Southern Company
1,213 hedge funds and large institutions have $25.8B invested in Southern Company in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 423 increasing their positions, 479 reducing their positions, and 95 closing their positions.
96% more call options, than puts
Call options by funds: $213M | Put options by funds: $109M
46% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 95
3% more funds holding
Funds holding: 1,182 → 1,213 (+31)
0% more capital invested
Capital invested by funds: $25.7B → $25.8B (+$85.4M)
0.94% less ownership
Funds ownership: 58.22% → 57.29% (-0.94%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
12% less repeat investments, than reductions
Existing positions increased: 423 | Existing positions reduced: 479
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$175M |
| 2 |
Renaissance Technologies
New York
|
+$160M |
| 3 |
State Street
Boston,
Massachusetts
|
+$126M |
| 4 |
BlackRock
New York
|
+$118M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$81.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$284M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$251M |
| 3 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$190M |
| 4 |
Goldman Sachs
New York
|
-$138M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$47M |
SO Hedge Fund Activity: Q4 2018 in Review
1,213 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2018, worth a combined $25.8B — up 0.33% from $25.7B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new SO positions and 95 closed out — a net gain of 44 holders — while 423 added to existing stakes and 479 trimmed.
The largest buyer was Vanguard Group, adding an estimated $175M. The largest seller was Franklin Resources, cutting an estimated $284M.
- 1,213 institutional investors held Southern Company (SO) as of Q4 2018, up from 1,182 in Q3 2018.
- Funds reported $25.8B of Southern Company stock for Q4 2018, up 0.33% quarter-over-quarter.
- 139 funds opened new Southern Company positions in Q4 2018 and 95 closed out, a net change of +44 holders.
- The largest Southern Company buyer in Q4 2018 was Vanguard Group, an estimated $175M added.
- The largest Southern Company seller in Q4 2018 was Franklin Resources, an estimated $284M sold.
Based on aggregated 13F filings for Q4 2018.