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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.

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
1
Franklin Resources
California
$1.32B
2
Capital World Investors
2
Capital World Investors
California
$219M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$332M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$141M
5
Goldman Sachs
5
Goldman Sachs
New York
$217M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$0
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$22.2M
3
Barclays
3
Barclays
United Kingdom
$49.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$56.3M
5
Deutsche Bank
5
Deutsche Bank
Germany
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
WHRC
76
W.H. Reaves & Co
New Jersey
$36.5M 887,848 -360,335 -29%
Dimensional Fund Advisors
77
Dimensional Fund Advisors
Texas
$36.1M 877,722 +1,059 +0.1%
WHG
78
Westwood Holdings Group
Texas
$35.8M 871,630 +147,280 +20%
Lord, Abbett & Co
79
Lord, Abbett & Co
New Jersey
$33.3M 809,084 -35,418 -4%
SF
80
Synovus Financial
Georgia
$32.5M 794,917 +45,305 +6%
MAA
81
Managed Account Advisors
New Jersey
$32.1M 779,665 -823,242 -51%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$31M 754,006 -43,277 -5%
Ameriprise
83
Ameriprise
Minnesota
$30.7M 748,299 +227,730 +44%
First Trust Advisors
84
First Trust Advisors
Illinois
$30.4M 738,919 -1,036,674 -58%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$30.3M 736,759 -9,715 -1%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.2M 710,466 – –
SONJCPFA
87
State of New Jersey Common Pension Fund A
New Jersey
$28.4M 691,000 – –
TA
88
Teachers Advisors
New York
$28.2M 685,098 +3,606 +0.5%
CA
89
Commerzbank Aktiengesellschaft
Germany
$27.4M 664,568 -94,381 -12%
CIM
90
Confluence Investment Management
Missouri
$26.3M 639,898 +81,657 +15%
SAM
91
Shell Asset Management
Netherlands
$25.9M 630,422 +131,617 +26%
PI
92
PGGM Investments
Netherlands
$25.5M 621,280 -162,531 -21%
GF
93
Gabelli Funds
New York
$25.4M 618,000 – –
RFC
94
Regions Financial Corp
Alabama
$25.2M 613,281 -36,525 -6%
SB
95
Suntrust Banks
Georgia
$24.7M 601,942 -85,142 -12%
Robeco Institutional Asset Management
96
Robeco Institutional Asset Management
Netherlands
$23.7M 576,138 +1,112 +0.2%
LBG
97
Lloyds Banking Group
United Kingdom
$23.2M 564,237 +364,418 +182%
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$22.4M 546,027 -6,405 -1%
PAMU
99
Pictet Asset Management (UK)
United Kingdom
$22.2M 539,293 -4,046,966 -88%
ASRS
100
Arizona State Retirement System
Arizona
$22.1M 537,760 -15,800 -3%
2 3
4
5 6