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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 %
EFSCE
826
Enterprise Financial Services Corp (EFSC)
Missouri
$77K -$73.1K -1,783 -49%
GI
827
Gradient Investments
Minnesota
$74K +$55.3K +1,339 +296%
LFG
828
LifePlan Financial Group
Ohio
$72K – – –
TCM
829
TD Capital Management
Tennessee
$72K +$905 +22 +1%
HRIA
830
Haberer Registered Investment Advisor
Ohio
$70K +$454 +11 +0.7%
VIA
831
Vantage Investment Advisors
Pennsylvania
$69K +$69K +1,679 New
MAM
832
Mizuho Asset Management
Japan
$67K – – –
SHWM
833
Smith & Howard Wealth Management
Georgia
$65K +$14.3K +351 +28%
LNB
834
Ledyard National Bank
$64K +$3.14K +76 +5%
JFA
835
JNBA Financial Advisors
Minnesota
$62K – – –
LWCFA
836
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K – – –
Envestnet Asset Management
837
Envestnet Asset Management
Illinois
$60K -$79.6K -1,928 -57%
MFBTD
838
MB Financial Bank - Trust Department
Illinois
$60K – – –
PCTC
839
Perkins Coie Trust Company
Washington
$58K +$58K +1,420 New
BOK
840
Bank of Kentucky
Kentucky
$55K -$12.4K -300 -18%
TFA
841
Transamerica Financial Advisors
Florida
$54K -$41.7K -997 -44%
FNBSF
842
First National Bank Sioux Falls
South Dakota
$54K – – –
Manulife (Manufacturers Life Insurance)
843
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.8K -$3.63K -88,338 -6%
NYLT
844
New York Life Trust
New York
$49K -$62.6K -1,517 -56%
TWA
845
TCI Wealth Advisors
Arizona
$47K – – –
KTC
846
Kistler-Tiffany Companies
Pennsylvania
$45K – – –
FWM
847
Focused Wealth Management
New York
$44K -$5.56K -134 -11%
ST
848
SpiderRock Trading
Illinois
$41K – – –
PAS
849
Partnervest Advisory Services
California
$38K -$86.4K -2,105 -69%
AC
850
Alexandria Capital
Virginia
$38K +$8.25K +200 +28%
32 33
34
35 36