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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 %
CBOA
176
Commonwealth Bank of Australia
Australia
$8.4M 203,998 -30,254 -13%
CNB
177
City National Bank
California
$8.38M 203,554 -16,073 -7%
LBG
178
Lloyds Banking Group
United Kingdom
$8.23M 199,819 +16,229 +9%
DP
179
Dearborn Partners
Illinois
$8.11M 196,989 +7,662 +4%
QI
180
Qualcomm Inc
California
$8.03M 195,100 – –
Lazard Asset Management
181
Lazard Asset Management
New York
$7.78M 188,985 +67,069 +55%
ClearBridge Investments
182
ClearBridge Investments
New York
$7.7M 187,033 +148 +0.1%
OI
183
Oakbrook Investments
Illinois
$7.56M 183,562 -3,300 -2%
Los Angeles Capital Management
184
Los Angeles Capital Management
California
$7.38M 179,191 +20,818 +13%
COPPSERS
185
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.35M 178,476 +1,246 +0.7%
ERSOT
186
Employees Retirement System of Texas
Texas
$7.33M 178,000 – –
QAM
187
QCI Asset Management
New York
$7.3M 177,318 +3,795 +2%
CIM
188
Calvert Investment Management
Maryland
$7.22M 175,300 -7,600 -4%
AG
189
Aperio Group
California
$7.12M 172,795 +19,248 +13%
AAF
190
Andra AP-fonden
Sweden
$7.07M 171,700 +1,800 +1%
BCM
191
Brookmont Capital Management
Texas
$7.03M 170,767 +39,567 +30%
FNBOO
192
First National Bank of Omaha
Nebraska
$6.86M 166,623 -47,679 -22%
BOH
193
Bank of Hawaii
Hawaii
$6.84M 166,030 -10,440 -6%
MIS
194
Morningstar Investment Services
Illinois
$6.83M 165,311 +21,473 +15%
MSA
195
Mason Street Advisors
Wisconsin
$6.79M 164,812 -19,168 -10%
Calamos Advisors
196
Calamos Advisors
Illinois
$6.63M 161,000 +86,000 +115%
WAM
197
World Asset Management
Michigan
$6.55M 159,065 -17,712 -10%
B
198
Baird
Wisconsin
$6.53M 158,562 +25,931 +20%
AAC
199
Asset Advisors Corp
Georgia
$6.52M 158,289 +5,859 +4%
SIM
200
Sadoff Investment Management
Wisconsin
$6.45M 156,722 +141,957 +961%
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