SO icon

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 %
CPSAC
676
Chas P. Smith & Associates (CPS)
Florida
$334K 8,122 – –
KL
677
Kinsight LLC
Alabama
$334K 8,106 +38 +0.5%
TTWM
678
TCV Trust & Wealth Management
Virginia
$331K 8,034 -926 -10%
BBA
679
BLB&B Advisors
Pennsylvania
$331K 8,050 +1,037 +15%
LA
680
Lau Associates
Delaware
$329K 8,000 – –
HH
681
Hilltop Holdings
Texas
$329K 7,981 +7,981 New
CCG
682
Cypress Capital Group
Florida
$326K 7,903 +107 +1%
CFS
683
Community Financial System
New York
$322K 7,818 -130 -2%
FIM
684
Freedom Investment Management
Connecticut
$316K 7,671 -224 -3%
GC
685
Grimes & Company
Massachusetts
$314K 7,627 -1,155 -13%
RMCM
686
Reynders McVeigh Capital Management
Massachusetts
$314K 7,613 -764 -9%
KFC
687
Klingenstein Fields & Co
New York
$313K 7,596 – –
BDF
688
Balasa Dinverno & Foltz
$312K 7,570 +92 +1%
FHC
689
First Heartland Consultants
Missouri
$311K 7,540 -1,731 -19%
NA
690
Navellier & Associates
Nevada
$308K 7,473 +810 +12%
FIAS
691
FinTrust Investment Advisory Services
South Carolina
$307K 7,451 -70 -0.9%
PP
692
Patten & Patten
Tennessee
$303K 7,359 +172 +2%
VFS
693
VSR Financial Services
Kansas
$300K 7,282 -4,198 -37%
IHL
694
Investment House LLC
California
$297K 7,205 +2 +0%
SHGA
695
Sand Hill Global Advisors
California
$295K 7,162 – –
MHIC
696
Marble Harbor Investment Counsel
Massachusetts
$288K 6,989 -870 -11%
GIS
697
Guardian Investor Services
New York
$287K 6,974 -85 -1%
IPRC
698
Indices-Pac Research Corporation
New Jersey
$285K 6,909 -6,522 -49%
CCA
699
Cobblestone Capital Advisors
New York
$285K 6,915 +275 +4%
CC
700
Courier Capital
New York
$284K 6,889 +19 +0.3%
26 27
28
29 30