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Southern Company
SO

859 hedge funds and large institutions have $17.4B invested in Southern Company in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 355 increasing their positions, 315 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $185M | Put options by funds: $118M

17% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 46

13% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 315

1.09% more ownership

Funds ownership: 46.39% → 47.48% (+1.1%)

0% more funds holding

Funds holding: 858 → 859 (+1)

4% less capital invested

Capital invested by funds: $18.1B → $17.4B (-$717M)

36% less funds holding in top 10

Funds holding in top 10: 14 → 9 (-5)

Holders
859
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
27.85%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.29%
New
54
Increased
355
Reduced
315
Closed
46
Calls
$185M
Puts
$118M
Net Calls
+$66.4M
Net Calls Change
-$8.83M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$182M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$109M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$71.9M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$63.3M
5
Franklin Resources
Franklin Resources
California
+$55M

Top Sellers

1
EA
Euclid Advisors
Connecticut
-$56.6M
2
Cohen & Steers
Cohen & Steers
New York
-$50.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$39.4M
4
SG Americas Securities
SG Americas Securities
New York
-$34.2M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$33.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
726
WealthTrust Axiom
Pennsylvania
$245K -$33.6K -780 -12%
FTI
727
Fiduciary Trust International
Massachusetts
$245K +$256K +5,943 New
CBT
728
Central Bank & Trust
Kentucky
$244K – – –
WT
729
Whittier Trust
California
$242K – – –
PFS
730
Prospera Financial Services
Texas
$241K -$1.84M -42,779 -88%
BAM
731
Burnham Asset Management
New York
$240K – – –
YIA
732
YHB Investment Advisors
Connecticut
$240K – – –
AP
733
Advisor Partners
California
$240K +$32.2K +748 +15%
AIA
734
Alerus Investment Advisors
Minnesota
$235K -$43.3K -1,005 -15%
LI
735
LMCG Investments
Massachusetts
$235K +$15.1K +350 +7%
CCG
736
Chatham Capital Group
Georgia
$234K – – –
VF
737
Virtu Financial
New York
$233K +$243K +5,646 New
HFM
738
Hartford Financial Management
Connecticut
$228K -$436K -10,121 -65%
BIM
739
Bridges Investment Management
Nebraska
$227K – – –
SAM
740
Silvercrest Asset Management
New York
$223K -$17.2K -400 -7%
PP
741
Prudential plc
United Kingdom
$223K – – –
IFB
742
iAB Financial Bank
Indiana
$222K – – –
CCM
743
Compton Capital Management
Rhode Island
$221K – – –
HC
744
Hourglass Capital
Texas
$221K – – –
SAS
745
Spectrum Advisory Services
Georgia
$221K – – –
MAM
746
Mastrapasqua Asset Management
Tennessee
$220K – – –
OWP
747
Obermeyer Wealth Partners
Colorado
$219K – – –
1SB
748
1ST Source Bank
Indiana
$216K – – –
DAC
749
Dividend Assets Capital
South Carolina
$210K – – –
SAM
750
Smithbridge Asset Management
Pennsylvania
$210K – – –
28 29
30
31 32

SO Hedge Fund Activity: Q3 2013 in Review

859 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2013, worth a combined $17.4B — down 4% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SO positions and 46 closed out — a net gain of 8 holders — while 355 added to existing stakes and 315 trimmed.

The largest buyer was Barclays, adding an estimated $182M. The largest seller was Euclid Advisors, exiting entirely with an estimated $56.6M sold.

  • 859 institutional investors held Southern Company (SO) as of Q3 2013, up from 858 in Q2 2013.
  • Funds reported $17.4B of Southern Company stock for Q3 2013, down 4% quarter-over-quarter.
  • 54 funds opened new Southern Company positions in Q3 2013 and 46 closed out, a net change of +8 holders.
  • The largest Southern Company buyer in Q3 2013 was Barclays, an estimated $182M added.
  • The largest Southern Company seller in Q3 2013 was Euclid Advisors, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2013.