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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
MAM
301
Martingale Asset Management
Massachusetts
$3.16M +$3.29M +71,586 New
SLI
302
Sumitomo Life Insurance
Japan
$3.15M +$3.29M +71,485 New
HT
303
HAP Trading
New York
$3.14M +$3.27M +71,150 New
Creative Planning
304
Creative Planning
Kansas
$3.13M +$3.26M +70,873 New
Janus Henderson Group
305
Janus Henderson Group
United Kingdom
$3.06M +$3.21M +69,757 New
PI
306
Placemark Investments
Illinois
$3.02M +$3.15M +68,525 New
PSUF
307
People's United Financial
Connecticut
$2.94M +$3.07M +66,743 New
AL
308
Agran Libbie
California
$2.93M +$3.06M +66,437 New
MCM
309
Murphy Capital Management
New Jersey
$2.91M +$3.03M +65,907 New
WFM
310
Wilmington Funds Management
Delaware
$2.88M +$3.01M +65,377 New
TNB
311
Thomasville National Bank
Georgia
$2.88M +$3M +65,330 New
JIM
312
Jupiter Investment Management
United Kingdom
$2.88M +$3M +65,202 New
1IA
313
1834 Investment Advisors
Wisconsin
$2.86M +$2.98M +64,907 New
TCM
314
Tributary Capital Management
Nebraska
$2.82M +$2.94M +64,000 New
WA
315
WFG Advisors
Texas
$2.79M +$2.9M +63,147 New
EFS
316
Essex Financial Services
Connecticut
$2.78M +$2.9M +62,991 New
FC
317
Fiera Capital
New York
$2.78M +$2.89M +62,920 New
HPC
318
HM Payson & Co
Maine
$2.77M +$2.89M +62,853 New
SIM
319
Sentry Investment Management
Wisconsin
$2.77M +$2.89M +62,800 New
PCM
320
Parsons Capital Management
Rhode Island
$2.76M +$2.88M +62,557 New
GW
321
GW & Wade
Massachusetts
$2.73M +$2.85M +61,950 New
BMO
322
Beck Mack & Oliver
New York
$2.73M +$2.85M +61,925 New
PAM
323
Peninsula Asset Management
Florida
$2.71M +$2.83M +61,437 New
WIC
324
Woodmont Investment Counsel
Tennessee
$2.69M +$2.81M +61,042 New
TL
325
Tirschwell & Loewy
New York
$2.69M +$2.8M +60,985 New
11 12
13
14 15

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.