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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 %
DPIM
51
Duff & Phelps Investment Management
Illinois
$62.1M 1,508,750 +110 +0%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$60.8M 1,477,168 -29,531 -2%
Hotchkis & Wiley Capital Management
53
Hotchkis & Wiley Capital Management
California
$60.5M 1,468,899 +1,468,899 New
BIM
54
BlackRock Investment Management
Delaware
$56.4M 1,369,053 +20,243 +2%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$56.3M 1,368,208 +8,850 +0.7%
CS
56
Credit Suisse
Switzerland
$56.1M 1,362,419 -224,795 -14%
MTB
57
Mizuho Trust & Banking
Japan
$55.7M 1,263,153 – –
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$54.2M 1,315,478 +56,191 +4%
Prudential Financial
59
Prudential Financial
New Jersey
$54.1M 1,314,497 -40,005 -3%
WHRC
60
W.H. Reaves & Co
New Jersey
$51.4M 1,248,183 -29,331 -2%
BJ
61
BlackRock Japan
Japan
$50.8M 1,232,649 -17,679 -1%
BG
62
Bahl & Gaynor
Ohio
$47M 1,142,254 +57,036 +5%
GC
63
Guggenheim Capital
Illinois
$46.3M 1,125,010 +442,517 +65%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$45.8M 1,112,007 -36,112 -3%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$45.7M 1,109,300 -773,091 -41%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$45.2M 1,097,877 +4,809 +0.4%
PPA
67
Parametric Portfolio Associates
Washington
$44.8M 1,086,989 -87,044 -7%
RJA
68
Raymond James & Associates
Florida
$44.5M 1,080,149 +42,711 +4%
SO
69
STRS Ohio
Ohio
$44.1M 1,071,895 -253,391 -19%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$42.4M 1,028,762 -47,610 -4%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$41.2M 1,001,650 +524,217 +110%
Principal Financial Group
72
Principal Financial Group
Iowa
$39.8M 965,661 -27,728 -3%
Acadian Asset Management
73
Acadian Asset Management
Massachusetts
$39.5M 959,518 +7,619 +0.8%
Dimensional Fund Advisors
74
Dimensional Fund Advisors
Texas
$36.1M 876,663 +20,846 +2%
Lord, Abbett & Co
75
Lord, Abbett & Co
New Jersey
$34.8M 844,502 -915,040 -52%
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