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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
CIBC World Market
601
CIBC World Market
Ontario, Canada
$491K +$512K +11,133 New
PAI
602
Pittenger & Anderson Inc
Nebraska
$490K +$510K +11,095 New
WRM
603
Westport Resources Management
Connecticut
$489K +$510K +11,080 New
RCAG
604
Rehmann Capital Advisory Group
Michigan
$486K +$506K +11,005 New
HCM
605
Howland Capital Management
Massachusetts
$484K +$504K +10,960 New
QIM
606
Quantitative Investment Management
Virginia
$481K +$501K +10,900 New
MCM
607
MAI Capital Management
Ohio
$481K +$501K +10,904 New
NCMG
608
NCM Capital Management Group
North Carolina
$478K +$498K +10,835 New
GCA
609
Greenwood Capital Associates
South Carolina
$473K +$493K +10,722 New
PL
610
Perpetual Ltd
Australia
$473K +$493K +10,728 New
RFA
611
Reilly Financial Advisors
California
$473K +$499K +10,841 New
AWCI
612
Alpine Woods Capital Investors
New York
$472K +$492K +10,700 New
OMCS
613
Old Mutual Customised Solutions
South Africa
$472K +$492K +10,700 New
TCM
614
Twin Capital Management
Pennsylvania
$472K +$492K +10,700 New
ASN
615
Advisory Services Network
Georgia
$471K +$491K +10,679 New
SACTSONJ
616
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$469K +$489K +10,631 New
NPC
617
National Planning Corporation
California
$467K +$489K +10,639 New
GJIC
618
Gamble Jones Investment Counsel
California
$465K +$485K +10,542 New
SIG
619
Schaller Investment Group
North Carolina
$463K +$482K +10,482 New
GLI
620
Guardian Life Insurance
New York
$461K +$481K +10,455 New
HCMNY
621
Howard Capital Management (New York)
New York
$460K +$479K +10,416 New
VCM
622
Violich Capital Management
California
$459K +$479K +10,407 New
CWP
623
Capital Wealth Planning
Florida
$456K +$475K +10,327 New
SHA
624
Smith Hayes Advisers
Nebraska
$454K +$473K +10,283 New
ST
625
Spot Trading
Illinois
$454K +$473K +10,289 New
23 24
25
26 27

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.