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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
GGPS
801
Gary Goldberg Planning Services
New York
$89K +$92.4K +2,010 New
SSG
802
Summit Securities Group
New York
$88K +$92K +2,000 New
WTC
803
WhitTier Trust Company
Nevada
$86K +$89.2K +1,940 New
ECM
804
ETrade Capital Management
Virginia
$86K +$89.3K +1,943 New
TFA
805
Transamerica Financial Advisors
Florida
$84K +$87.3K +1,898 New
TCM
806
TD Capital Management
Tennessee
$84K +$87.8K +1,910 New
LFG
807
LifePlan Financial Group
Ohio
$77K +$80.1K +1,741 New
CW
808
Cobiz Wealth
Colorado
$74K +$76.9K +1,672 New
BTS
809
BB&T Securities
Virginia
$73.1K +$7.61M +165,594 New
MAM
810
Mizuho Asset Management
Japan
$72K +$75.4K +1,639 New
HRIA
811
Haberer Registered Investment Advisor
Ohio
$69K +$72.4K +1,575 New
ACM
812
Antonetti Capital Management
Florida
$68K +$71.3K +1,550 New
MFBTD
813
MB Financial Bank - Trust Department
Illinois
$68K +$71.3K +1,551 New
JFA
814
JNBA Financial Advisors
Minnesota
$66K +$69K +1,500 New
LNB
815
Ledyard National Bank
$65K +$67.6K +1,471 New
LWCFA
816
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K +$67.8K +1,475 New
AIB
817
Allied Irish Banks
Ireland
$65K +$68.1K +1,480 New
SMA
818
Simply Money Advisors
Ohio
$65K +$68.1K +1,482 New
ST
819
SpiderRock Trading
Illinois
$61K – – –
ECAM
820
East Coast Asset Management
Massachusetts
$58K +$60.7K +1,321 New
FNBSF
821
First National Bank Sioux Falls
South Dakota
$58K +$60.9K +1,325 New
TWA
822
TCI Wealth Advisors
Arizona
$50K +$52.6K +1,143 New
Envestnet Asset Management
823
Envestnet Asset Management
Illinois
$49K +$50.6K +1,100 New
BOK
824
Bank of Kentucky
Kentucky
$44K +$46K +1,000 New
FBT
825
Founders Bank & Trust
Michigan
$42K +$44K +957 New
31 32
33
34 35

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.