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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
901
Highbridge Capital Management
New York
– -$3.43M -83,312 Closed
FCBT
902
First Citizens Bank & Trust
North Carolina
– -$3.4M -82,480 Closed
BA
903
Bridgewater Associates
Connecticut
– -$3.1M -75,300 Closed
PP
904
PDT Partners
New York
– -$3M -72,841 Closed
Mackenzie Financial
905
Mackenzie Financial
Ontario, Canada
– -$2.66M -64,700 Closed
JIM
906
Jupiter Investment Management
United Kingdom
– -$1.63M -39,549 Closed
Teacher Retirement System of Texas
907
Teacher Retirement System of Texas
Texas
– -$1.31M -31,711 Closed
OCG
908
Opus Capital Group
Ohio
– -$1.28M -30,980 Closed
ODCM
909
Old Dominion Capital Management
Virginia
– -$1.12M -27,246 Closed
GCT
910
Galaxy Capital Trading
British Virgin Islands
– -$1.07M -26,000 Closed
AFG
911
Albion Financial Group
Utah
– -$845K -20,531 Closed
HC
912
Hendley & Co
Ohio
– -$807K -19,608 Closed
CWP
913
Capital Wealth Planning
Florida
– -$687K -16,685 Closed
GMIM
914
General Motors Investment Management
New York
– -$655K -15,909 Closed
11A
915
10-15 Associates
New York
– -$647K -15,716 Closed
BWP
916
Baldwin Wealth Partners
Massachusetts
– -$645K -15,670 Closed
GCP
917
GSA Capital Partners
United Kingdom
– -$599K -14,548 Closed
CG
918
Clinton Group
New York
– -$542K -13,158 Closed
BCM
919
Bridgeway Capital Management
Texas
– -$527K -12,800 Closed
PG
920
PEAK6 Group
Illinois
– -$249K -12,084 Closed
MSU
921
Maple Securities USA
New Jersey
– -$487K -11,822 Closed
CCM
922
Cai Capital Management
New York
– -$477K -11,587 Closed
LIA
923
LBMC Investment Advisors
Tennessee
– -$452K -10,987 Closed
DTL
924
Dynamic Technology Lab
Singapore
– -$413K -10,035 Closed
BC
925
Barnett & Company
Tennessee
– -$377K -9,147 Closed
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