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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.

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
EA
1
Euclid Advisors
Connecticut
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$34.8M
4
SG Americas Securities
4
SG Americas Securities
New York
$18.9M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
TCOTO
651
Trust Company of the Ozarks
Missouri
$394K 9,578 – –
HCM
652
Hodges Capital Management
Texas
$391K 9,504 – –
AIC
653
Aurora Investment Counsel
Georgia
$390K 9,468 – –
ISL
654
Ingalls & Snyder LLC
New York
$389K 9,466 – –
OWD
655
Osborn Williams & Donohoe
Ohio
$388K 9,430 -600 -6%
NCMG
656
NCM Capital Management Group
North Carolina
$387K 9,405 -1,430 -13%
BMC
657
Benin Management Corp
Connecticut
$383K 9,302 – –
DAM
658
Delta Asset Management
Tennessee
$382K 9,271 +260 +3%
MBT
659
Monroe Bank & Trust
Michigan
$380K 9,219 -8,776 -49%
ST
660
Sabal Trust
Florida
$378K 9,169 +550 +6%
BC
661
Barnett & Company
Tennessee
$377K 9,147 +900 +11%
Fisher Asset Management
662
Fisher Asset Management
Washington
$377K 9,154 +1,531 +20%
CK
663
Cohen Klingenstein
New York
$371K 9,000 – –
SSWM
664
Sheets Smith Wealth Management
North Carolina
$370K 8,977 +8,977 New
Mariner
665
Mariner
Kansas
$360K 8,732 -1,305 -13%
WB
666
Webster Bank
Connecticut
$358K 8,698 -1,050 -11%
GLRA
667
Gerald L. Ray & Associates
Texas
$356K 8,650 – –
UBWV
668
United Bank (West Virginia)
West Virginia
$355K 8,632 – –
MAA
669
Mraz Amerine & Associates
California
$349K 8,466 – –
Verition Fund Management
670
Verition Fund Management
Connecticut
$349K 8,487 +3,901 +85%
RIA
671
Regal Investment Advisors
Michigan
$347K 8,433 +349 +4%
ACM
672
Aviance Capital Management
Florida
$346K 8,390 +35 +0.4%
WP
673
WMS Partners
Maryland
$345K 8,367 – –
BTW
674
Boston Trust Walden
Massachusetts
$342K 8,300 – –
EWM
675
Evercore Wealth Management
New York
$340K 8,250 -900 -10%
25 26
27
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