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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
CWM
751
Cabot Wealth Management
Massachusetts
$227K +$236K +5,136 New
AT
752
Arvest Trust
Oklahoma
$227K +$236K +5,137 New
SAM
753
Smithbridge Asset Management
Pennsylvania
$225K +$235K +5,100 New
DAC
754
Dividend Assets Capital
South Carolina
$225K +$235K +5,109 New
AP
755
Advisor Partners
California
$224K +$233K +5,069 New
ST
756
Sentinel Trust
Texas
$222K +$232K +5,041 New
RNS
757
Robert N. Shapiro
$218K +$227K +4,931 New
VNA
758
VNBTrust National Association
Virginia
$217K +$227K +4,935 New
DJSG
759
D.J. St. Germain
Massachusetts
$215K +$224K +4,865 New
NYLIM
760
New York Life Investment Management
New York
$212K +$221K +4,800 New
HVIA
761
Hudson Valley Investment Advisors
New York
$212K +$221K +4,801 New
PFC
762
Phocas Financial Corp
California
$212K +$221K +4,810 New
LBC
763
Lowe Brockenbrough & Co
Virginia
$211K +$220K +4,779 New
TF
764
Tompkins Financial
New York
$211K +$220K +4,784 New
WI
765
Wedgewood Investors
Pennsylvania
$210K +$219K +4,765 New
KPCM
766
Kings Point Capital Management
New York
$206K +$214K +4,660 New
IIC
767
Ironwood Investment Counsel
Arizona
$203K +$212K +4,600 New
NI
768
Numeric Investors
Massachusetts
$203K +$212K +4,600 New
Verition Fund Management
769
Verition Fund Management
Connecticut
$202K +$211K +4,586 New
TSWM
770
Triangle Securities Wealth Management
North Carolina
$200K +$208K +4,522 New
HPBT
771
High Point Bank & Trust
North Carolina
$199K +$208K +4,518 New
SAMC
772
Shinko Asset Management Company
Japan
$190K +$198K +4,300 New
NES
773
New England Securities
New York
$190K +$198K +4,315 New
ST
774
Stifel Trust
Missouri
$184K +$191K +4,160 New
DBT
775
Dubuque Bank & Trust
Iowa
$181K +$188K +4,093 New
29 30
31
32 33

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.