We are live on ! Find out more
SO icon

Southern Company
SO

1,040 hedge funds and large institutions have $24B invested in Southern Company in 2014 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 381 increasing their positions, 359 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 32

80% more funds holding in top 10

Funds holding in top 10: 10 → 18 (+8)

33% more call options, than puts

Call options by funds: $393M | Put options by funds: $296M

21% more capital invested

Capital invested by funds: $19.8B → $24B (+$4.2B)

13% more funds holding

Funds holding: 924 → 1,040 (+116)

1.36% more ownership

Funds ownership: 50.49% → 51.85% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 359

Holders
1,040
Holders Change
+116
Holders Change %
+12.55%
% of All Funds
27.73%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
158
Increased
381
Reduced
359
Closed
32
Calls
$393M
Puts
$296M
Net Calls
+$96.7M
Net Calls Change
-$30.2M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$162M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$160M
3
BFA
BlackRock Fund Advisors
California
+$125M
4
EA
Euclid Advisors
Connecticut
+$100M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$94.3M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$307M
2
AAMU
Amundi Asset Management US
Massachusetts
-$74.9M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$66.3M
4
EIP
Energy Income Partners
Connecticut
-$65M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$47.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
901
Cerity Partners OCIO
New York
$219K +$210K +4,453 New
YP
902
Yellowstone Partners
Idaho
$218K +$210K +4,448 New
HCM
903
Howland Capital Management
Massachusetts
$217K -$7.79K -165 -4%
FIM
904
Frontier Investment Management
Texas
$216K +$264K +5,590 New
GIM
905
Greylin Investment Management
Virginia
$214K +$205K +4,350 New
SS
906
Sunbelt Securities
Texas
$214K +$206K +4,366 New
IIC
907
Ironwood Investment Counsel
Arizona
$211K +$203K +4,300 New
WKWM
908
Walter & Keenan Wealth Management
Indiana
$211K +$203K +4,300 New
PSI
909
Pinnacle Summer Investments
Virginia
$210K -$4.3K -91 -2%
MCM
910
Manchester Capital Management
Vermont
$209K – – –
FWCM
911
Ferguson Wellman Capital Management
Oregon
$209K +$201K +4,256 New
BSB
912
Bangor Savings Bank
Maine
$209K +$201K +4,260 New
ACS
913
Archford Capital Strategies
Illinois
$208K +$61.2K +1,297 +44%
WCM
914
Weatherstone Capital Management
Colorado
$207K +$196K +4,153 New
FCB
915
First Citizens Bancorporation
South Carolina
$203K +$195K +4,125 New
FI
916
FormulaFolio Investments
Michigan
$203K +$195K +4,125 New
OSNBOA
917
Old Second National Bank of Aurora
Illinois
$202K – – –
WB
918
Webster Bank
Connecticut
$202K +$194K +4,104 New
SCA
919
Stillwater Capital Advisors
Pennsylvania
$202K +$194K +4,113 New
SAM
920
Smithbridge Asset Management
Pennsylvania
$201K +$194K +4,100 New
MGIA
921
Moneta Group Investment Advisors
Missouri
$200K -$36.2K -767 -16%
RW
922
Rand Wealth
Maryland
$200K +$181K +3,835 New
RP
923
Rowlandmiller & Partners
Georgia
$197K +$189K +4,009 New
FMP
924
Financial Management Professionals
Texas
$196K – – –
MCA
925
Mercer Capital Advisers
New Jersey
$196K +$189K +4,001 New
35 36
37
38 39

SO Hedge Fund Activity: Q4 2014 in Review

1,040 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2014, worth a combined $24B — up 21% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new SO positions and 32 closed out — a net gain of 126 holders — while 381 added to existing stakes and 359 trimmed.

The largest buyer was State Street, adding an estimated $162M. The largest seller was Franklin Resources, cutting an estimated $307M.

  • 1,040 institutional investors held Southern Company (SO) as of Q4 2014, up from 924 in Q3 2014.
  • Funds reported $24B of Southern Company stock for Q4 2014, up 21% quarter-over-quarter.
  • 158 funds opened new Southern Company positions in Q4 2014 and 32 closed out, a net change of +126 holders.
  • The largest Southern Company buyer in Q4 2014 was State Street, an estimated $162M added.
  • The largest Southern Company seller in Q4 2014 was Franklin Resources, an estimated $307M sold.

Based on aggregated 13F filings for Q4 2014.