Southern Company
986 hedge funds and large institutions have $19.3B invested in Southern Company in 2015 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 395 increasing their positions, 372 reducing their positions, and 80 closing their positions.
14% more call options, than puts
Call options by funds: $242M | Put options by funds: $212M
1.22% more ownership
Funds ownership: 49.66% → 50.88% (+1.2%)
6% more repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 372
4% less capital invested
Capital invested by funds: $20B → $19.3B (-$741M)
4% less funds holding
Funds holding: 1,028 → 986 (-42)
38% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 80
41% less funds holding in top 10
Funds holding in top 10: 17 → 10 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$158M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$157M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$132M |
| 4 |
H
Hexavest
Montreal,
Quebec, Canada
|
+$116M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$109M |
| 2 |
State Street
Boston,
Massachusetts
|
-$95.3M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$63M |
| 4 |
Morgan Stanley
New York
|
-$40.1M |
| 5 |
Renaissance Technologies
New York
|
-$38.7M |
SO Hedge Fund Activity: Q2 2015 in Review
986 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2015, worth a combined $19.3B — down 3.7% from $20B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of SO and 50 opened new positions — a net loss of 30 holders — while 372 trimmed existing stakes and 395 added.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $158M. The largest seller was Capital Research Global Investors, cutting an estimated $109M.
- 986 institutional investors held Southern Company (SO) as of Q2 2015, down from 1,028 in Q1 2015.
- Funds reported $19.3B of Southern Company stock for Q2 2015, down 3.7% quarter-over-quarter.
- 50 funds opened new Southern Company positions in Q2 2015 and 80 closed out, a net change of -30 holders.
- The largest Southern Company buyer in Q2 2015 was Hotchkis & Wiley Capital Management, an estimated $158M added.
- The largest Southern Company seller in Q2 2015 was Capital Research Global Investors, an estimated $109M sold.
Based on aggregated 13F filings for Q2 2015.