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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 %
Retirement Systems of Alabama
101
Retirement Systems of Alabama
Alabama
$21.4M 520,111 +6,541 +1%
Ameriprise
102
Ameriprise
Minnesota
$21.4M 520,569 -108,045 -17%
SAM
103
Shell Asset Management
Netherlands
$20.5M 498,805 -13,037 -3%
AQR Capital Management
104
AQR Capital Management
Connecticut
$19.3M 469,015 +69,689 +17%
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$19M 461,317 -28,838 -6%
SG Americas Securities
106
SG Americas Securities
New York
$18.9M 458,278 -794,685 -63%
TU
107
TDAM USA
Ontario, Canada
$18.7M 453,589 -954 -0.2%
CCMH
108
Cornerstone Capital Management Holdings
New York
$18.6M 452,177 -2,131 -0.5%
VFAM
109
Valley Forge Asset Management
Pennsylvania
$18.6M 451,782 +451,782 New
TPSF
110
Texas Permanent School Fund
Texas
$17.9M 434,792 -11,823 -3%
TG
111
TCW Group
California
$17.8M 431,790 +4,750 +1%
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$17.7M 430,216 -47,179 -10%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$17.3M 421,224 -20,201 -5%
Comerica Bank
114
Comerica Bank
Texas
$17.2M 416,784 -5,932 -1%
WCM
115
Winton Capital Management
United Kingdom
$16.6M 402,360 -108,026 -21%
VDI
116
Vaughan David Investments
Illinois
$16.3M 396,132 +8,349 +2%
VRS
117
Virginia Retirement Systems
Virginia
$16.2M 394,221 -209,799 -35%
American Century Companies
118
American Century Companies
Missouri
$15.7M 381,586 +298,291 +358%
AIG
119
American International Group
New York
$15.7M 381,031 +20,162 +6%
Axa
120
Axa
France
$15.5M 376,372 +75,490 +25%
LPL Financial
121
LPL Financial
California
$15.3M 370,574 +6,373 +2%
T
122
Thomaspartners
Massachusetts
$15.3M 370,487 -29,533 -7%
BSPF
123
British Steel Pension Fund
United Kingdom
$15.2M 369,260 -3,335 -0.9%
IRF
124
IBM Retirement Fund
New York
$14.8M 359,798 -53,129 -13%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$14.7M 356,816 +21,675 +6%
3 4
5
6 7