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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.

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
1
Franklin Resources
California
$1.32B
2
Capital World Investors
2
Capital World Investors
California
$219M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$332M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$141M
5
Goldman Sachs
5
Goldman Sachs
New York
$217M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$0
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$22.2M
3
Barclays
3
Barclays
United Kingdom
$49.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$56.3M
5
Deutsche Bank
5
Deutsche Bank
Germany
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$56.3M 1,368,771 -2,322,069 -63%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$54.7M 1,329,945 +232,068 +21%
BIM
53
BlackRock Investment Management
Delaware
$54.2M 1,317,501 -51,552 -4%
MTB
54
Mizuho Trust & Banking
Japan
$52.2M 1,269,942 +6,789 +0.5%
AI
55
Analytic Investors
California
$52.1M 1,266,877 -1,118,218 -47%
RJA
56
Raymond James & Associates
Florida
$51.5M 1,253,595 +173,446 +16%
BJ
57
BlackRock Japan
Japan
$49.4M 1,201,106 -31,543 -3%
Barclays
58
Barclays
United Kingdom
$49.2M 1,200,155 -3,949,497 -77%
GC
59
Guggenheim Capital
Illinois
$47.4M 1,153,324 +28,314 +3%
Prudential Financial
60
Prudential Financial
New Jersey
$46.2M 1,124,897 -189,600 -14%
PPA
61
Parametric Portfolio Associates
Washington
$46.2M 1,124,735 +37,746 +3%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$45.5M 1,107,365 -4,642 -0.4%
SO
63
STRS Ohio
Ohio
$45.2M 1,099,695 +27,800 +3%
SG Americas Securities
64
SG Americas Securities
New York
$44.4M 1,079,936 +621,658 +136%
AAMU
65
Amundi Asset Management US
Massachusetts
$44.4M 1,079,314 +845,670 +362%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$43.8M 1,066,050 +64,400 +6%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$43.6M 1,060,654 -48,646 -4%
USAA
68
United Services Automobile Association
Texas
$42M 1,021,694 +338,232 +49%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$41.7M 1,015,192 -13,570 -1%
Principal Financial Group
70
Principal Financial Group
Iowa
$40M 973,962 +8,301 +0.9%
Canada Life
71
Canada Life
Manitoba, Canada
$39.6M 960,324 +196,485 +26%
VLKIM
72
Van Lanschot Kempen Investment Management
Netherlands
$38.5M 917,600 +917,600 New
MAM
73
Magellan Asset Management
Australia
$38.2M 929,211 +289,709 +45%
JHC
74
JFB Holdings Corp
Georgia
$37.7M 915,996 +915,996 New
Cohen & Steers
75
Cohen & Steers
New York
$36.6M 891,144 +891,144 New
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