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 %
KBC Group
151
KBC Group
Belgium
$11M 266,496 -334,546 -56%
SC
152
Sculptor Capital
New York
$10.9M 264,404 +184,950 +233%
WG
153
Welch Group
Alabama
$10.6M 258,094 +18,128 +8%
FAF
154
Fjarde Ap-fonden
Sweden
$10.5M 254,901 -19,168 -7%
BMCMI
155
Bryn Mawr Capital Management Inc
Pennsylvania
$10.2M 247,958 +50,973 +26%
NEAM
156
New England Asset Management
Connecticut
$10.1M 244,050 +15,700 +7%
Massachusetts Financial Services
157
Massachusetts Financial Services
Massachusetts
$9.96M 241,847 -44,300 -15%
WT
158
Wilmington Trust
Delaware
$9.76M 237,103 -4,537 -2%
RCM
159
Riverhead Capital Management
Delaware
$9.69M 235,300 +82,600 +54%
Credit Agricole
160
Credit Agricole
France
$9.69M 235,266 +235,266 New
KACA
161
Kayne Anderson Capital Advisors
California
$9.62M 233,700 +17,500 +8%
AAMU
162
Amundi Asset Management US
Massachusetts
$9.62M 233,644 +222,463 +1,990%
EIM
163
ExxonMobil Investment Management
Texas
$9.57M 232,336 -9,524 -4%
RT
164
Rockland Trust
Massachusetts
$9.38M 227,678 +14,960 +7%
NCM
165
Nebula Capital Management
Connecticut
$9.34M 226,826 -87,796 -28%
GE
166
General Electric
Ohio
$9.32M 226,226 -6,877 -3%
WIC
167
Willis Investment Counsel
Georgia
$9.18M 208,100 – –
Aviva
168
Aviva
United Kingdom
$9.08M 220,593 +68,837 +45%
WTNA
169
Wilmington Trust National Association
Delaware
$9.06M 219,898 +10,000 +5%
Mitsubishi UFJ Asset Management
170
Mitsubishi UFJ Asset Management
Japan
$9.05M 219,714 +11,414 +5%
Renaissance Technologies
171
Renaissance Technologies
New York
$8.95M 217,300 +107,200 +97%
CIBC Asset Management
172
CIBC Asset Management
Ontario, Canada
$8.79M 213,422 +4,292 +2%
OTPPB
173
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.69M 210,970 -79 -0%
BSA
174
Braun Stacey Associates
New York
$8.54M 207,446 -6,995 -3%
Royal London Asset Management
175
Royal London Asset Management
United Kingdom
$8.54M 203,273 +2,489 +1%
5 6
7
8 9