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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
FHC
651
First Heartland Consultants
Missouri
$409K +$426K +9,271 New
AIC
652
Aurora Investment Counsel
Georgia
$408K +$435K +9,468 New
TCOT
653
Trust Company of Toledo
Ohio
$405K +$422K +9,170 New
EWM
654
Evercore Wealth Management
New York
$403K +$421K +9,150 New
DAM
655
Delta Asset Management
Tennessee
$398K +$414K +9,011 New
CK
656
Cohen Klingenstein
New York
$397K +$414K +9,000 New
EHWM
657
Eads & Heald Wealth Management
Georgia
$395K +$412K +8,950 New
TTWM
658
TCV Trust & Wealth Management
Virginia
$395K +$412K +8,960 New
PMG
659
ProVise Management Group
Florida
$393K +$410K +8,920 New
GC
660
Grimes & Company
Massachusetts
$388K +$404K +8,782 New
SAA
661
Southeast Asset Advisors
Georgia
$384K +$400K +8,695 New
ST
662
Sabal Trust
Florida
$381K +$396K +8,619 New
UBWV
663
United Bank (West Virginia)
West Virginia
$381K +$397K +8,632 New
GLRA
664
Gerald L. Ray & Associates
Texas
$381K +$398K +8,650 New
MAA
665
Mraz Amerine & Associates
California
$374K +$389K +8,466 New
RMCM
666
Reynders McVeigh Capital Management
Massachusetts
$370K +$385K +8,377 New
FA
667
FDx Advisors
Illinois
$370K +$386K +8,392 New
ACM
668
Aviance Capital Management
Florida
$369K +$384K +8,355 New
WP
669
WMS Partners
Maryland
$369K +$385K +8,367 New
CHJWM
670
Carlton Hofferkamp & Jenks Wealth Management
Texas
$366K +$382K +8,299 New
BTW
671
Boston Trust Walden
Massachusetts
$366K +$382K +8,300 New
HR
672
Howe & Rusling
New York
$364K +$379K +8,242 New
BC
673
Barnett & Company
Tennessee
$364K +$379K +8,247 New
CPSAC
674
Chas P. Smith & Associates (CPS)
Florida
$358K +$373K +8,122 New
RIA
675
Regal Investment Advisors
Michigan
$357K +$372K +8,084 New
25 26
27
28 29

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.