Southern Company
887 hedge funds and large institutions have $17.4B invested in Southern Company in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 330 increasing their positions, 357 reducing their positions, and 59 closing their positions.
66% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 59
39% more call options, than puts
Call options by funds: $213M | Put options by funds: $153M
3% more funds holding
Funds holding: 859 → 887 (+28)
0.48% more ownership
Funds ownership: 47.48% → 47.96% (+0.48%)
0% less capital invested
Capital invested by funds: $17.4B → $17.4B (-$14.9M)
8% less repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 357
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$288M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$220M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$148M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$138M |
| 5 |
Goldman Sachs
New York
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$167M |
| 2 |
Barclays
London,
United Kingdom
|
-$163M |
| 3 |
JP Morgan Chase
New York
|
-$95.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$88.6M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$47.5M |
SO Hedge Fund Activity: Q4 2013 in Review
887 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2013, worth a combined $17.4B — down 0.09% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new SO positions and 59 closed out — a net gain of 39 holders — while 330 added to existing stakes and 357 trimmed.
The largest buyer was Franklin Resources, adding an estimated $288M. The largest seller was Pictet Asset Management (UK), cutting an estimated $167M.
- 887 institutional investors held Southern Company (SO) as of Q4 2013, up from 859 in Q3 2013.
- Funds reported $17.4B of Southern Company stock for Q4 2013, down 0.09% quarter-over-quarter.
- 98 funds opened new Southern Company positions in Q4 2013 and 59 closed out, a net change of +39 holders.
- The largest Southern Company buyer in Q4 2013 was Franklin Resources, an estimated $288M added.
- The largest Southern Company seller in Q4 2013 was Pictet Asset Management (UK), an estimated $167M sold.
Based on aggregated 13F filings for Q4 2013.