Insurance
New York
$432K +$1.89K +46 +0.4%
VCM
633
Violich Capital Management
California
$429K – – –
IB
634
Intrust Bank
Kansas
$424K -$82.4K -2,001 -16%
SHA
635
Smith Hayes Advisers
Nebraska
$424K +$1.03K +25 +0.2%
Bessemer Group
636
Bessemer Group
New Jersey
$420K -$58.3K -1,420 -12%
AWCI
637
Alpine Woods Capital Investors
New York
$420K -$20.6K -500 -5%
TCM
638
Twin Capital Management
Pennsylvania
$419K -$21.8K -530 -5%
TSW
639
Thompson Siegel & Walmsley
Virginia
$414K – – –
DTL
640
Dynamic Technology Lab
Singapore
$413K +$413K +10,035 New
MYLI
641
Meiji Yasuda Life Insurance
Japan
$412K -$7.79K -189 -2%
SAA
642
Southeast Asset Advisors
Georgia
$412K +$53.6K +1,300 +15%
SCM
643
Stonebridge Capital Management
California
$410K +$8.24K +200 +2%
NCM
644
Narwhal Capital Management
Georgia
$410K +$410K +9,950 New
IMOV
645
Investment Management of Virginia
Virginia
$408K – – –
BAC
646
Boys Arnold & Co
North Carolina
$406K +$206 +5 +0.1%
BFS
647
Bradley Foster & Sargent
Connecticut
$399K +$1.03K +25 +0.3%
CBN
648
Cadence Bank NA
Texas
$397K +$6.22K +151 +2%
TCOT
649
Trust Company of Toledo
Ohio
$396K +$18.7K +455 +5%
TCOTO
650
Trust Company of the Ozarks
Missouri
$394K – – –
24 25
26
27 28