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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 %
Pacer Advisors
651
Pacer Advisors
Pennsylvania
$408K +$408K +8,314 New
IMOV
652
Investment Management of Virginia
Virginia
$407K – – –
BAC
653
Boys Arnold & Co
North Carolina
$405K +$246 +6 +0.1%
WRM
654
Westport Resources Management
Connecticut
$403K -$94.4K -2,300 -19%
CPA
655
Court Place Advisors
Maryland
$401K +$401K +9,750 New
HTHT
656
Hemenway Trust Hemenway Trust
New Hampshire
$399K +$399K +9,700 New
TTWM
657
TCV Trust & Wealth Management
Virginia
$396K +$65.8K +1,600 +20%
TCOT
658
Trust Company of Toledo
Ohio
$395K -$164 -4 -0%
GLA
659
Great Lakes Advisors
Illinois
$394K -$264K -6,436 -40%
HCM
660
Hodges Capital Management
Texas
$391K +$616 +15 +0.2%
NCMG
661
NCM Capital Management Group
North Carolina
$387K – – –
GJIC
662
Gamble Jones Investment Counsel
California
$386K -$48.4K -1,177 -11%
CBN
663
Cadence Bank NA
Texas
$385K -$11.1K -270 -3%
CIBC World Market
664
CIBC World Market
Ontario, Canada
$384K -$57.3K -1,394 -13%
BMC
665
Benin Management Corp
Connecticut
$382K – – –
SSWM
666
Sheets Smith Wealth Management
North Carolina
$381K +$12.2K +298 +3%
AF
667
Arrow Financial
New York
$377K -$307K -7,475 -45%
AT
668
Arden Trust
Delaware
$376K +$376K +9,130 New
LW
669
Linscomb Wealth
Texas
$375K -$320K -7,782 -46%
CK
670
Cohen Klingenstein
New York
$370K – – –
ACM
671
Aviance Capital Management
Florida
$368K +$23.1K +563 +7%
IPRC
672
Indices-Pac Research Corporation
New Jersey
$368K +$83.8K +2,038 +29%
RIA
673
Regal Investment Advisors
Michigan
$366K +$19.5K +475 +6%
NI
674
Nuance Investments
Missouri
$366K +$366K +8,900 New
MHIM
675
MacNealy Hoover Investment Management
Ohio
$365K +$365K +8,880 New
25 26
27
28 29