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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
FA
276
Financial Advantage
Maryland
$3.78M +$3.94M +85,691 New
GHA
277
GW Henssler & Associates
Georgia
$3.75M +$3.91M +85,059 New
UCFA
278
United Capital Financial Advisors
Texas
$3.72M +$3.88M +84,287 New
American Century Companies
279
American Century Companies
Missouri
$3.68M +$3.83M +83,295 New
PDN
280
Pensionfund DSM Netherlands
Netherlands
$3.68M +$3.83M +83,300 New
PR
281
Payden & Rygel
California
$3.66M +$3.82M +83,000 New
BA
282
BlackRock Advisors
Delaware
$3.66M +$3.82M +83,001 New
AMI
283
Amica Mutual Insurance
Rhode Island
$3.64M +$3.79M +82,458 New
ANI
284
American National Insurance
Texas
$3.63M +$3.78M +82,286 New
NIA
285
Northstar Investment Advisors
Colorado
$3.58M +$3.73M +81,147 New
NB
286
Norinchukin Bank
Japan
$3.55M +$3.7M +80,510 New
FCBT
287
First Citizens Bank & Trust
North Carolina
$3.54M +$3.68M +80,134 New
Nordea Investment Management
288
Nordea Investment Management
Sweden
$3.53M +$3.68M +79,964 New
FB
289
Fulton Bank
Pennsylvania
$3.53M +$3.68M +79,941 New
PA
290
Pinnacle Associates
New York
$3.51M +$3.66M +79,632 New
SC
291
Sculptor Capital
New York
$3.51M +$3.65M +79,454 New
MWR
292
McAdams Wright Ragen
Washington
$3.47M +$3.62M +78,617 New
DC
293
Davenport & Co
Virginia
$3.43M +$3.57M +77,667 New
Allianz Asset Management
294
Allianz Asset Management
Germany
$3.4M +$3.54M +77,005 New
Calamos Advisors
295
Calamos Advisors
Illinois
$3.31M +$3.45M +75,000 New
PA
296
Profund Advisors
Maryland
$3.31M +$3.45M +74,922 New
LG
297
Laidlaw Group
New York
$3.3M +$3.44M +74,867 New
IA
298
Icon Advisers
Colorado
$3.2M +$3.33M +72,470 New
OCM
299
Orleans Capital Management
Louisiana
$3.2M +$3.33M +72,430 New
NIMI
300
Natixis Investment Managers International
France
$3.16M +$3.3M +71,687 New
10 11
12
13 14

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.