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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
HCM
851
Highlander Capital Management
New Jersey
$9.74K +$10.1K +220 New
FNBOO
852
First National Bank of Omaha
Nebraska
$9.46K +$9.85M +214,302 New
FBC
853
Fairfield, Bush & Co
Connecticut
$7K +$6.9K +150 New
CFSG
854
Community Financial Services Group
Vermont
$4K +$4.23K +92 New
JAM
855
Jolley Asset Management
North Carolina
$4K +$4.6K +100 New
SFS
856
Signator Financial Services
Massachusetts
$4K +$4.6K +100 New
TRCT
857
Tower Research Capital (TRC)
New York
$4K +$4.6K +100 New
UB
858
UMB Bank
Missouri
$1.55K +$1.61M +35,101 New
WSC
859
Wellington Shields & Co
New York
$558 +$582K +12,652 New
TCA
860
Tortoise Capital Advisors
Kansas
– +$506 +11 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.