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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 %
BAM
751
Burnham Asset Management
New York
$240K – – –
YIA
752
YHB Investment Advisors
Connecticut
$239K – – –
KCPG
753
Kavar Capital Partners Group
Kansas
$238K +$238K +5,801 New
1SB
754
1ST Source Bank
Indiana
$237K +$20.6K +500 +10%
CCG
755
Chatham Capital Group
Georgia
$234K – – –
CCT
756
Capital City Trust
Florida
$234K +$32.4K +790 +16%
CWM
757
Concert Wealth Management
California
$231K -$22.4K -545 -9%
LI
758
LMCG Investments
Massachusetts
$230K -$4.11K -100 -2%
CCM
759
Compton Capital Management
Rhode Island
$229K +$8.51K +207 +4%
MBT
760
Monroe Bank & Trust
Michigan
$226K -$153K -3,716 -40%
GA
761
Geneva Advisors
Illinois
$226K -$38.9K -945 -15%
IFB
762
iAB Financial Bank
Indiana
$226K +$4.11K +100 +2%
IHL
763
Investment House LLC
California
$225K -$70.7K -1,722 -24%
PP
764
Prudential plc
United Kingdom
$223K – – –
SAM
765
Silvercrest Asset Management
New York
$222K – – –
HC
766
Hourglass Capital
Texas
$221K – – –
MAM
767
Mastrapasqua Asset Management
Tennessee
$220K – – –
OWP
768
Obermeyer Wealth Partners
Colorado
$219K – – –
STI
769
Susquehanna Trust & Investment
Pennsylvania
$218K -$5.11M -124,080 -96%
VAM
770
Visium Asset Management
New York
$218K -$369K -8,991 -63%
WT
771
Whittier Trust
California
$215K -$26.7K -650 -11%
AT
772
Arvest Trust
Oklahoma
$212K +$8.21K +200 +4%
HPBT
773
High Point Bank & Trust
North Carolina
$211K +$12.6K +306 +6%
AWA
774
ARS Wealth Advisors
Florida
$211K +$211K +5,122 New
BB
775
Busey Bank
Illinois
$210K +$210K +5,099 New
29 30
31
32 33