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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 %
SAM
201
Securian Asset Management
Minnesota
$6.4M 155,431 +28,391 +22%
URS
202
Utah Retirement Systems
Utah
$6.39M 155,201 -1,300 -0.8%
Neuberger Berman Group
203
Neuberger Berman Group
New York
$6.35M 154,305 -371,167 -71%
Truist Financial
204
Truist Financial
North Carolina
$6.3M 152,888 -34,316 -18%
Citadel Advisors
205
Citadel Advisors
Florida
$6.24M 151,555 +105,882 +232%
QI
206
QS Investors
New York
$6.21M 150,905 -28,195 -16%
NTCOC
207
Northern Trust Company of Connecticut
Connecticut
$6.13M 148,945 +18,959 +15%
TRSOTSOK
208
Teachers Retirement System of the State of Kentucky
Kentucky
$6.1M 148,000 -10,900 -7%
CAM
209
Capstone Asset Management
Texas
$6.07M 147,301 +3,853 +3%
CIA
210
CSat Investment Advisory
Michigan
$6.03M 146,352 +37,104 +34%
IC
211
InterOcean Capital
Illinois
$6.01M 146,030 +21,300 +17%
EWM
212
Edge Wealth Management
New York
$5.97M 144,972 +144,972 New
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$5.93M 143,933 -66,419 -32%
LIC
214
Lodestar Investment Counsel
Illinois
$5.91M 143,442 +8,400 +6%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$5.82M 141,265 -15,135 -10%
CAI
216
Capital Advisors Inc
Oklahoma
$5.75M 139,667 +32,233 +30%
AT
217
Acadia Trust
Maine
$5.71M 138,599 +16,824 +14%
FBNAT
218
FirstMerit Bank N.A. Trustee
Ohio
$5.69M 138,211 +10,783 +8%
LIM
219
Leavell Investment Management
Alabama
$5.68M 137,870 +5,137 +4%
RMA
220
Roffman Miller Associates
Pennsylvania
$5.67M 137,585 +4,854 +4%
PAM
221
Panagora Asset Management
Massachusetts
$5.64M 136,998 +12,940 +10%
TNBTD
222
Trustmark National Bank Trust Department
Mississippi
$5.48M 133,078 -319 -0.2%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$5.46M 132,654 +5,401 +4%
AMIM
224
Aull & Monroe Investment Management
Alabama
$5.33M 129,501 -1,089 -0.8%
STI
225
Susquehanna Trust & Investment
Pennsylvania
$5.33M 129,375 +129,375 New
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