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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 %
ARMT
701
Amica Retiree Medical Trust
Rhode Island
$310K +$310K +7,545 New
VFS
702
VSR Financial Services
Kansas
$307K +$7.97K +194 +3%
RMCM
703
Reynders McVeigh Capital Management
Massachusetts
$304K -$9.3K -226 -3%
SHGA
704
Sand Hill Global Advisors
California
$300K +$5.15K +125 +2%
CC
705
Courier Capital
New York
$300K +$17.2K +420 +6%
BDF
706
Balasa Dinverno & Foltz
$299K -$12.6K -307 -4%
Kayne Anderson Rudnick Investment Management
707
Kayne Anderson Rudnick Investment Management
California
$296K +$296K +7,189 New
MYLI
708
Meiji Yasuda Life Insurance
Japan
$295K -$116K -2,830 -28%
MMG
709
Monetary Management Group
Missouri
$295K +$16.4K +400 +6%
KFC
710
Klingenstein Fields & Co
New York
$288K -$24.7K -600 -8%
GIS
711
Guardian Investor Services
New York
$288K +$1.19K +29 +0.4%
Two Sigma Advisers
712
Two Sigma Advisers
New York
$287K -$313K -7,600 -52%
AIC
713
Aurora Investment Counsel
Georgia
$282K -$107K -2,610 -28%
BEAM
714
Baker Ellis Asset Management
Washington
$280K – – –
PAM
715
Palisade Asset Management
Minnesota
$280K +$280K +6,803 New
MHIC
716
Marble Harbor Investment Counsel
Massachusetts
$279K -$8.22K -200 -3%
GT
717
Glenview Trust
Kentucky
$279K +$279K +6,794 New
BRWA
718
B. Riley Wealth Advisors
Florida
$278K +$16.4K +399 +6%
NPF
719
Norris Perne & French
Michigan
$275K – – –
FA
720
FDx Advisors
Illinois
$275K +$5.4K +131 +2%
PP
721
Patten & Patten
Tennessee
$274K -$28.9K -702 -10%
FNBTCON
722
First National Bank & Trust Co of Newtown
Pennsylvania
$272K +$10.5K +255 +4%
ASN
723
Advisory Services Network
Georgia
$270K -$193K -4,699 -42%
SNT
724
Security National Trust
West Virginia
$270K – – –
HCMNY
725
Howard Capital Management (New York)
New York
$270K +$3.17K +77 +1%
27 28
29
30 31