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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
$1.32B
2
Capital World Investors
Capital World Investors
California
$219M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$332M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$141M
5
Goldman Sachs
Goldman Sachs
New York
$217M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$0
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$22.2M
3
Barclays
Barclays
United Kingdom
$49.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.3M
5
Deutsche Bank
Deutsche Bank
Germany
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTI
926
Fiduciary Trust International
Massachusetts
– -$245K -5,943 Closed
PFS
927
Prospera Financial Services
Texas
– -$241K -5,843 Closed
VF
928
Virtu Financial
New York
– -$233K -5,646 Closed
DAC
929
Dividend Assets Capital
South Carolina
– -$210K -5,109 Closed
SAM
930
Smithbridge Asset Management
Pennsylvania
– -$210K -5,100 Closed
FHB
931
First Hawaiian Bank
Hawaii
– -$205K -4,979 Closed
ST
932
Sentinel Trust
Texas
– -$202K -4,902 Closed
LCM
933
Laurion Capital Management
New York
– -$202K -4,900 Closed
GT
934
Greenleaf Trust
Michigan
– -$200K -4,863 Closed
ST
935
Spot Trading
Illinois
– -$183K -4,434 Closed
MI
936
Mercer Investments
Massachusetts
– -$159K -3,859 Closed
JEW
937
Jamison Eaton & Wood
New Jersey
– -$142K -3,450 Closed
Jones Financial Companies
938
Jones Financial Companies
Missouri
– -$32K -775 Closed
TF
939
Trutina Financial
Washington
– -$31K -742 Closed
EP
940
Edinburgh Partners
United Kingdom
– -$26K -631 Closed
WA
941
WealthTrust-Arizona
Arizona
– -$15K -355 Closed
Group One Trading
942
Group One Trading
Illinois
– -$11K -275 Closed
FBC
943
Fairfield, Bush & Co
Connecticut
– -$8K -200 Closed
TCM
944
Tributary Capital Management
Nebraska
– -$8K -200 Closed
SFPIA
945
Stevens First Principles Investment Advisors
California
– -$6K -134 Closed
CFSG
946
Community Financial Services Group
Vermont
– -$4K -92 Closed
SAC
947
Smith Affiliated Capital
New York
– -$318M – –
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