Southern Company
1,058 hedge funds and large institutions have $21.4B invested in Southern Company in 2015 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 402 increasing their positions, 357 reducing their positions, and 54 closing their positions.
117% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 54
98% more call options, than puts
Call options by funds: $252M | Put options by funds: $127M
25% more funds holding in top 10
Funds holding in top 10: 24 → 30 (+6)
13% more repeat investments, than reductions
Existing positions increased: 402 | Existing positions reduced: 357
6% more capital invested
Capital invested by funds: $20.3B → $21.4B (+$1.16B)
5% more funds holding
Funds holding: 1,006 → 1,058 (+52)
0.23% less ownership
Funds ownership: 50.21% → 49.99% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$142M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$61.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$60.1M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$58.9M |
| 5 |
Millennium Management
New York
|
+$43.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$453M |
| 2 |
State Street
Boston,
Massachusetts
|
-$56.8M |
| 3 |
AI
Analytic Investors
Los Angeles,
California
|
-$47.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$43.7M |
| 5 |
Bank of New York Mellon
New York
|
-$40.3M |
SO Hedge Fund Activity: Q4 2015 in Review
1,058 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2015, worth a combined $21.4B — up 5.7% from $20.3B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new SO positions and 54 closed out — a net gain of 63 holders — while 402 added to existing stakes and 357 trimmed.
The largest buyer was Pictet Asset Management (UK), adding an estimated $142M. The largest seller was Franklin Resources, cutting an estimated $453M.
- 1,058 institutional investors held Southern Company (SO) as of Q4 2015, up from 1,006 in Q3 2015.
- Funds reported $21.4B of Southern Company stock for Q4 2015, up 5.7% quarter-over-quarter.
- 117 funds opened new Southern Company positions in Q4 2015 and 54 closed out, a net change of +63 holders.
- The largest Southern Company buyer in Q4 2015 was Pictet Asset Management (UK), an estimated $142M added.
- The largest Southern Company seller in Q4 2015 was Franklin Resources, an estimated $453M sold.
Based on aggregated 13F filings for Q4 2015.