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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 %
ST
801
Stifel Trust
Missouri
$141K -$1.77K -43 -1%
ITIM
802
Indiana Trust & Investment Management
Indiana
$136K – – –
TFO
803
Tarbox Family Office
California
$135K +$135K +3,277 New
TAM
804
Tocqueville Asset Management
New York
$132K -$3.65M -88,482 -97%
AW
805
Alpha Windward
Massachusetts
$132K +$737 +18 +0.6%
ARMC
806
American Research & Management Company
Massachusetts
$124K +$4.12K +100 +3%
LFR
807
Lehman Financial Resources
Pennsylvania
$123K – – –
JIC
808
Joel Isaacson & Co
New York
$122K – – –
TF
809
Tompkins Financial
New York
$118K -$8.42K -205 -7%
WA
810
Winfield Associates
Ohio
$111K +$111K +2,700 New
BC
811
Bartlett & Co
Ohio
$110K -$1.03K -25 -0.9%
WCM
812
Windsor Capital Management
Arizona
$109K +$10K +245 +10%
ECM
813
ETrade Capital Management
Virginia
$108K -$19.6K -477 -15%
CCS
814
Crosspoint Capital Strategies
California
$108K +$108K +2,563 New
MAS
815
Madden Advisory Services
Florida
$107K -$6.17K -150 -5%
FIG
816
Fusion Investment Group
Pennsylvania
$105K +$105K +2,553 New
MA
817
MCF Advisors
Kentucky
$101K -$1.41K -32 -1%
H
818
Hexavest
Quebec, Canada
$101K – – –
IMS
819
Index Management Solutions
Pennsylvania
$99K +$6.32K +153 +7%
QCMC
820
Quantum Capital Management (California)
California
$95K – – –
SSG
821
Summit Securities Group
New York
$86K +$4.1K +100 +5%
CWM
822
Cranbrook Wealth Management
Michigan
$86K +$86K +2,082 New
PMFA
823
Plante Moran Financial Advisors
Michigan
$85K -$39.9K -972 -32%
WTC
824
WhitTier Trust Company
Nevada
$80K – – –
DBT
825
Dubuque Bank & Trust
Iowa
$78K -$90K -2,193 -54%
31 32
33
34 35