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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
WF
826
WealthTrust Fairport
Ohio
$33K – – –
FAM
827
Formidable Asset Management
Ohio
$33K +$34.5K +800 New
Jones Financial Companies
828
Jones Financial Companies
Missouri
$32K +$2.33K +54 +7%
TF
829
Trutina Financial
Washington
$31K +$32K +742 New
AC
830
Alexandria Capital
Virginia
$30K – – –
SFSIG
831
San Francisco Sentry Investment Group
California
$29K – – –
MWP
832
MYCIO Wealth Partners
Pennsylvania
$27K – – –
HR
833
Howe & Rusling
New York
$26K -$328K -7,615 -92%
EP
834
Edinburgh Partners
United Kingdom
$26K – – –
AA
835
Apriem Advisors
California
$21K – – –
BWFA
836
Baltimore-Washington Financial Advisors
Maryland
$21K – – –
EWM
837
Elite Wealth Management
Washington
$21K +$21.5K +500 New
GI
838
Gradient Investments
Minnesota
$19K -$2.07K -48 -10%
WP
839
Westend Partners
California
$19K +$19.4K +450 New
PFO
840
Pathstone Family Office
New Jersey
$16K – – –
WA
841
WealthTrust-Arizona
Arizona
$15K – – –
AFC
842
AFT Forsyth & Company
Florida
$14K – – –
AA
843
AlphaMark Advisors
Kentucky
$12K – – –
WCM
844
Wealthcare Capital Management
Virginia
$12K – – –
CCM
845
Chilton Capital Management
Texas
$11.4K -$1.94K -45 -14%
Group One Trading
846
Group One Trading
Illinois
$11K +$11.8K +275 New
HCM
847
Highlander Capital Management
New Jersey
$9.09K – – –
TCM
848
Tributary Capital Management
Nebraska
$8K -$2.75M -63,800 -100%
FBC
849
Fairfield, Bush & Co
Connecticut
$8K +$2.15K +50 +33%
SFPIA
850
Stevens First Principles Investment Advisors
California
$6K +$5.77K +134 New
32 33
34
35 36

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.