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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
NIM
851
NuWave Investment Management
New Jersey
$5K +$5.04K +117 New
CL
852
CFS LLC
Oklahoma
$5K +$5.38K +125 New
CFSG
853
Community Financial Services Group
Vermont
$4K – – –
JAM
854
Jolley Asset Management
North Carolina
$4K – – –
AFIA
855
America First Investment Advisors
Nebraska
$4K +$4.31K +100 New
EFS
856
Essex Financial Services
Connecticut
$2.22K -$393K -9,114 -14%
HCC
857
Hirtle Callaghan & Co
Pennsylvania
$2K +$2.15K +50 New
UB
858
UMB Bank
Missouri
$1.37K -$76K -1,764 -5%
CCT
859
Capital City Trust
Florida
$202 +$99.3K +2,306 +89%
EA
860
Euclid Advisors
Connecticut
– -$56.6M -1,283,550 Closed
Cohen & Steers
861
Cohen & Steers
New York
– -$50.1M -1,134,514 Closed
T
862
TOBAM
France
– -$14.5M -329,519 Closed
AC
863
Allstate Corporation
Illinois
– -$14.4M -326,380 Closed
SCM
864
Symons Capital Management
Pennsylvania
– -$13.1M -296,709 Closed
Capital Fund Management (CFM)
865
Capital Fund Management (CFM)
France
– -$8.24M -191,327 Closed
NMERB
866
New Mexico Educational Retirement Board
New Mexico
– -$6.1M -138,137 Closed
FLII
867
First Long Island Investors
New York
– -$5.26M -119,222 Closed
HT
868
HAP Trading
New York
– -$3.14M -71,150 Closed
Arrowstreet Capital
869
Arrowstreet Capital
Massachusetts
– -$2.13M -48,309 Closed
SCM
870
Stux Capital Management
New York
– -$1.74M -39,500 Closed
CM
871
Churchill Management
California
– -$1.39M -31,390 Closed
YMRC
872
Yorktown Management & Research Company
Virginia
– -$1.15M -26,000 Closed
CCM
873
Carderock Capital Management
Maryland
– -$868K -19,671 Closed
CC
874
Cipher Capital
New York
– -$745K -16,872 Closed
CIM
875
CIM Investment Management
Pennsylvania
– -$706K -16,003 Closed
33 34
35
36 37

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.