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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 %
Neuberger Berman Group
201
Neuberger Berman Group
New York
$6.04M -$305K -7,420 -5%
MSA
202
Mason Street Advisors
Wisconsin
$6.01M -$767K -18,667 -11%
NTCOC
203
Northern Trust Company of Connecticut
Connecticut
$5.94M -$185K -4,491 -3%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$5.93M +$477K +11,597 +9%
AT
205
Acadia Trust
Maine
$5.92M +$219K +5,322 +4%
TRSOTSOK
206
Teachers Retirement System of the State of Kentucky
Kentucky
$5.86M -$222K -5,400 -4%
BCM
207
Buckhead Capital Management
Georgia
$5.85M +$1.02M +24,725 +21%
VCM
208
Vigilant Capital Management
Maine
$5.73M +$586K +14,255 +11%
WAM
209
World Asset Management
Michigan
$5.7M -$843K -20,513 -13%
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$5.68M -$118K -2,876 -2%
B
211
Baird
Wisconsin
$5.65M -$864K -21,022 -13%
HighTower Advisors
212
HighTower Advisors
Illinois
$5.65M +$4.05M +98,487 +252%
QI
213
QS Investors
New York
$5.54M -$666K -16,200 -11%
FNBOO
214
First National Bank of Omaha
Nebraska
$5.53M -$1.32M -32,121 -19%
FBNAT
215
FirstMerit Bank N.A. Trustee
Ohio
$5.47M -$208K -5,053 -4%
Truist Financial
216
Truist Financial
North Carolina
$5.41M -$874K -21,256 -14%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$5.41M +$92.7K +2,254 +2%
AMIM
218
Aull & Monroe Investment Management
Alabama
$5.36M +$38.6K +938 +0.7%
CIM
219
Calvert Investment Management
Maryland
$5.36M -$1.85M -45,000 -26%
PAM
220
Private Asset Management
California
$5.32M +$418K +10,160 +9%
PAM
221
Panagora Asset Management
Massachusetts
$5.29M -$341K -8,300 -6%
Nomura Holdings
222
Nomura Holdings
Japan
$5.27M -$6.09M -148,452 -54%
TNBTD
223
Trustmark National Bank Trust Department
Mississippi
$5.26M -$211K -5,121 -4%
BIM
224
Bridgecreek Investment Management
Oklahoma
$5.21M +$206K +5,000 +4%
PR
225
Payden & Rygel
California
$5.18M – – –
7 8
9
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