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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 %
NIM
851
NuWave Investment Management
New Jersey
$5K 117 +117 New
CL
852
CFS LLC
Oklahoma
$5K 125 +125 New
CFSG
853
Community Financial Services Group
Vermont
$4K 92 – –
JAM
854
Jolley Asset Management
North Carolina
$4K 100 – –
AFIA
855
America First Investment Advisors
Nebraska
$4K 100 +100 New
EFS
856
Essex Financial Services
Connecticut
$2.22K 53,877 -9,114 -14%
HCC
857
Hirtle Callaghan & Co
Pennsylvania
$2K 50 +50 New
UB
858
UMB Bank
Missouri
$1.37K 33,337 -1,764 -5%
CCT
859
Capital City Trust
Florida
$202 4,908 +2,306 +89%
EA
860
Euclid Advisors
Connecticut
– – -1,283,550 Closed
Cohen & Steers
861
Cohen & Steers
New York
– – -1,134,514 Closed
T
862
TOBAM
France
– – -329,519 Closed
AC
863
Allstate Corporation
Illinois
– – -326,380 Closed
SCM
864
Symons Capital Management
Pennsylvania
– – -296,709 Closed
Capital Fund Management (CFM)
865
Capital Fund Management (CFM)
France
– – -191,327 Closed
NMERB
866
New Mexico Educational Retirement Board
New Mexico
– – -138,137 Closed
FLII
867
First Long Island Investors
New York
– – -119,222 Closed
HT
868
HAP Trading
New York
– – -71,150 Closed
Arrowstreet Capital
869
Arrowstreet Capital
Massachusetts
– – -48,309 Closed
SCM
870
Stux Capital Management
New York
– – -39,500 Closed
CM
871
Churchill Management
California
– – -31,390 Closed
YMRC
872
Yorktown Management & Research Company
Virginia
– – -26,000 Closed
CCM
873
Carderock Capital Management
Maryland
– – -19,671 Closed
CC
874
Cipher Capital
New York
– – -16,872 Closed
CIM
875
CIM Investment Management
Pennsylvania
– – -16,003 Closed
33 34
35
36 37