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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 %
HCM
876
Highlander Capital Management
New Jersey
$9.08K – – –
JIR
877
James Investment Research
Ohio
$8K +$8K +199 New
CAL
878
Capital Advisors Ltd
Ohio
$8K +$8K +200 New
CFG
879
CKW Financial Group
Hawaii
$8K +$8K +200 New
TRCT
880
Tower Research Capital (TRC)
New York
$8K +$8K +200 New
LWM
881
LBA Wealth Management
Florida
$6K +$6K +141 New
CL
882
CFS LLC
Oklahoma
$5K – – –
SA
883
SRH Advisors
Kansas
$5K +$5K +118 New
AFIA
884
America First Investment Advisors
Nebraska
$4K – – –
JAM
885
Jolley Asset Management
North Carolina
$4K – – –
MCM
886
McKinley Capital Management
Alaska
$2K +$2K +55 New
UB
887
UMB Bank
Missouri
$1.2K -$173 -4,216 -13%
MIM
888
Marco Investment Management
Georgia
$703 -$10 -250 -1%
WTB
889
Washington Trust Bank
Washington
$313 -$2.43M -58,965 Closed
SCM
890
Stevens Capital Management
Pennsylvania
– -$22.1M -537,427 Closed
VFAM
891
Valley Forge Asset Management
Pennsylvania
– -$18.6M -451,782 Closed
N
892
Natixis
France
– -$14.2M -345,838 Closed
AIA
893
Avalon Investment & Advisory
Texas
– -$12.8M -309,720 Closed
BMCMI
894
Bryn Mawr Capital Management Inc
Pennsylvania
– -$10.2M -247,958 Closed
Massachusetts Financial Services
895
Massachusetts Financial Services
Massachusetts
– -$9.96M -241,847 Closed
GE
896
General Electric
Ohio
– -$9.32M -226,226 Closed
Renaissance Technologies
897
Renaissance Technologies
New York
– -$8.95M -217,300 Closed
MIM
898
Merit Investment Management
Delaware
– -$4.01M -97,742 Closed
BCM
899
BBT Capital Management
Texas
– -$3.81M -92,500 Closed
Millennium Management
900
Millennium Management
New York
– -$3.45M -83,730 Closed
34 35
36
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