Southern Company
953 hedge funds and large institutions have $20.7B invested in Southern Company in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 414 increasing their positions, 308 reducing their positions, and 37 closing their positions.
256% more call options, than puts
Call options by funds: $534M | Put options by funds: $150M
122% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 37
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
34% more repeat investments, than reductions
Existing positions increased: 414 | Existing positions reduced: 308
8% more capital invested
Capital invested by funds: $19.2B → $20.7B (+$1.53B)
4% more funds holding
Funds holding: 912 → 953 (+41)
1.9% more ownership
Funds ownership: 49.17% → 51.07% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$229M |
| 2 |
State Street
Boston,
Massachusetts
|
+$164M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$81.1M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$80.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$62.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$234M |
| 2 |
JHC
JFB Holdings Corp
Atlanta,
Georgia
|
-$63.2M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$35.5M |
| 4 |
LBG
Lloyds Banking Group
London,
United Kingdom
|
-$32.1M |
| 5 |
JP Morgan Chase
New York
|
-$29.2M |
SO Hedge Fund Activity: Q2 2014 in Review
953 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2014, worth a combined $20.7B — up 8% from $19.2B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new SO positions and 37 closed out — a net gain of 45 holders — while 414 added to existing stakes and 308 trimmed.
The largest buyer was Norges Bank, adding an estimated $229M. The largest seller was Capital World Investors, exiting entirely with an estimated $234M sold.
- 953 institutional investors held Southern Company (SO) as of Q2 2014, up from 912 in Q1 2014.
- Funds reported $20.7B of Southern Company stock for Q2 2014, up 8% quarter-over-quarter.
- 82 funds opened new Southern Company positions in Q2 2014 and 37 closed out, a net change of +45 holders.
- The largest Southern Company buyer in Q2 2014 was Norges Bank, an estimated $229M added.
- The largest Southern Company seller in Q2 2014 was Capital World Investors, an estimated $234M sold.
Based on aggregated 13F filings for Q2 2014.