Southern Company
1,193 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 435 reducing their positions, and 58 closing their positions.
59% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 58
55% more call options, than puts
Call options by funds: $246M | Put options by funds: $158M
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
12% more repeat investments, than reductions
Existing positions increased: 487 | Existing positions reduced: 435
2% more funds holding
Funds holding: 1,172 → 1,193 (+21)
1.18% more ownership
Funds ownership: 53.55% → 54.73% (+1.2%)
4% more capital invested
Capital invested by funds: $25.8B → $27B (+$1.16B)
Top Buyers
| 1 |
BlackRock
New York
|
+$2.97B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$316M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$293M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$255M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$133M |
Top Sellers
SO Hedge Fund Activity: Q1 2017 in Review
1,193 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2017, worth a combined $27B — up 4.5% from $25.8B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new SO positions and 58 closed out — a net gain of 34 holders — while 487 added to existing stakes and 435 trimmed.
The largest buyer was BlackRock, adding an estimated $2.97B. The largest seller was Capital Research Global Investors, cutting an estimated $227M.
- 1,193 institutional investors held Southern Company (SO) as of Q1 2017, up from 1,172 in Q4 2016.
- Funds reported $27B of Southern Company stock for Q1 2017, up 4.5% quarter-over-quarter.
- 92 funds opened new Southern Company positions in Q1 2017 and 58 closed out, a net change of +34 holders.
- The largest Southern Company buyer in Q1 2017 was BlackRock, an estimated $2.97B added.
- The largest Southern Company seller in Q1 2017 was Capital Research Global Investors, an estimated $227M sold.
Based on aggregated 13F filings for Q1 2017.