Southern Company
1,268 hedge funds and large institutions have $30.9B invested in Southern Company in 2019 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 498 increasing their positions, 438 reducing their positions, and 72 closing their positions.
141% more call options, than puts
Call options by funds: $318M | Put options by funds: $132M
94% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 72
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
20% more capital invested
Capital invested by funds: $25.8B → $30.9B (+$5.1B)
14% more repeat investments, than reductions
Existing positions increased: 498 | Existing positions reduced: 438
5% more funds holding
Funds holding: 1,213 → 1,268 (+55)
0.58% more ownership
Funds ownership: 57.29% → 57.87% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$193M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$185M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$123M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$89.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$87.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$184M |
| 2 |
Morgan Stanley
New York
|
-$124M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$108M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$98M |
| 5 |
ZP
Zimmer Partners
New York
|
-$84.5M |
SO Hedge Fund Activity: Q1 2019 in Review
1,268 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2019, worth a combined $30.9B — up 20% from $25.8B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new SO positions and 72 closed out — a net gain of 68 holders — while 498 added to existing stakes and 438 trimmed.
The largest buyer was Vanguard Group, adding an estimated $193M. The largest seller was Nordea Investment Management, cutting an estimated $184M.
- 1,268 institutional investors held Southern Company (SO) as of Q1 2019, up from 1,213 in Q4 2018.
- Funds reported $30.9B of Southern Company stock for Q1 2019, up 20% quarter-over-quarter.
- 140 funds opened new Southern Company positions in Q1 2019 and 72 closed out, a net change of +68 holders.
- The largest Southern Company buyer in Q1 2019 was Vanguard Group, an estimated $193M added.
- The largest Southern Company seller in Q1 2019 was Nordea Investment Management, an estimated $184M sold.
Based on aggregated 13F filings for Q1 2019.