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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 %
DWA
626
Douglass Winthrop Advisors
New York
$452K +$205K +5,000 +83%
WT
627
Washington Trust
Rhode Island
$445K -$138K -3,360 -24%
LA
628
Lynch & Associates
Indiana
$444K -$103K -2,495 -19%
DT
629
Diversified Trust
Tennessee
$444K -$69.9K -1,700 -14%
TCM
630
Texan Capital Management
Texas
$441K -$671K -16,315 -60%
CR
631
Cooperatieve Rabobank
Netherlands
$440K -$161K -3,919 -27%
OMCS
632
Old Mutual Customised Solutions
South Africa
$440K – – –
MA
633
Montag & Associates
Georgia
$439K -$411 -10 -0.1%
IB
634
Intrust Bank
Kansas
$438K +$15K +366 +4%
TSW
635
Thompson Siegel & Walmsley
Virginia
$438K +$24.7K +600 +6%
SACTSONJ
636
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$437K – – –
MCM
637
MAI Capital Management
Ohio
$431K -$41.2K -1,000 -9%
SIG
638
Schaller Investment Group
North Carolina
$431K – – –
TCOTO
639
Trust Company of the Ozarks
Missouri
$431K +$37K +900 +9%
Mariner
640
Mariner
Kansas
$429K +$70.1K +1,705 +20%
FMC
641
First Merchants Corp
Indiana
$426K -$42.5K -1,034 -9%
SCM
642
Salem Capital Management
Massachusetts
$425K -$41.1K -1,000 -9%
SHA
643
Smith Hayes Advisers
Nebraska
$425K +$1.07K +26 +0.3%
PM
644
Parametrica Management
Hong Kong
$425K +$425K +10,334 New
VCM
645
Violich Capital Management
California
$424K -$4.11K -100 -1%
SFT
646
Simmons First Trust
Arkansas
$419K -$80.8K -1,965 -16%
ST
647
Sabal Trust
Florida
$414K +$36.6K +890 +10%
BBHC
648
Brown Brothers Harriman & Co
New York
$412K -$139K -3,389 -25%
SAA
649
Southeast Asset Advisors
Georgia
$411K – – –
Verition Fund Management
650
Verition Fund Management
Connecticut
$409K +$59.7K +1,451 +17%
24 25
26
27 28