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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 %
SM
776
Stratton Management
Pennsylvania
$210K +$210K +5,100 New
YP
777
Yellowstone Partners
Idaho
$210K +$210K +5,100 New
ACA
778
Anchor Capital Advisors
Massachusetts
$206K -$55.6K -1,350 -21%
SCM
779
Sterneck Capital Management
Missouri
$206K – – –
MIC
780
Meridian Investment Counsel
California
$204K +$204K +4,952 New
LIM
781
Lathrop Investment Management
Arkansas
$204K +$204K +4,966 New
GLI
782
Guardian Life Insurance
New York
$203K -$229K -5,569 -53%
LBC
783
Lowe Brockenbrough & Co
Virginia
$203K – – –
ALA
784
Atherton Lane Advisers
California
$203K +$203K +4,950 New
RNS
785
Robert N. Shapiro
$202K – – –
TCM
786
Twin Capital Management
Pennsylvania
$200K -$218K -5,300 -52%
NYLIM
787
New York Life Investment Management
New York
$197K – – –
PL
788
Parkwood LLC
Ohio
$187K +$187K +4,548 New
PSI
789
Pinnacle Summer Investments
Virginia
$174K +$39.9K +974 +30%
AssetMark Inc
790
AssetMark Inc
California
$165K -$14.6K -356 -8%
FMLI
791
Fukoku Mutual Life Insurance
Japan
$164K – – –
FMP
792
Financial Management Professionals
Texas
$164K – – –
NES
793
New England Securities
New York
$163K -$14.1K -342 -8%
SAMC
794
Shinko Asset Management Company
Japan
$157K -$11.4K -278 -7%
OSNBOA
795
Old Second National Bank of Aurora
Illinois
$156K -$573 -14 -0.4%
M
796
MOTCO
Texas
$155K +$12.3K +300 +9%
MCM
797
Manchester Capital Management
Vermont
$154K -$288 -7 -0.2%
KPCM
798
Kings Point Capital Management
New York
$147K -$44.1K -1,075 -23%
JFGIW
799
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$144K +$34.1K +830 +31%
ECM
800
Estabrook Capital Management
New York
$144K – – –
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