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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 %
OTPPB
176
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.42M -$1.25M -30,519 -14%
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$7.38M -$1.51M -37,249 -17%
AG
178
Aperio Group
California
$7.33M -$7.12M -172,795 Closed
ERSOT
179
Employees Retirement System of Texas
Texas
$7.32M – – –
OI
180
Oakbrook Investments
Illinois
$7.23M -$322K -7,825 -4%
EWM
181
Edge Wealth Management
New York
$7.05M +$1.09M +26,443 +18%
Los Angeles Capital Management
182
Los Angeles Capital Management
California
$6.96M -$404K -9,819 -5%
CIA
183
Capital Investment Advisors
Georgia
$6.93M +$6.93M +168,527 New
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.92M -$419K -10,180 -6%
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$6.78M -$47.3M -1,150,572 -87%
CAI
186
Capital Advisors Inc
Oklahoma
$6.64M +$894K +21,748 +16%
Calamos Advisors
187
Calamos Advisors
Illinois
$6.62M – – –
SIM
188
Sadoff Investment Management
Wisconsin
$6.61M +$171K +4,171 +3%
OPERF
189
Oregon Public Employees Retirement Fund
Oregon
$6.49M +$1.48M +36,000 +30%
BOH
190
Bank of Hawaii
Hawaii
$6.48M -$349K -8,497 -5%
NG
191
NatWest Group
United Kingdom
$6.46M +$3M +72,937 +87%
NCM
192
Nebula Capital Management
Connecticut
$6.39M -$2.93M -71,300 -31%
URS
193
Utah Retirement Systems
Utah
$6.38M – – –
ELC
194
Edgar Lomax Company
Virginia
$6.33M +$1.42M +34,600 +29%
RMA
195
Roffman Miller Associates
Pennsylvania
$6.32M +$668K +16,246 +12%
Allianz Asset Management
196
Allianz Asset Management
Germany
$6.25M +$3.14M +76,383 +101%
PI
197
Placemark Investments
Illinois
$6.21M +$3.19M +77,544 +106%
LIC
198
Lodestar Investment Counsel
Illinois
$6.2M +$301K +7,325 +5%
ProShare Advisors
199
ProShare Advisors
Maryland
$6.19M +$3.27M +79,596 +112%
IC
200
InterOcean Capital
Illinois
$6.15M +$150K +3,653 +3%
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