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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 %
HH
676
Hilltop Holdings
Texas
$361K +$32.3K +783 +10%
AWCI
677
Alpine Woods Capital Investors
New York
$358K -$61.7K -1,500 -15%
CCM
678
Crossvault Capital Management
Texas
$357K +$357K +8,675 New
GLRA
679
Gerald L. Ray & Associates
Texas
$356K – – –
UBWV
680
United Bank (West Virginia)
West Virginia
$355K – – –
DAM
681
Delta Asset Management
Tennessee
$353K -$28.6K -695 -7%
BBA
682
BLB&B Advisors
Pennsylvania
$351K +$20.1K +488 +6%
MAA
683
Mraz Amerine & Associates
California
$348K – – –
WSFS
684
Wilmington Savings Fund Society
Delaware
$348K +$91.4K +2,226 +36%
MCM
685
Maple Capital Management
Vermont
$344K -$107K -2,600 -24%
ISL
686
Ingalls & Snyder LLC
New York
$337K -$52K -1,266 -13%
AP
687
Advisor Partners
California
$334K +$94.9K +2,310 +40%
Parallax Volatility Advisers
688
Parallax Volatility Advisers
California
$330K -$123K -2,991 -27%
LA
689
Lau Associates
Delaware
$329K – – –
PP
690
Paloma Partners
Connecticut
$329K +$329K +7,996 New
NA
691
Navellier & Associates
Nevada
$328K +$20.6K +500 +7%
BFS
692
Bradley Foster & Sargent
Connecticut
$326K -$72.6K -1,766 -18%
BTW
693
Boston Trust Walden
Massachusetts
$325K -$16.5K -400 -5%
KL
694
Kinsight LLC
Alabama
$324K -$9.55K -232 -3%
OC
695
Oakworth Capital
Alabama
$324K +$324K +7,875 New
HVIA
696
Hudson Valley Investment Advisors
New York
$323K +$42.1K +1,025 +15%
FIM
697
Freedom Investment Management
Connecticut
$321K +$5.35K +130 +2%
CFS
698
Community Financial System
New York
$317K -$4.11K -100 -1%
GC
699
Grimes & Company
Massachusetts
$314K +$206 +5 +0.1%
WB
700
Webster Bank
Connecticut
$310K -$47.2K -1,150 -13%
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