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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 %
SCM
751
Sterneck Capital Management
Missouri
$206K 5,000 -1,000 -17%
FHB
752
First Hawaiian Bank
Hawaii
$205K 4,979 +1,890 +61%
AT
753
Arvest Trust
Oklahoma
$204K 4,965 -172 -3%
RNS
754
Robert N. Shapiro
$203K 4,937 +6 +0.1%
LBC
755
Lowe Brockenbrough & Co
Virginia
$203K 4,929 +150 +3%
ST
756
Sentinel Trust
Texas
$202K 4,902 -139 -3%
LCM
757
Laurion Capital Management
New York
$202K 4,900 +4,900 New
GT
758
Greenleaf Trust
Michigan
$200K 4,863 -766 -14%
HPBT
759
High Point Bank & Trust
North Carolina
$199K 4,832 +314 +7%
NYLIM
760
New York Life Investment Management
New York
$198K 4,800 – –
KPCM
761
Kings Point Capital Management
New York
$192K 4,660 – –
OIA
762
Optimum Investment Advisors
Illinois
$189K 4,596 +4,596 New
ST
763
Spot Trading
Illinois
$183K 4,434 -5,855 -57%
AssetMark Inc
764
AssetMark Inc
California
$180K 4,374 +4,374 New
NES
765
New England Securities
New York
$177K 4,297 -18 -0.4%
ST
766
Smithfield Trust
Pennsylvania
$169K 4,100 -2,630 -39%
SAMC
767
Shinko Asset Management Company
Japan
$169K 4,100 -200 -5%
DBT
768
Dubuque Bank & Trust
Iowa
$169K 4,093 – –
FMP
769
Financial Management Professionals
Texas
$165K 4,000 – –
FMLI
770
Fukoku Mutual Life Insurance
Japan
$165K 4,000 – –
MI
771
Mercer Investments
Massachusetts
$159K 3,859 +3,859 New
OSNBOA
772
Old Second National Bank of Aurora
Illinois
$157K 3,823 +14 +0.4%
MCM
773
Manchester Capital Management
Vermont
$154K 3,746 -324 -8%
EFSCE
774
Enterprise Financial Services Corp (EFSC)
Missouri
$151K 3,661 +338 +10%
FBT
775
Founders Bank & Trust
Michigan
$146K 3,545 +2,588 +270%
29 30
31
32 33