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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
TFA
801
Transamerica Financial Advisors
Florida
$95K +$16.8K +391 +21%
QCMC
802
Quantum Capital Management (California)
California
$95K +$99.1K +2,300 New
IMS
803
Index Management Solutions
Pennsylvania
$92K +$96.7K +2,244 New
SSG
804
Summit Securities Group
New York
$82K – – –
WTC
805
WhitTier Trust Company
Nevada
$80K – – –
MWAM
806
Mariner Wealth Advisors (Madison)
Kansas
$74K +$77.5K +1,800 New
LFG
807
LifePlan Financial Group
Ohio
$72K – – –
TCM
808
TD Capital Management
Tennessee
$71K -$7.8K -181 -9%
HRIA
809
Haberer Registered Investment Advisor
Ohio
$69K +$4.78K +111 +7%
MAM
810
Mizuho Asset Management
Japan
$67K – – –
BOK
811
Bank of Kentucky
Kentucky
$67K +$27K +627 +63%
ACM
812
Antonetti Capital Management
Florida
$64K – – –
JFA
813
JNBA Financial Advisors
Minnesota
$62K – – –
SFS
814
Signator Financial Services
Massachusetts
$62K +$60.3K +1,400 +1,400%
LNB
815
Ledyard National Bank
$61K – – –
LWCFA
816
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K – – –
MFBTD
817
MB Financial Bank - Trust Department
Illinois
$60K -$4.31K -100 -6%
AIB
818
Allied Irish Banks
Ireland
$60K – – –
Manulife (Manufacturers Life Insurance)
819
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.5K +$1.51M +34,977 +3%
FNBSF
820
First National Bank Sioux Falls
South Dakota
$55K – – –
SHWM
821
Smith & Howard Wealth Management
Georgia
$51K -$43.1K -1,000 -45%
FWM
822
Focused Wealth Management
New York
$49K +$51.5K +1,195 New
TWA
823
TCI Wealth Advisors
Arizona
$47K – – –
KTC
824
Kistler-Tiffany Companies
Pennsylvania
$45K +$16.4K +381 +54%
MIC
825
MU Investments Company
Japan
$33K – – –
31 32
33
34 35

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.