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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$125M +$131M +2,838,450 New
EIP
27
Epoch Investment Partners
New York
$119M +$124M +2,704,106 New
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$116M +$121M +2,637,282 New
SC
29
Stralem & Co
New York
$111M +$116M +2,517,710 New
TCIM
30
TIAA CREF Investment Management
New York
$102M +$107M +2,320,812 New
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$101M +$106M +2,310,707 New
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$100M +$104M +2,270,203 New
Invesco
33
Invesco
Georgia
$99.9M +$104M +2,263,362 New
EIP
34
Energy Income Partners
Connecticut
$95.8M +$99.9M +2,171,558 New
Mitsubishi UFJ Trust & Banking
35
Mitsubishi UFJ Trust & Banking
Japan
$95.8M +$99.9M +2,171,526 New
TD Asset Management
36
TD Asset Management
Ontario, Canada
$86.6M +$90.3M +1,963,416 New
BlackRock
37
BlackRock
New York
$85.6M +$89.2M +1,939,940 New
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$84.6M +$88.2M +1,918,003 New
HSBC Holdings
39
HSBC Holdings
United Kingdom
$83.1M +$86.6M +1,882,391 New
Macquarie Group
40
Macquarie Group
Australia
$81.1M +$84.5M +1,837,089 New
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$77.6M +$80.9M +1,759,542 New
AI
42
Analytic Investors
California
$77.6M +$80.9M +1,759,056 New
MAA
43
Managed Account Advisors
New Jersey
$77.3M +$80.6M +1,751,762 New
Charles Schwab
44
Charles Schwab
California
$75.6M +$79.3M +1,725,273 New
First Trust Advisors
45
First Trust Advisors
Illinois
$71.5M +$74.5M +1,619,318 New
CS
46
Credit Suisse
Switzerland
$70M +$73M +1,587,214 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$69.6M +$72.5M +1,576,133 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$68.2M +$71M +1,545,036 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$66.9M +$69.7M +1,516,723 New
DPIM
50
Duff & Phelps Investment Management
Illinois
$66.6M +$69.4M +1,508,640 New
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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.