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Southern Company

887 hedge funds and large institutions have $17.4B invested in Southern Company in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 330 increasing their positions, 357 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

39% more call options, than puts

Call options by funds: $213M | Put options by funds: $153M

3% more funds holding

Funds holding: 859887 (+28)

0.48% more ownership

Funds ownership: 47.48%47.96% (+0.48%)

0% less capital invested

Capital invested by funds: $17.4B → $17.4B (-$14.9M)

8% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 357

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
887
Holders Change
+28
Holders Change %
+3.26%
% of All Funds
25.75%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.15%
New
98
Increased
330
Reduced
357
Closed
59
Calls
$213M
Puts
$153M
Net Calls
+$59.2M
Net Calls Change
-$7.14M
Name Holding Trade Value Shares
Change
Change in
Stake
WHRC
76
W.H. Reaves & Co
New Jersey
$36.5M -$14.9M -360,335 -29%
Dimensional Fund Advisors
77
Dimensional Fund Advisors
Texas
$36.1M +$43.7K +1,059 +0.1%
WHG
78
Westwood Holdings Group
Texas
$35.8M +$6.08M +147,280 +20%
Lord, Abbett & Co
79
Lord, Abbett & Co
New Jersey
$33.3M -$1.46M -35,418 -4%
SF
80
Synovus Financial
Georgia
$32.5M +$1.87M +45,305 +6%
MAA
81
Managed Account Advisors
New Jersey
$32.1M -$34M -823,242 -51%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$31M -$1.79M -43,277 -5%
Ameriprise
83
Ameriprise
Minnesota
$30.7M +$9.4M +227,730 +44%
First Trust Advisors
84
First Trust Advisors
Illinois
$30.4M -$42.8M -1,036,674 -58%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$30.3M -$401K -9,715 -1%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.2M
SONJCPFA
87
State of New Jersey Common Pension Fund A
New Jersey
$28.4M
TA
88
Teachers Advisors
New York
$28.2M +$149K +3,606 +0.5%
CA
89
Commerzbank Aktiengesellschaft
Germany
$27.4M -$3.89M -94,381 -12%
CIM
90
Confluence Investment Management
Missouri
$26.3M +$3.37M +81,657 +15%
SAM
91
Shell Asset Management
Netherlands
$25.9M +$5.43M +131,617 +26%
PI
92
PGGM Investments
Netherlands
$25.5M -$6.71M -162,531 -21%
GF
93
Gabelli Funds
New York
$25.4M
RFC
94
Regions Financial Corp
Alabama
$25.2M -$1.51M -36,525 -6%
SB
95
Suntrust Banks
Georgia
$24.7M -$3.51M -85,142 -12%
Robeco Institutional Asset Management
96
Robeco Institutional Asset Management
Netherlands
$23.7M +$45.9K +1,112 +0.2%
LBG
97
Lloyds Banking Group
United Kingdom
$23.2M +$15M +364,418 +182%
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$22.4M -$264K -6,405 -1%
PAMU
99
Pictet Asset Management (UK)
United Kingdom
$22.2M -$167M -4,046,966 -88%
ASRS
100
Arizona State Retirement System
Arizona
$22.1M -$652K -15,800 -3%

SO Hedge Fund Activity: Q4 2013 in Review

887 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2013, worth a combined $17.4B — down 0.09% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SO positions and 59 closed out — a net gain of 39 holders — while 330 added to existing stakes and 357 trimmed.

The largest buyer was Franklin Resources, adding an estimated $288M. The largest seller was Pictet Asset Management (UK), cutting an estimated $167M.

  • 887 institutional investors held Southern Company (SO) as of Q4 2013, up from 859 in Q3 2013.
  • Funds reported $17.4B of Southern Company stock for Q4 2013, down 0.09% quarter-over-quarter.
  • 98 funds opened new Southern Company positions in Q4 2013 and 59 closed out, a net change of +39 holders.
  • The largest Southern Company buyer in Q4 2013 was Franklin Resources, an estimated $288M added.
  • The largest Southern Company seller in Q4 2013 was Pictet Asset Management (UK), an estimated $167M sold.

Based on aggregated 13F filings for Q4 2013.