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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
RA
826
Rational Advisors
New York
$37K +$39K +848 New
MIC
827
MU Investments Company
Japan
$35K +$36.8K +800 New
WF
828
WealthTrust Fairport
Ohio
$35K +$36.8K +800 New
HI
829
Hudock Inc
Pennsylvania
$33K +$34.5K +750 New
AC
830
Alexandria Capital
Virginia
$32K +$33.2K +721 New
Jones Financial Companies
831
Jones Financial Companies
Missouri
$32K +$33.2K +721 New
NAMA
832
Nikko Asset Management Americas
New York
$31K +$32.2K +700 New
SFSIG
833
San Francisco Sentry Investment Group
California
$31K +$32.2K +700 New
KTC
834
Kistler-Tiffany Companies
Pennsylvania
$31K +$32.6K +709 New
MWP
835
MYCIO Wealth Partners
Pennsylvania
$29K +$30.4K +661 New
EP
836
Edinburgh Partners
United Kingdom
$28K +$29K +631 New
AA
837
Apriem Advisors
California
$22K +$23K +500 New
BWFA
838
Baltimore-Washington Financial Advisors
Maryland
$22K +$23K +500 New
GI
839
Gradient Investments
Minnesota
$22K +$23K +500 New
AIP
840
Advanced Investment Partners
Florida
$21K +$22.3K +486 New
WCM
841
Westend Capital Management
California
$20K +$20.7K +450 New
PFO
842
Pathstone Family Office
New Jersey
$18K +$18.4K +400 New
WA
843
WealthTrust-Arizona
Arizona
$16K +$16.3K +355 New
AFC
844
AFT Forsyth & Company
Florida
$15K +$16.1K +350 New
Thrivent Financial for Lutherans
845
Thrivent Financial for Lutherans
Minnesota
$14.5K +$15.1M +328,100 New
CCM
846
Chilton Capital Management
Texas
$14K +$14.8K +322 New
AA
847
AlphaMark Advisors
Kentucky
$13K +$13.6K +295 New
WCM
848
Wealthcare Capital Management
Virginia
$13K +$13.8K +300 New
AWMS
849
Advocacy Wealth Management Services
Georgia
$13K +$13.9K +303 New
Twin Tree Management
850
Twin Tree Management
Texas
$12K +$12.7K +276 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.