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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
WC
701
Whitnell & Co
Illinois
$300K +$313K +6,805 New
AIA
702
Alerus Investment Advisors
Minnesota
$297K +$309K +6,724 New
ST
703
Smithfield Trust
Pennsylvania
$297K +$309K +6,730 New
WA
704
WealthTrust Axiom
Pennsylvania
$297K +$310K +6,746 New
NPF
705
Norris Perne & French
Michigan
$295K +$308K +6,693 New
NA
706
Navellier & Associates
Nevada
$294K +$306K +6,663 New
CCA
707
Cobblestone Capital Advisors
New York
$293K +$305K +6,640 New
SNT
708
Security National Trust
West Virginia
$291K +$303K +6,580 New
LM
709
Luminus Management
Texas
$291K +$303K +6,600 New
CWM
710
Concert Wealth Management
California
$289K +$301K +6,550 New
PRA
711
Parametric Risk Advisors
Connecticut
$288K +$300K +6,517 New
HIM
712
Hillsdale Investment Management
Ontario, Canada
$287K +$299K +6,500 New
FNBTCON
713
First National Bank & Trust Co of Newtown
Pennsylvania
$281K +$292K +6,353 New
ACA
714
Anchor Capital Advisors
Massachusetts
$280K +$292K +6,350 New
FMBTD
715
First Midwest Bank Trust Division
Illinois
$274K +$285K +6,205 New
FSA
716
Franklin Street Advisors
North Carolina
$272K +$284K +6,169 New
CP
717
Coho Partners
Pennsylvania
$271K +$282K +6,139 New
FFC
718
First Financial Corp
Indiana
$267K +$278K +6,041 New
RIL
719
Rothschild Investment LLC
Illinois
$266K +$277K +6,018 New
DWA
720
Douglass Winthrop Advisors
New York
$265K +$276K +6,000 New
SCM
721
Sterneck Capital Management
Missouri
$265K +$276K +6,000 New
CBT
722
Central Bank & Trust
Kentucky
$263K +$273K +5,933 New
WT
723
Whittier Trust
California
$260K +$270K +5,879 New
GF
724
Gerstein Fisher
New York
$260K +$271K +5,903 New
SAM
725
Silvercrest Asset Management
New York
$257K +$267K +5,805 New
27 28
29
30 31

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.