SO icon

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 %
Chevy Chase Trust
76
Chevy Chase Trust
Maryland
$32.8M 797,283 +12,470 +2%
PI
77
PGGM Investments
Netherlands
$32.3M 783,811 +13,391 +2%
Citigroup
78
Citigroup
New York
$31.9M 773,554 -201,426 -21%
Canada Life
79
Canada Life
Manitoba, Canada
$31.4M 763,839 +749,727 +5,313%
CA
80
Commerzbank Aktiengesellschaft
Germany
$31.3M 758,949 -7,352 -1%
SF
81
Synovus Financial
Georgia
$30.8M 749,612 +13,892 +2%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$30.7M 746,474 +94,410 +14%
WHG
83
Westwood Holdings Group
Texas
$29.8M 724,350 -206,300 -22%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.3M 710,466 -23,136 -3%
SONJCPFA
85
State of New Jersey Common Pension Fund A
New Jersey
$28.5M 691,000 -50,000 -7%
SB
86
Suntrust Banks
Georgia
$28.3M 687,084 -46,228 -6%
USAA
87
United Services Automobile Association
Texas
$28.1M 683,462 -22,749 -3%
TA
88
Teachers Advisors
New York
$28.1M 681,492 +5,438 +0.8%
ARC
89
Absolute Return Capital
Massachusetts
$27.6M 670,175 +12,614 +2%
RFC
90
Russell Frank Company
Washington
$27.2M 660,614 -325,554 -33%
RFC
91
Regions Financial Corp
Alabama
$26.8M 649,806 -431,081 -40%
MAM
92
Magellan Asset Management
Australia
$26.3M 639,502 -37,299 -6%
GF
93
Gabelli Funds
New York
$25.4M 618,000 – –
SNC
94
Stifel Nicolaus & Co
Missouri
$24.4M 593,220 +115,347 +24%
Robeco Institutional Asset Management
95
Robeco Institutional Asset Management
Netherlands
$23.7M 575,026 +18,902 +3%
CIM
96
Confluence Investment Management
Missouri
$23M 558,241 +61,753 +12%
ASRS
97
Arizona State Retirement System
Arizona
$22.8M 553,560 -300 -0.1%
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$22.7M 552,432 -734 -0.1%
BNP Paribas Asset Management
99
BNP Paribas Asset Management
France
$22.5M 547,541 +32,160 +6%
SCM
100
Stevens Capital Management
Pennsylvania
$22.1M 537,427 +334,953 +165%
2 3
4
5 6