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SAC Capital Advisors’s Southern Company SO Stock Holding History

SAC Capital Advisors’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 		– Sell
-19,221
Closed -$845K – 871
2014
Q1 		$845K Sell
19,221
-9,223
-32% -$387K ﹤0.01% 1007
2013
Q4 		$1.17M Buy
+28,444
New +$1.17M 0.01% 862

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

SAC Capital Advisors's SO Position: Q2 2014 in Review

SAC Capital Advisors sold out of Southern Company (SO) in Q2 2014, closing a stake of 19,221 shares — an estimated $845K sold.

SAC Capital Advisors first reported a position in SO in Q4 2013 and held it in 2 quarters. The position peaked at $1.17M in Q4 2013. 953 funds tracked by Wall St. Rank hold SO as of Q2 2014.

  • SAC Capital Advisors reported no remaining Southern Company position as of Q2 2014 after selling out during the quarter.
  • SAC Capital Advisors sold 19,221 Southern Company shares in Q2 2014, an estimated $845K.
  • SAC Capital Advisors first reported a position in Southern Company in Q4 2013 and held it in 2 quarters.
  • SAC Capital Advisors's Southern Company position peaked at $1.17M in Q4 2013.
  • 953 funds tracked by Wall St. Rank held Southern Company as of Q2 2014.

Based on SAC Capital Advisors's 13F filing for Q2 2014.