Southern Company
924 hedge funds and large institutions have $19.8B invested in Southern Company in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 418 increasing their positions, 318 reducing their positions, and 56 closing their positions.
92% more call options, than puts
Call options by funds: $264M | Put options by funds: $137M
31% more repeat investments, than reductions
Existing positions increased: 418 | Existing positions reduced: 318
0.58% less ownership
Funds ownership: 51.07% → 50.49% (-0.58%)
5% less capital invested
Capital invested by funds: $20.7B → $19.8B (-$966M)
3% less funds holding
Funds holding: 953 → 924 (-29)
32% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 56
33% less funds holding in top 10
Funds holding in top 10: 15 → 10 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$113M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$79.4M |
| 3 |
CA
Cortland Advisers
Wilmington,
Delaware
|
+$43.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$42.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$41.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$206M |
| 2 |
State Street
Boston,
Massachusetts
|
-$85.1M |
| 3 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$82.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$69.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$62.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
976
Elite Wealth Management
Kirkland,
Washington
| – | -$23K | -500 | Closed |
|
|
TWM
977
Torch Wealth Management
Cincinnati,
Ohio
| – | -$12K | -268 | Closed |
|
978
Group One Trading
Chicago,
Illinois
| – | -$9K | -200 | Closed |
|
|
NMIS
979
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$9K | -200 | Closed |
|
|
AFIA
980
America First Investment Advisors
Omaha,
Nebraska
| – | -$5K | -100 | Closed |
|
SO Hedge Fund Activity: Q3 2014 in Review
924 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2014, worth a combined $19.8B — down 4.7% from $20.7B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of SO and 38 opened new positions — a net loss of 18 holders — while 318 trimmed existing stakes and 418 added.
The largest buyer was Vanguard Group, adding an estimated $113M. The largest seller was Norges Bank, cutting an estimated $206M.
- 924 institutional investors held Southern Company (SO) as of Q3 2014, down from 953 in Q2 2014.
- Funds reported $19.8B of Southern Company stock for Q3 2014, down 4.7% quarter-over-quarter.
- 38 funds opened new Southern Company positions in Q3 2014 and 56 closed out, a net change of -18 holders.
- The largest Southern Company buyer in Q3 2014 was Vanguard Group, an estimated $113M added.
- The largest Southern Company seller in Q3 2014 was Norges Bank, an estimated $206M sold.
Based on aggregated 13F filings for Q3 2014.