Southern Company
1,159 hedge funds and large institutions have $26.8B invested in Southern Company in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 442 increasing their positions, 452 reducing their positions, and 67 closing their positions.
54% more call options, than puts
Call options by funds: $317M | Put options by funds: $205M
4% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 67
4% more capital invested
Capital invested by funds: $25.9B → $26.8B (+$947M)
0.36% more ownership
Funds ownership: 54.32% → 54.68% (+0.36%)
1% less funds holding
Funds holding: 1,168 → 1,159 (-9)
2% less repeat investments, than reductions
Existing positions increased: 442 | Existing positions reduced: 452
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$522M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$106M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$105M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$79.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$62.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$135M |
| 2 |
T
TOBAM
Paris,
France
|
-$99.9M |
| 3 |
Two Sigma Investments
New York
|
-$80.1M |
| 4 |
Renaissance Technologies
New York
|
-$65.6M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$50.2M |
SO Hedge Fund Activity: Q3 2017 in Review
1,159 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2017, worth a combined $26.8B — up 3.7% from $25.9B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SO positions and 67 closed out — a net gain of 3 holders — while 442 added to existing stakes and 452 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $522M. The largest seller was Wells Fargo, cutting an estimated $135M.
- 1,159 institutional investors held Southern Company (SO) as of Q3 2017, down from 1,168 in Q2 2017.
- Funds reported $26.8B of Southern Company stock for Q3 2017, up 3.7% quarter-over-quarter.
- 70 funds opened new Southern Company positions in Q3 2017 and 67 closed out, a net change of +3 holders.
- The largest Southern Company buyer in Q3 2017 was T. Rowe Price Associates, an estimated $522M added.
- The largest Southern Company seller in Q3 2017 was Wells Fargo, an estimated $135M sold.
Based on aggregated 13F filings for Q3 2017.