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Man Investments (UK)’s Southern Company SO Stock Holding History

Man Investments (UK)’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
2014
Q2 		$3M Buy
66,079
+13,876
+27% +$614K 0.23% 135
2014
Q1 		$2.29M Buy
+52,203
New +$2.19M 0.2% 124

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 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Man Investments (UK)'s SO Position: Q2 2014 in Review

Man Investments (UK) increased its Southern Company (SO) stake by 27% in Q2 2014, buying an estimated $614K and bringing the position to 66,079 shares worth $3M. The position accounts for 0.23% of the portfolio, ranked #135.

Man Investments (UK) first reported a position in SO in Q1 2014 and has held it in 2 quarters since. 953 funds tracked by Wall St. Rank hold SO as of Q2 2014.

  • Man Investments (UK) held 66,079 shares of Southern Company worth $3M as of Q2 2014.
  • Man Investments (UK) bought 13,876 Southern Company shares in Q2 2014, an estimated $614K.
  • Southern Company made up 0.23% of Man Investments (UK)'s portfolio in Q2 2014, its #135 holding.
  • Man Investments (UK) first reported a position in Southern Company in Q1 2014 and has held it in 2 quarters since.
  • 953 funds tracked by Wall St. Rank held Southern Company as of Q2 2014.

Based on Man Investments (UK)'s 13F filing for Q2 2014, filed 14 Aug 2014.