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Southern Company

1,319 hedge funds and large institutions have $38.6B invested in Southern Company in 2019 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 494 increasing their positions, 491 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $456M | Put options by funds: $224M

98% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 2030 (+10)

13% more capital invested

Capital invested by funds: $34B → $38.6B (+$4.58B)

4% more funds holding

Funds holding: 1,2731,319 (+46)

0.61% more ownership

Funds ownership: 59.18%59.79% (+0.61%)

1% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 491

Holders
1,319
Holders Change
+46
Holders Change %
+3.61%
% of All Funds
28.93%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.66%
New
105
Increased
494
Reduced
491
Closed
53
Calls
$456M
Puts
$224M
Net Calls
+$232M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$101M +$7.62M +131,542 +9%
Wellington Management Group
52
Wellington Management Group
Massachusetts
$100M -$4.75M -81,914 -5%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$99.6M -$11.7M -202,688 -11%
PAM
54
Panagora Asset Management
Massachusetts
$98.7M +$58.8M +1,014,047 +174%
Principal Financial Group
55
Principal Financial Group
Iowa
$95.4M +$1.14M +19,609 +1%
JP Morgan Chase
56
JP Morgan Chase
New York
$95.3M +$25.7M +444,229 +40%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$94.6M +$2.37M +40,912 +3%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$90.2M +$480K +8,273 +0.6%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$81.1M +$5.95M +102,674 +8%
Barclays
60
Barclays
United Kingdom
$74.2M -$22.4M -385,681 -24%
National Pension Service
61
National Pension Service
South Korea
$73.8M +$3.19M +55,030 +5%
AQR Capital Management
62
AQR Capital Management
Connecticut
$70M +$2.08M +35,898 +3%
SG Americas Securities
63
SG Americas Securities
New York
$68M +$38.1M +658,082 +148%
Robeco Institutional Asset Management
64
Robeco Institutional Asset Management
Netherlands
$67.5M +$9.86M +170,174 +18%
WHRC
65
W.H. Reaves & Co
New Jersey
$66.8M -$19.1M -329,348 -23%
Victory Capital Management
66
Victory Capital Management
Texas
$65.8M +$59M +1,018,114 +2,160%
ORIO
67
Old Republic International (ORI)
Illinois
$65.4M -$2.78M -48,000 -4%
ZIM
68
Zacks Investment Management
Illinois
$61.6M +$1.09M +18,751 +2%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$60.8M -$3.65K -63 -0%
CCMG
70
Clark Capital Management Group
Pennsylvania
$59.8M +$45.9M +792,044 +450%
AAMU
71
Amundi Asset Management US
Massachusetts
$58.7M +$12.1M +208,673 +28%
Korea Investment Corp
72
Korea Investment Corp
South Korea
$57.1M +$22.3M +384,800 +71%
CA
73
Cortland Advisers
Delaware
$56.9M
ELC
74
Edgar Lomax Company
Virginia
$56.1M -$597K -10,300 -1%
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$54.6M +$217K +3,748 +0.4%

SO Hedge Fund Activity: Q3 2019 in Review

1,319 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2019, worth a combined $38.6B — up 13% from $34B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SO positions and 53 closed out — a net gain of 52 holders — while 494 added to existing stakes and 491 trimmed.

The largest buyer was BlackRock, adding an estimated $140M. The largest seller was Federated Hermes, cutting an estimated $158M.

  • 1,319 institutional investors held Southern Company (SO) as of Q3 2019, up from 1,273 in Q2 2019.
  • Funds reported $38.6B of Southern Company stock for Q3 2019, up 13% quarter-over-quarter.
  • 105 funds opened new Southern Company positions in Q3 2019 and 53 closed out, a net change of +52 holders.
  • The largest Southern Company buyer in Q3 2019 was BlackRock, an estimated $140M added.
  • The largest Southern Company seller in Q3 2019 was Federated Hermes, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2019.