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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 %
IRF
126
IBM Retirement Fund
New York
$14.3M -$511K -12,432 -3%
BNP Paribas Asset Management
127
BNP Paribas Asset Management
France
$14.2M -$8.3M -201,929 -37%
NFA
128
Nationwide Fund Advisors
Ohio
$13.5M +$355K +8,626 +3%
PI
129
Putnam Investments
Massachusetts
$13.5M +$11.9M +289,324 +740%
Public Sector Pension Investment Board (PSP Investments)
130
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.5M +$1.5M +36,600 +13%
LPL Financial
131
LPL Financial
California
$13.3M -$1.98M -48,218 -13%
CCMH
132
Cornerstone Capital Management Holdings
New York
$13M -$5.54M -134,845 -30%
TU
133
TDAM USA
Ontario, Canada
$13M -$5.64M -137,241 -30%
US Bancorp
134
US Bancorp
Minnesota
$12.9M +$281K +6,826 +2%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$12.9M -$1.35M -32,800 -9%
TSU
136
TD Securities (USA)
New York
$12.8M +$488K +11,877 +4%
KACA
137
Kayne Anderson Capital Advisors
California
$12.8M +$3.18M +77,300 +33%
SC
138
Sculptor Capital
New York
$12.5M +$1.62M +39,471 +15%
CBOA
139
Commonwealth Bank of Australia
Australia
$12.5M +$4.1M +99,796 +49%
Nomura Asset Management
140
Nomura Asset Management
Japan
$12.4M -$1.46M -35,410 -10%
Korea Investment Corp
141
Korea Investment Corp
South Korea
$12.2M -$822K -20,000 -6%
HFS
142
HL Financial Services
Kentucky
$12M +$247K +6,016 +2%
SM
143
Seminole Management
New York
$12M – – –
RCM
144
Riverhead Capital Management
Delaware
$11.9M +$2.2M +53,526 +23%
KeyBank National Association
145
KeyBank National Association
Ohio
$11.6M -$240K -5,839 -2%
CDH
146
Charles D. Hyman
$11.2M -$91K -2,214 -0.8%
WG
147
Welch Group
Alabama
$10.8M +$208K +5,051 +2%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$10.7M -$1.21M -29,400 -10%
HIMCH
149
Hartford Investment Management Co (HIMCO)
Connecticut
$10.5M -$521K -12,676 -5%
Credit Agricole
150
Credit Agricole
France
$10.4M +$765K +18,600 +8%
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