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 %
BEAM
701
Baker Ellis Asset Management
Washington
$281K 6,812 -100 -1%
HVIA
702
Hudson Valley Investment Advisors
New York
$281K 6,833 +2,032 +42%
SI
703
SII Investments
Wisconsin
$280K 6,786 -12,395 -65%
WC
704
Whitnell & Co
Illinois
$280K 6,805 – –
MMG
705
Monetary Management Group
Missouri
$279K 6,776 -3,100 -31%
NPF
706
Norris Perne & French
Michigan
$275K 6,693 – –
SNT
707
Security National Trust
West Virginia
$271K 6,580 – –
FA
708
FDx Advisors
Illinois
$270K 6,546 -1,846 -22%
PL
709
Perpetual Ltd
Australia
$267K 6,484 -4,244 -40%
HCMNY
710
Howard Capital Management (New York)
New York
$267K 6,490 -3,926 -38%
GA
711
Geneva Advisors
Illinois
$265K 6,442 -3,539 -35%
HIM
712
Hillsdale Investment Management
Ontario, Canada
$264K 6,400 -100 -2%
BRWA
713
B. Riley Wealth Advisors
Florida
$262K 6,363 -728 -10%
FNBTCON
714
First National Bank & Trust Co of Newtown
Pennsylvania
$262K 6,353 – –
FANJ
715
Financial Architects (New Jersey)
New Jersey
$262K 6,375 +892 +16%
ACA
716
Anchor Capital Advisors
Massachusetts
$261K 6,350 – –
WSFS
717
Wilmington Savings Fund Society
Delaware
$257K 6,247 -740 -11%
FMBTD
718
First Midwest Bank Trust Division
Illinois
$256K 6,205 – –
NAM
719
Nichols Asset Management
Massachusetts
$254K 6,170 -1,200 -16%
FSA
720
Franklin Street Advisors
North Carolina
$254K 6,169 – –
CWM
721
Concert Wealth Management
California
$253K 6,177 -373 -6%
CP
722
Coho Partners
Pennsylvania
$253K 6,139 – –
PG
723
PEAK6 Group
Illinois
$249K 12,084 +12,084 New
FFC
724
First Financial Corp
Indiana
$248K 6,041 – –
DWA
725
Douglass Winthrop Advisors
New York
$247K 6,000 – –
27 28
29
30 31