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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
Acadian Asset Management
76
Acadian Asset Management
Massachusetts
$42M +$43.8M +951,899 New
Barclays
77
Barclays
United Kingdom
$41.3M +$43M +935,614 New
WHG
78
Westwood Holdings Group
Texas
$41.1M +$42.8M +930,650 New
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$37.8M +$39.4M +855,817 New
EVM
80
Eaton Vance Management
Massachusetts
$35.8M +$37.3M +810,290 New
Chevy Chase Trust
81
Chevy Chase Trust
Maryland
$34.6M +$36.1M +784,813 New
PI
82
PGGM Investments
Netherlands
$34M +$35.4M +770,420 New
CA
83
Commerzbank Aktiengesellschaft
Germany
$33.8M +$35.2M +766,301 New
N
84
Nuveen
North Carolina
$33.3M +$34.7M +755,099 New
SONJCPFA
85
State of New Jersey Common Pension Fund A
New Jersey
$32.7M +$34.1M +741,000 New
SF
86
Synovus Financial
Georgia
$32.5M +$33.8M +735,720 New
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.4M +$33.7M +733,602 New
SB
88
Suntrust Banks
Georgia
$32.4M +$33.7M +733,312 New
USAA
89
United Services Automobile Association
Texas
$31.2M +$32.5M +706,211 New
GC
90
Guggenheim Capital
Illinois
$30.1M +$31.4M +682,493 New
MAM
91
Magellan Asset Management
Australia
$29.9M +$31.1M +676,801 New
TA
92
Teachers Advisors
New York
$29.8M +$31.1M +676,054 New
ARC
93
Absolute Return Capital
Massachusetts
$29M +$30.2M +657,561 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$28.8M +$30M +652,064 New
Ameriprise
95
Ameriprise
Minnesota
$27.7M +$28.9M +628,614 New
GF
96
Gabelli Funds
New York
$27.3M +$28.4M +618,000 New
VRS
97
Virginia Retirement Systems
Virginia
$26.7M +$27.8M +604,020 New
KBC Group
98
KBC Group
Belgium
$26.5M +$27.6M +601,042 New
Robeco Institutional Asset Management
99
Robeco Institutional Asset Management
Netherlands
$24.5M +$25.6M +556,124 New
ASRS
100
Arizona State Retirement System
Arizona
$24.4M +$25.5M +553,860 New
2 3
4
5 6

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.