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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 %
AIMCA
126
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.7M 356,700 +27,000 +8%
SOMRS
127
State of Michigan Retirement System
Michigan
$14.6M 355,490 +2,000 +0.6%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$14.3M 347,500 +347,500 New
N
129
Natixis
France
$14.2M 345,838 +345,838 New
Nomura Asset Management
130
Nomura Asset Management
Japan
$13.9M 338,040 -55,088 -14%
EVM
131
Eaton Vance Management
Massachusetts
$13.9M 337,707 -472,583 -58%
ACI
132
AMP Capital Investors
Australia
$13.6M 330,564 -31,880 -9%
NFA
133
Nationwide Fund Advisors
Ohio
$13.2M 320,564 -8,903 -3%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$13M 316,600 +73,000 +30%
Schroder Investment Management Group
135
Schroder Investment Management Group
United Kingdom
$12.8M 311,257 -96,820 -24%
AIA
136
Avalon Investment & Advisory
Texas
$12.8M 309,720 -2,335 -0.7%
US Bancorp
137
US Bancorp
Minnesota
$12.7M 308,013 +10,867 +4%
B
138
BP
United Kingdom
$12.3M 300,000 – –
TSU
139
TD Securities (USA)
New York
$12.3M 299,212 +2,433 +0.8%
Public Sector Pension Investment Board (PSP Investments)
140
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12M 291,269 -8,200 -3%
SM
141
Seminole Management
New York
$12M 290,894 – –
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$12M 290,353 -37,747 -12%
KeyBank National Association
143
KeyBank National Association
Ohio
$11.9M 288,664 -23,720 -8%
AAM
144
Aberdeen Asset Management
United Kingdom
$11.8M 287,697 +72,032 +33%
HFS
145
HL Financial Services
Kentucky
$11.8M 285,851 +888 +0.3%
Nomura Holdings
146
Nomura Holdings
Japan
$11.4M 276,709 +155,901 +129%
CCC
147
Chelsea Counsel Company
California
$11.3M 274,598 +22,084 +9%
CDH
148
Charles D. Hyman
$11.3M 274,138 -4,835 -2%
Nuveen Asset Management
149
Nuveen Asset Management
Illinois
$11.1M 269,882 -485,217 -64%
HIMCH
150
Hartford Investment Management Co (HIMCO)
Connecticut
$11M 267,487 -3,568 -1%
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