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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 %
WEC
726
Winslow Evans & Crocker
Massachusetts
$268K +$268K +6,517 New
PFBT
727
Parkside Financial Bank & Trust
Missouri
$268K +$268K +6,533 New
BIM
728
Bridges Investment Management
Nebraska
$262K +$36.8K +900 +16%
WP
729
WMS Partners
Maryland
$258K -$85.5K -2,083 -25%
CCG
730
Cypress Capital Group
Florida
$257K -$68.2K -1,658 -21%
AIA
731
Alerus Investment Advisors
Minnesota
$256K +$21.2K +516 +9%
FHC
732
First Heartland Consultants
Missouri
$255K -$54.6K -1,329 -18%
FSA
733
Franklin Street Advisors
North Carolina
$253K -$1.03K -25 -0.4%
NAM
734
Nichols Asset Management
Massachusetts
$253K – – –
CCA
735
Cobblestone Capital Advisors
New York
$252K -$32.7K -795 -11%
FANJ
736
Financial Architects (New Jersey)
New Jersey
$252K -$10.2K -247 -4%
CP
737
Coho Partners
Pennsylvania
$252K – – –
MHS
738
M Holdings Securities
Oregon
$251K +$251K +6,095 New
FMBTD
739
First Midwest Bank Trust Division
Illinois
$250K -$5.56K -135 -2%
ST
740
Smithfield Trust
Pennsylvania
$250K +$82K +2,000 +49%
EWM
741
Evercore Wealth Management
New York
$249K -$90.5K -2,200 -27%
HFM
742
Hartford Financial Management
Connecticut
$249K +$21.1K +514 +9%
SAS
743
Spectrum Advisory Services
Georgia
$248K +$27.5K +668 +12%
HIM
744
Hillsdale Investment Management
Ontario, Canada
$247K -$16.5K -400 -6%
FFC
745
First Financial Corp
Indiana
$246K -$1.64K -40 -0.7%
WC
746
Whitnell & Co
Illinois
$245K -$35K -850 -12%
WA
747
WealthTrust Axiom
Pennsylvania
$245K – – –
CBT
748
Central Bank & Trust
Kentucky
$244K – – –
Fisher Asset Management
749
Fisher Asset Management
Washington
$242K -$134K -3,257 -36%
FBT
750
Founders Bank & Trust
Michigan
$242K +$97.2K +2,379 +67%
28 29
30
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