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Southern Company
SO

858 hedge funds and large institutions have $18.1B invested in Southern Company in 2013 Q2 according to their latest regulatory filings, with 858 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $175M | Put options by funds: $99.7M

46.39% more ownership

Funds ownership: 0% → 46.39% (+46%)

Holders
858
Holders Change
+858
Holders Change %
–
% of All Funds
28%
Holding in Top 10
14
Holding in Top 10 Change
+14
Holding in Top 10 Change %
% of All Funds
0.46%
New
858
Increased
–
Reduced
–
Closed
–
Calls
$175M
Puts
$99.7M
Net Calls
+$75.2M
Net Calls Change
+$75.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GH
251
GAM Holding
Switzerland
$4.27M +$4.45M +96,717 New
BPBT
252
Boston Private Bank & Trust
Massachusetts
$4.22M +$4.4M +95,675 New
FNT
253
First National Trust
Pennsylvania
$4.21M +$4.39M +95,398 New
MA
254
MUFG Americas
New York
$4.2M +$4.37M +95,120 New
FBB
255
Fulton Breakefield Broenniman
Maryland
$4.11M +$4.29M +93,230 New
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$4.1M +$4.27M +92,964 New
TMAM
257
Tokio Marine Asset Management
Japan
$4.09M +$4.26M +92,671 New
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$4.05M +$4.22M +91,826 New
BCM
259
Birmingham Capital Management
Alabama
$4.04M +$4.21M +91,475 New
CTC
260
Central Trust Company
Missouri
$4.01M +$4.18M +90,831 New
TAM
261
Tocqueville Asset Management
New York
$4.01M +$4.18M +90,833 New
M&T Bank
262
M&T Bank
New York
$3.94M +$4.11M +89,378 New
MOACM
263
Mutual of America Capital Management
New York
$3.93M +$4.09M +88,997 New
WC
264
Woodstock Corp
Massachusetts
$3.89M +$4.06M +88,216 New
KCM
265
Kanawha Capital Management
Virginia
$3.87M +$4.03M +87,617 New
BFA
266
Bragg Financial Advisors
North Carolina
$3.85M +$4.02M +87,364 New
CP
267
Corbenic Partners
Pennsylvania
$3.85M +$4.01M +87,158 New
BRCM
268
Bright Rock Capital Management
Massachusetts
$3.84M +$4M +87,000 New
OIM
269
Opus Investment Management
Massachusetts
$3.84M +$4M +87,000 New
PAM
270
Private Asset Management
California
$3.82M +$3.98M +86,626 New
CIC
271
Crawford Investment Counsel
Georgia
$3.82M +$3.98M +86,496 New
WB
272
WesBanco Bank
West Virginia
$3.81M +$3.98M +86,458 New
B
273
BancorpSouth
Mississippi
$3.8M +$3.96M +86,047 New
RCYC
274
Richard C. Young & Co
Rhode Island
$3.79M +$3.95M +85,993 New
BUB
275
BBVA USA Bancshares
Texas
$3.79M +$3.95M +85,826 New
9 10
11
12 13

SO Hedge Fund Activity: Q2 2013 in Review

858 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2013, worth a combined $18.1B.

Buyers outnumbered sellers: 858 funds opened new SO positions and 0 closed out — a net gain of 858 holders — while 0 added to existing stakes and 0 trimmed.

  • 858 institutional investors held Southern Company (SO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $18.1B of Southern Company stock for Q2 2013.
  • 858 funds opened new Southern Company positions in Q2 2013 and 0 closed out, a net change of +858 holders.

Based on aggregated 13F filings for Q2 2013.