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Southern Company
SO

859 hedge funds and large institutions have $17.4B invested in Southern Company in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 355 increasing their positions, 315 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $185M | Put options by funds: $118M

17% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 46

13% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 315

1.09% more ownership

Funds ownership: 46.39% → 47.48% (+1.1%)

0% more funds holding

Funds holding: 858 → 859 (+1)

4% less capital invested

Capital invested by funds: $18.1B → $17.4B (-$717M)

36% less funds holding in top 10

Funds holding in top 10: 14 → 9 (-5)

Holders
859
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
27.85%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.29%
New
54
Increased
355
Reduced
315
Closed
46
Calls
$185M
Puts
$118M
Net Calls
+$66.4M
Net Calls Change
-$8.83M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$182M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$109M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$71.9M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$63.3M
5
Franklin Resources
Franklin Resources
California
+$55M

Top Sellers

1
EA
Euclid Advisors
Connecticut
-$56.6M
2
Cohen & Steers
Cohen & Steers
New York
-$50.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$39.4M
4
SG Americas Securities
SG Americas Securities
New York
-$34.2M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$33.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DekaBank Deutsche Girozentrale
251
DekaBank Deutsche Girozentrale
Germany
$4.17M -$219K -5,078 -5%
FNFDCM
252
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.13M +$21.7K +503 +0.5%
BFG
253
Beacon Financial Group
Texas
$4.08M +$4.26M +98,922 New
CP
254
Corbenic Partners
Pennsylvania
$4.07M +$505K +11,730 +13%
MIM
255
Merit Investment Management
Delaware
$4.01M +$3.32M +77,024 +372%
AIP
256
ARS Investment Partners
New York
$4.01M -$135K -3,145 -3%
CTC
257
Central Trust Company
Missouri
$4.01M +$282K +6,547 +7%
GH
258
GAM Holding
Switzerland
$4.01M +$25.8K +600 +0.6%
IA
259
Icon Advisers
Colorado
$3.99M +$1.05M +24,390 +34%
FBB
260
Fulton Breakefield Broenniman
Maryland
$3.96M +$124K +2,872 +3%
GIM
261
Gyrus Investment Management
Ontario, Canada
$3.95M -$10.8K -250 -0.3%
KCM
262
Kanawha Capital Management
Virginia
$3.92M +$329K +7,644 +9%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$3.89M +$63.1K +1,465 +2%
CIC
264
Crawford Investment Counsel
Georgia
$3.89M +$343K +7,955 +9%
RJT
265
Raymond James Trust
Florida
$3.87M -$153K -3,551 -4%
GHA
266
GW Henssler & Associates
Georgia
$3.83M +$348K +8,076 +9%
PGFC
267
Peapack-Gladstone Financial Corp
New Jersey
$3.83M -$205K -4,770 -5%
FNT
268
First National Trust
Pennsylvania
$3.83M -$102K -2,367 -2%
WB
269
WesBanco Bank
West Virginia
$3.82M +$274K +6,350 +7%
BCM
270
BBT Capital Management
Texas
$3.81M -$6.25M -145,000 -61%
BCM
271
Birmingham Capital Management
Alabama
$3.8M +$33.2K +770 +0.8%
TAM
272
Tocqueville Asset Management
New York
$3.78M +$36.6K +850 +0.9%
MOACM
273
Mutual of America Capital Management
New York
$3.77M +$109K +2,534 +3%
M&T Bank
274
M&T Bank
New York
$3.7M +$22.9K +532 +0.6%
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$3.67M -$120K -2,795 -3%
9 10
11
12 13

SO Hedge Fund Activity: Q3 2013 in Review

859 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2013, worth a combined $17.4B — down 4% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SO positions and 46 closed out — a net gain of 8 holders — while 355 added to existing stakes and 315 trimmed.

The largest buyer was Barclays, adding an estimated $182M. The largest seller was Euclid Advisors, exiting entirely with an estimated $56.6M sold.

  • 859 institutional investors held Southern Company (SO) as of Q3 2013, up from 858 in Q2 2013.
  • Funds reported $17.4B of Southern Company stock for Q3 2013, down 4% quarter-over-quarter.
  • 54 funds opened new Southern Company positions in Q3 2013 and 46 closed out, a net change of +8 holders.
  • The largest Southern Company buyer in Q3 2013 was Barclays, an estimated $182M added.
  • The largest Southern Company seller in Q3 2013 was Euclid Advisors, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2013.