Southern Company
1,028 hedge funds and large institutions have $20B invested in Southern Company in 2015 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 428 increasing their positions, 370 reducing their positions, and 80 closing their positions.
52% more call options, than puts
Call options by funds: $204M | Put options by funds: $135M
16% more repeat investments, than reductions
Existing positions increased: 428 | Existing positions reduced: 370
0% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 80
1% less funds holding
Funds holding: 1,040 → 1,028 (-12)
2.2% less ownership
Funds ownership: 51.85% → 49.66% (-2.2%)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
16% less capital invested
Capital invested by funds: $24B → $20B (-$3.94B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$101M |
| 2 |
AI
Analytic Investors
Los Angeles,
California
|
+$38M |
| 3 |
Citigroup
New York
|
+$32.7M |
| 4 |
Goldman Sachs
New York
|
+$31.6M |
| 5 |
T
TOBAM
Paris,
France
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$1.02B |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$207M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$190M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$104M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$97.2M |
SO Hedge Fund Activity: Q1 2015 in Review
1,028 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2015, worth a combined $20B — down 16% from $24B a quarter earlier.
Fund positioning in SO was balanced in Q1 2015: 80 funds opened new positions, 80 closed out, 428 added to existing stakes and 370 trimmed.
The largest buyer was OppenheimerFunds, opening a new position worth an estimated $101M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.02B sold.
- 1,028 institutional investors held Southern Company (SO) as of Q1 2015, down from 1,040 in Q4 2014.
- Funds reported $20B of Southern Company stock for Q1 2015, down 16% quarter-over-quarter.
- 80 funds opened new Southern Company positions in Q1 2015 and 80 closed out, a net change of 0 holders.
- The largest Southern Company buyer in Q1 2015 was OppenheimerFunds, an estimated $101M added.
- The largest Southern Company seller in Q1 2015 was Americafirst Capital Management, an estimated $1.02B sold.
Based on aggregated 13F filings for Q1 2015.