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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
SCM
751
Sterneck Capital Management
Missouri
$206K -$43.1K -1,000 -17%
FHB
752
First Hawaiian Bank
Hawaii
$205K +$81.4K +1,890 +61%
AT
753
Arvest Trust
Oklahoma
$204K -$7.41K -172 -3%
RNS
754
Robert N. Shapiro
$203K +$258 +6 +0.1%
LBC
755
Lowe Brockenbrough & Co
Virginia
$203K +$6.46K +150 +3%
ST
756
Sentinel Trust
Texas
$202K -$5.99K -139 -3%
LCM
757
Laurion Capital Management
New York
$202K +$211K +4,900 New
GT
758
Greenleaf Trust
Michigan
$200K -$33K -766 -14%
HPBT
759
High Point Bank & Trust
North Carolina
$199K +$13.5K +314 +7%
NYLIM
760
New York Life Investment Management
New York
$198K – – –
KPCM
761
Kings Point Capital Management
New York
$192K – – –
OIA
762
Optimum Investment Advisors
Illinois
$189K +$198K +4,596 New
ST
763
Spot Trading
Illinois
$183K -$252K -5,855 -57%
AssetMark Inc
764
AssetMark Inc
California
$180K +$188K +4,374 New
NES
765
New England Securities
New York
$177K -$775 -18 -0.4%
ST
766
Smithfield Trust
Pennsylvania
$169K -$113K -2,630 -39%
SAMC
767
Shinko Asset Management Company
Japan
$169K -$8.62K -200 -5%
DBT
768
Dubuque Bank & Trust
Iowa
$169K – – –
FMP
769
Financial Management Professionals
Texas
$165K – – –
FMLI
770
Fukoku Mutual Life Insurance
Japan
$165K – – –
MI
771
Mercer Investments
Massachusetts
$159K +$166K +3,859 New
OSNBOA
772
Old Second National Bank of Aurora
Illinois
$157K +$603 +14 +0.4%
MCM
773
Manchester Capital Management
Vermont
$154K -$14K -324 -8%
EFSCE
774
Enterprise Financial Services Corp (EFSC)
Missouri
$151K +$14.6K +338 +10%
FBT
775
Founders Bank & Trust
Michigan
$146K +$111K +2,588 +270%
29 30
31
32 33

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.