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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
OC
326
Oppenheimer & Co
New York
$2.69M +$2.8M +60,855 New
WBC
327
Westpac Banking Corp
Australia
$2.68M +$2.74M +59,504 New
FCAM
328
F&C Asset Management
United Kingdom
$2.68M +$2.79M +60,715 New
FAAS
329
First Allied Advisory Services
California
$2.65M +$2.77M +60,265 New
SGAM
330
Steinberg Global Asset Management
Florida
$2.59M +$2.7M +58,718 New
NB
331
NBT Bank
New York
$2.56M +$2.67M +58,022 New
CCFCSB
332
Cape Cod Five Cents Savings Bank
Massachusetts
$2.56M +$2.66M +57,914 New
WAM
333
Wood Asset Management
Florida
$2.54M +$2.65M +57,655 New
CAN
334
Cetera Advisor Networks
California
$2.5M +$2.61M +56,689 New
William Blair & Company
335
William Blair & Company
Illinois
$2.49M +$2.59M +56,359 New
WTB
336
Washington Trust Bank
Washington
$2.47M +$2.58M +56,072 New
KIA
337
KCM Investment Advisors
California
$2.43M +$2.53M +55,112 New
STC
338
SEI Trust Company
Pennsylvania
$2.43M +$2.53M +55,000 New
AIM
339
Acropolis Investment Management
Missouri
$2.41M +$2.51M +54,669 New
BC
340
Brookfield Corp
Ontario, Canada
$2.41M +$251K +5,455 New
1IC
341
1919 Investment Counsel
Maryland
$2.34M +$2.44M +53,068 New
DCM
342
Dupont Capital Management
Delaware
$2.34M +$2.43M +52,930 New
CTA
343
Colonial Trust Advisors
South Carolina
$2.33M +$2.43M +52,912 New
PJSIMP
344
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.32M +$2.41M +52,501 New
AIS
345
American Investment Services
Massachusetts
$2.28M +$2.38M +51,745 New
V
346
Veritable
Delaware
$2.27M +$2.37M +51,455 New
BG
347
Bollard Group
Massachusetts
$2.24M +$2.33M +50,681 New
I
348
IberiaBank
Louisiana
$2.23M +$2.32M +50,498 New
BA
349
Bennicas & Associates
California
$2.23M +$2.32M +50,450 New
Wellington Management Group
350
Wellington Management Group
Massachusetts
$2.23M +$2.32M +50,406 New
12 13
14
15 16

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.