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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 %
VRS
151
Virginia Retirement Systems
Virginia
$10.4M -$5.78M -140,517 -36%
NEAM
152
New England Asset Management
Connecticut
$9.98M -$53.4K -1,300 -0.5%
RT
153
Rockland Trust
Massachusetts
$9.93M +$568K +13,816 +6%
FAF
154
Fjarde Ap-fonden
Sweden
$9.91M -$566K -13,760 -5%
GIBU
155
Gulf International Bank (UK)
United Kingdom
$9.86M +$9.86M +239,935 New
EVM
156
Eaton Vance Management
Massachusetts
$9.81M -$4.07M -98,985 -29%
EIM
157
ExxonMobil Investment Management
Texas
$9.44M -$116K -2,810 -1%
Citigroup
158
Citigroup
New York
$9.28M -$22.5M -547,810 -71%
ORIO
159
Old Republic International (ORI)
Illinois
$9.2M +$9.2M +223,700 New
WTNA
160
Wilmington Trust National Association
Delaware
$9.19M +$150K +3,638 +2%
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
$8.99M +$3.95M +96,127 +78%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$8.87M +$452K +10,931 +5%
WT
163
Wilmington Trust
Delaware
$8.8M -$946K -23,021 -10%
KBC Group
164
KBC Group
Belgium
$8.69M -$2.27M -55,240 -21%
CIBC Asset Management
165
CIBC Asset Management
Ontario, Canada
$8.54M -$233K -5,679 -3%
DP
166
Dearborn Partners
Illinois
$8.46M +$359K +8,743 +4%
BSA
167
Braun Stacey Associates
New York
$8.41M -$116K -2,830 -1%
ClearBridge Investments
168
ClearBridge Investments
New York
$8.36M +$673K +16,366 +9%
WCM
169
Winton Capital Management
United Kingdom
$8.27M -$8.27M -201,129 -50%
MIS
170
Morningstar Investment Services
Illinois
$8.23M +$1.43M +34,878 +21%
SAM
171
Securian Asset Management
Minnesota
$8M +$1.61M +39,125 +25%
CNB
172
City National Bank
California
$7.74M -$630K -15,331 -8%
AAF
173
Andra AP-fonden
Sweden
$7.65M +$588K +14,300 +8%
QAM
174
QCI Asset Management
New York
$7.6M +$313K +7,622 +4%
Citadel Advisors
175
Citadel Advisors
Florida
$7.54M +$1.31M +31,764 +21%
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