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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 %
EAM
876
Eclectica Asset Management
United Kingdom
– – -14,300 Closed
FSA
877
Financial Sense Advisors
California
– – -12,938 Closed
PAI
878
Pittenger & Anderson Inc
Nebraska
– – -11,095 Closed
QIM
879
Quantitative Investment Management
Virginia
– – -10,900 Closed
MWVC
880
Morgens Waterfall Vintiadis & Co
New York
– – -10,000 Closed
CHJWM
881
Carlton Hofferkamp & Jenks Wealth Management
Texas
– – -8,299 Closed
HF
882
Hoxton Financial
West Virginia
– – -7,212 Closed
PRA
883
Parametric Risk Advisors
Connecticut
– – -6,517 Closed
RIL
884
Rothschild Investment LLC
Illinois
– – -6,018 Closed
GF
885
Gerstein Fisher
New York
– – -5,903 Closed
BC
886
Brookfield Corp
Ontario, Canada
– – -5,455 Closed
WDA
887
Wendell David Associates
New Hampshire
– – -5,400 Closed
WJA
888
Williams Jones & Associates
New York
– – -5,325 Closed
NCM
889
Novare Capital Management
North Carolina
– – -5,185 Closed
CBB
890
Citizens Business Bank
California
– – -5,167 Closed
CWM
891
Cabot Wealth Management
Massachusetts
– – -5,136 Closed
VNA
892
VNBTrust National Association
Virginia
– – -4,935 Closed
PFC
893
Phocas Financial Corp
California
– – -4,810 Closed
WI
894
Wedgewood Investors
Pennsylvania
– – -4,765 Closed
IIC
895
Ironwood Investment Counsel
Arizona
– – -4,600 Closed
NI
896
Numeric Investors
Massachusetts
– – -4,600 Closed
TSWM
897
Triangle Securities Wealth Management
North Carolina
– – -4,522 Closed
CW
898
Cobiz Wealth
Colorado
– – -1,672 Closed
SMA
899
Simply Money Advisors
Ohio
– – -1,482 Closed
ECAM
900
East Coast Asset Management
Massachusetts
– – -1,321 Closed
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