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Southern Company
SO

1,273 hedge funds and large institutions have $34B invested in Southern Company in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 517 increasing their positions, 455 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $267M | Put options by funds: $180M

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

14% more repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 455

10% more capital invested

Capital invested by funds: $30.9B → $34B (+$3.07B)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

1.31% more ownership

Funds ownership: 57.87% → 59.18% (+1.3%)

0% more funds holding

Funds holding: 1,268 → 1,273 (+5)

Holders
1,273
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
27.65%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.43%
New
90
Increased
517
Reduced
455
Closed
65
Calls
$267M
Puts
$180M
Net Calls
+$86.5M
Net Calls Change
-$99.4M

Top Buyers

1
N
Nuveen
North Carolina
+$233M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$147M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$154M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$86.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$66.6M
5
CC
Carlson Capital
Texas
-$34.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAI
76
Hennessy Advisors Inc
California
$45.5M -$4.07M -76,000 -8%
PCA
77
Personal Capital Advisors
California
$45.5M +$1.97M +36,828 +5%
SF
78
Synovus Financial
Georgia
$45M -$1.57M -29,274 -3%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$43.2M +$2.24M +41,883 +6%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$42.7M +$41.4M +772,900 New
AAMU
81
Amundi Asset Management US
Massachusetts
$41M +$2.61M +48,784 +7%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$40.8M +$2.76M +51,561 +7%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$40M +$9.91M +185,165 +34%
Asset Management One
84
Asset Management One
Japan
$37.4M +$2.84M +53,013 +9%
EP
85
Elkfork Partners
Oregon
$37.2M -$2.56M -47,838 -7%
SO
86
STRS Ohio
Ohio
$37M +$1.58M +29,501 +5%
Toronto Dominion Bank
87
Toronto Dominion Bank
Ontario, Canada
$36.8M +$32.3M +603,091 +83%
Aberdeen Group
88
Aberdeen Group
United Kingdom
$36.3M -$935K -17,469 -3%
AA
89
ALPS Advisors
Colorado
$36.1M -$5.48M -102,290 -14%
Treasurer of the State of North Carolina
90
Treasurer of the State of North Carolina
North Carolina
$36M +$412K +7,690 +1%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$35.7M -$237K -4,435 -0.7%
MIS
92
Morningstar Investment Services
Illinois
$34.8M -$103K -1,919 -0.3%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.6M -$2.74M -51,205 -8%
SB
94
Suntrust Banks
Georgia
$34.6M +$195K +3,650 +0.6%
UIM
95
USS Investment Management
United Kingdom
$33.6M – – –
PAM
96
Panagora Asset Management
Massachusetts
$32.3M +$27.7M +517,412 +783%
WG
97
Welch Group
Alabama
$31.9M -$521K -9,730 -2%
IC
98
InterOcean Capital
Illinois
$31.9M +$213K +3,970 +0.7%
GHCM
99
Glen Harbor Capital Management
California
$30.6M -$2.11M -39,396 -7%
AAM
100
Advisors Asset Management
Colorado
$30M -$2.07M -38,674 -7%
2 3
4
5 6

SO Hedge Fund Activity: Q2 2019 in Review

1,273 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2019, worth a combined $34B — up 9.9% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SO positions and 65 closed out — a net gain of 25 holders — while 517 added to existing stakes and 455 trimmed.

The largest buyer was Nuveen, adding an estimated $233M. The largest seller was Franklin Resources, cutting an estimated $154M.

  • 1,273 institutional investors held Southern Company (SO) as of Q2 2019, up from 1,268 in Q1 2019.
  • Funds reported $34B of Southern Company stock for Q2 2019, up 9.9% quarter-over-quarter.
  • 90 funds opened new Southern Company positions in Q2 2019 and 65 closed out, a net change of +25 holders.
  • The largest Southern Company buyer in Q2 2019 was Nuveen, an estimated $233M added.
  • The largest Southern Company seller in Q2 2019 was Franklin Resources, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2019.