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Winton Capital Management’s Southern Company SO Stock Holding History

Winton 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
2014
Q1 		– Sell
-201,231
Closed -$8.27M – 676
2013
Q4 		$8.27M Sell
201,231
-201,129
-50% -$8.3M 0.07% 330
2013
Q3 		$16.6M Sell
402,360
-108,026
-21% -$4.65M 0.2% 196
2013
Q2 		$22.5M Buy
+510,386
New +$23.5M 0.27% 141

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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $69.6B AUM 42.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winton Capital Management's SO Position: Q1 2014 in Review

Winton Capital Management sold out of Southern Company (SO) in Q1 2014, closing a stake of 201,231 shares — an estimated $8.27M sold.

Winton Capital Management first reported a position in SO in Q2 2013 and held it in 3 quarters. The position peaked at $22.5M in Q2 2013. 912 funds tracked by Wall St. Rank hold SO as of Q1 2014.

  • Winton Capital Management reported no remaining Southern Company position as of Q1 2014 after selling out during the quarter.
  • Winton Capital Management sold 201,231 Southern Company shares in Q1 2014, an estimated $8.27M.
  • Winton Capital Management first reported a position in Southern Company in Q2 2013 and held it in 3 quarters.
  • Winton Capital Management's Southern Company position peaked at $22.5M in Q2 2013.
  • 912 funds tracked by Wall St. Rank held Southern Company as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.