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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 %
MIC
826
MU Investments Company
Japan
$33K 800 – –
FAM
827
Formidable Asset Management
Ohio
$33K 800 +800 New
Jones Financial Companies
828
Jones Financial Companies
Missouri
$32K 775 +54 +7%
TF
829
Trutina Financial
Washington
$31K 742 +742 New
AC
830
Alexandria Capital
Virginia
$30K 721 – –
SFSIG
831
San Francisco Sentry Investment Group
California
$29K 700 – –
MWP
832
MYCIO Wealth Partners
Pennsylvania
$27K 661 – –
HR
833
Howe & Rusling
New York
$26K 627 -7,615 -92%
EP
834
Edinburgh Partners
United Kingdom
$26K 631 – –
BWFA
835
Baltimore-Washington Financial Advisors
Maryland
$21K 500 – –
AA
836
Apriem Advisors
California
$21K 500 – –
EWM
837
Elite Wealth Management
Washington
$21K 500 +500 New
GI
838
Gradient Investments
Minnesota
$19K 452 -48 -10%
WP
839
Westend Partners
California
$19K 450 +450 New
PFO
840
Pathstone Family Office
New Jersey
$16K 400 – –
WA
841
WealthTrust-Arizona
Arizona
$15K 355 – –
AFC
842
AFT Forsyth & Company
Florida
$14K 350 – –
AA
843
AlphaMark Advisors
Kentucky
$12K 295 – –
WCM
844
Wealthcare Capital Management
Virginia
$12K 300 – –
CCM
845
Chilton Capital Management
Texas
$11.4K 277 -45 -14%
Group One Trading
846
Group One Trading
Illinois
$11K 275 +275 New
HCM
847
Highlander Capital Management
New Jersey
$9.09K 220 – –
TCM
848
Tributary Capital Management
Nebraska
$8K 200 -63,800 -100%
FBC
849
Fairfield, Bush & Co
Connecticut
$8K 200 +50 +33%
SFPIA
850
Stevens First Principles Investment Advisors
California
$6K 134 +134 New
32 33
34
35 36