BCM
SO icon

BBT Capital Management’s Southern Company SO Stock Holding History

BBT Capital Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-92,500
Closed -$3.81M – 314
2013
Q3 		$3.81M Sell
92,500
-145,000
-61% -$6.25M 0.19% 120
2013
Q2 		$10.5M Buy
+237,500
New +$10.9M 0.55% 50

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BBT Capital Management's SO Position: Q4 2013 in Review

BBT Capital Management sold out of Southern Company (SO) in Q4 2013, closing a stake of 92,500 shares — an estimated $3.81M sold.

BBT Capital Management first reported a position in SO in Q2 2013 and held it in 2 quarters. The position peaked at $10.5M in Q2 2013. 887 funds tracked by Wall St. Rank hold SO as of Q4 2013.

  • BBT Capital Management reported no remaining Southern Company position as of Q4 2013 after selling out during the quarter.
  • BBT Capital Management sold 92,500 Southern Company shares in Q4 2013, an estimated $3.81M.
  • BBT Capital Management first reported a position in Southern Company in Q2 2013 and held it in 2 quarters.
  • BBT Capital Management's Southern Company position peaked at $10.5M in Q2 2013.
  • 887 funds tracked by Wall St. Rank held Southern Company as of Q4 2013.

Based on BBT Capital Management's 13F filing for Q4 2013, filed 6 Feb 2014.