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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 %
ECM
776
Estabrook Capital Management
New York
$144K 3,500 – –
ST
777
Stifel Trust
Missouri
$143K 3,460 -700 -17%
M
778
MOTCO
Texas
$143K 3,482 -160 -4%
JEW
779
Jamison Eaton & Wood
New Jersey
$142K 3,450 +3,450 New
Envestnet Asset Management
780
Envestnet Asset Management
Illinois
$139K 3,382 +2,282 +207%
ITIM
781
Indiana Trust & Investment Management
Indiana
$136K 3,307 +3,307 New
PSI
782
Pinnacle Summer Investments
Virginia
$134K 3,276 – –
AW
783
Alpha Windward
Massachusetts
$132K 3,205 +74 +2%
WAM
784
Wolverine Asset Management
Illinois
$131K 3,200 -4,900 -60%
ECM
785
ETrade Capital Management
Virginia
$128K 3,112 +1,169 +60%
TF
786
Tompkins Financial
New York
$127K 3,079 -1,705 -36%
PMFA
787
Plante Moran Financial Advisors
Michigan
$125K 3,041 -690 -18%
PAS
788
Partnervest Advisory Services
California
$125K 3,031 +303 +11%
LFR
789
Lehman Financial Resources
Pennsylvania
$123K 2,985 +600 +25%
JIC
790
Joel Isaacson & Co
New York
$122K 2,973 – –
ARMC
791
American Research & Management Company
Massachusetts
$120K 2,911 – –
SC
792
StellarOne Corp
Virginia
$113K 2,747 – –
MAS
793
Madden Advisory Services
Florida
$113K 2,753 +550 +25%
NYLT
794
New York Life Trust
New York
$111K 2,704 -29 -1%
BC
795
Bartlett & Co
Ohio
$111K 2,691 – –
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K 2,670 -201 -7%
AWMS
797
Advocacy Wealth Management Services
Georgia
$106K 2,563 +2,260 +746%
MA
798
MCF Advisors
Kentucky
$102K 2,328 +86 +4%
H
799
Hexavest
Quebec, Canada
$101K 2,462 – –
WCM
800
Windsor Capital Management
Arizona
$100K 2,417 -30 -1%
30 31
32
33 34