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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
ECM
776
Estabrook Capital Management
New York
$144K – – –
ST
777
Stifel Trust
Missouri
$143K -$30.2K -700 -17%
M
778
MOTCO
Texas
$143K -$6.89K -160 -4%
JEW
779
Jamison Eaton & Wood
New Jersey
$142K +$149K +3,450 New
Envestnet Asset Management
780
Envestnet Asset Management
Illinois
$139K +$98.3K +2,282 +207%
ITIM
781
Indiana Trust & Investment Management
Indiana
$136K +$142K +3,307 New
PSI
782
Pinnacle Summer Investments
Virginia
$134K – – –
AW
783
Alpha Windward
Massachusetts
$132K +$3.19K +74 +2%
WAM
784
Wolverine Asset Management
Illinois
$131K -$211K -4,900 -60%
ECM
785
ETrade Capital Management
Virginia
$128K +$50.4K +1,169 +60%
TF
786
Tompkins Financial
New York
$127K -$73.4K -1,705 -36%
PMFA
787
Plante Moran Financial Advisors
Michigan
$125K -$29.7K -690 -18%
PAS
788
Partnervest Advisory Services
California
$125K +$13.1K +303 +11%
LFR
789
Lehman Financial Resources
Pennsylvania
$123K +$25.8K +600 +25%
JIC
790
Joel Isaacson & Co
New York
$122K – – –
ARMC
791
American Research & Management Company
Massachusetts
$120K – – –
SC
792
StellarOne Corp
Virginia
$113K – – –
MAS
793
Madden Advisory Services
Florida
$113K +$23.7K +550 +25%
NYLT
794
New York Life Trust
New York
$111K -$1.25K -29 -1%
BC
795
Bartlett & Co
Ohio
$111K – – –
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K -$8.66K -201 -7%
AWMS
797
Advocacy Wealth Management Services
Georgia
$106K +$97.4K +2,260 +746%
MA
798
MCF Advisors
Kentucky
$102K +$3.7K +86 +4%
H
799
Hexavest
Quebec, Canada
$101K – – –
WCM
800
Windsor Capital Management
Arizona
$100K -$1.29K -30 -1%
30 31
32
33 34

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.