We are live on ! Find out more
SO icon

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
YIA
726
YHB Investment Advisors
Connecticut
$257K +$268K +5,823 New
BAM
727
Burnham Asset Management
New York
$257K +$268K +5,829 New
SCM
728
Southport Capital Management
Tennessee
$255K +$266K +5,777 New
CCG
729
Chatham Capital Group
Georgia
$251K +$261K +5,682 New
VAM
730
Visium Asset Management
New York
$248K +$258K +5,608 New
GT
731
Greenleaf Trust
Michigan
$248K +$259K +5,629 New
AL
732
Airain Ltd
Guernsey
$245K +$255K +5,546 New
BIM
733
Bridges Investment Management
Nebraska
$242K +$253K +5,500 New
FANJ
734
Financial Architects (New Jersey)
New Jersey
$241K +$252K +5,483 New
PP
735
Prudential plc
United Kingdom
$239K +$249K +5,413 New
IFB
736
iAB Financial Bank
Indiana
$238K +$248K +5,400 New
WDA
737
Wendell David Associates
New Hampshire
$238K +$248K +5,400 New
SAS
738
Spectrum Advisory Services
Georgia
$237K +$246K +5,360 New
CCM
739
Compton Capital Management
Rhode Island
$237K +$247K +5,364 New
HC
740
Hourglass Capital
Texas
$237K +$247K +5,370 New
LI
741
LMCG Investments
Massachusetts
$236K +$246K +5,350 New
MAM
742
Mastrapasqua Asset Management
Tennessee
$236K +$246K +5,350 New
CG
743
Clinton Group
New York
$235K +$244K +5,316 New
OWP
744
Obermeyer Wealth Partners
Colorado
$235K +$245K +5,320 New
WJA
745
Williams Jones & Associates
New York
$235K +$245K +5,325 New
1SB
746
1ST Source Bank
Indiana
$232K +$241K +5,249 New
NCM
747
Novare Capital Management
North Carolina
$229K +$238K +5,185 New
Parallax Volatility Advisers
748
Parallax Volatility Advisers
California
$228K +$237K +5,159 New
CBB
749
Citizens Business Bank
California
$228K +$238K +5,167 New
HW
750
Hancock Whitney
Mississippi
$228K +$238K +5,168 New
28 29
30
31 32

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.