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Southern Company
SO

858 hedge funds and large institutions have $18.1B invested in Southern Company in 2013 Q2 according to their latest regulatory filings, with 858 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $175M | Put options by funds: $99.7M

46.39% more ownership

Funds ownership: 0% → 46.39% (+46%)

Holders
858
Holders Change
+858
Holders Change %
–
% of All Funds
28%
Holding in Top 10
14
Holding in Top 10 Change
+14
Holding in Top 10 Change %
% of All Funds
0.46%
New
858
Increased
–
Reduced
–
Closed
–
Calls
$175M
Puts
$99.7M
Net Calls
+$75.2M
Net Calls Change
+$75.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$24.4M +$25.4M +553,166 New
Neuberger Berman Group
102
Neuberger Berman Group
New York
$23.2M +$24.2M +525,472 New
BNP Paribas Asset Management
103
BNP Paribas Asset Management
France
$22.7M +$23.7M +515,381 New
Retirement Systems of Alabama
104
Retirement Systems of Alabama
Alabama
$22.7M +$23.6M +513,570 New
SAM
105
Shell Asset Management
Netherlands
$22.6M +$23.5M +511,842 New
WCM
106
Winton Capital Management
United Kingdom
$22.5M +$23.5M +510,386 New
CIM
107
Confluence Investment Management
Missouri
$21.9M +$22.8M +496,488 New
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$21.6M +$22.5M +490,155 New
SNC
109
Stifel Nicolaus & Co
Missouri
$21.1M +$22M +477,873 New
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$21.1M +$22M +477,433 New
BCIM
111
British Columbia Investment Management
British Columbia, Canada
$21.1M +$22M +477,395 New
CCMH
112
Cornerstone Capital Management Holdings
New York
$20.1M +$20.9M +454,308 New
TU
113
TDAM USA
Ontario, Canada
$20M +$20.9M +454,543 New
ILIM
114
Irish Life Investment Managers
Ireland
$19.7M +$20.6M +446,977 New
TPSF
115
Texas Permanent School Fund
Texas
$19.7M +$20.5M +446,615 New
VOYA Investment Management
116
VOYA Investment Management
Georgia
$19.5M +$20.3M +441,425 New
T
117
Thomaspartners
Massachusetts
$19.4M +$18.4M +400,020 New
TG
118
TCW Group
California
$18.8M +$19.6M +427,040 New
Comerica Bank
119
Comerica Bank
Texas
$18.7M +$19.4M +422,716 New
IRF
120
IBM Retirement Fund
New York
$18.2M +$19M +412,927 New
Schroder Investment Management Group
121
Schroder Investment Management Group
United Kingdom
$18M +$18.8M +408,077 New
AQR Capital Management
122
AQR Capital Management
Connecticut
$17.6M +$18.4M +399,326 New
Nomura Asset Management
123
Nomura Asset Management
Japan
$17.3M +$18.1M +393,128 New
VDI
124
Vaughan David Investments
Illinois
$17.1M +$17.8M +387,783 New
BSPF
125
British Steel Pension Fund
United Kingdom
$16.4M +$17.1M +372,595 New
3 4
5
6 7

SO Hedge Fund Activity: Q2 2013 in Review

858 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2013, worth a combined $18.1B.

Buyers outnumbered sellers: 858 funds opened new SO positions and 0 closed out — a net gain of 858 holders — while 0 added to existing stakes and 0 trimmed.

  • 858 institutional investors held Southern Company (SO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $18.1B of Southern Company stock for Q2 2013.
  • 858 funds opened new Southern Company positions in Q2 2013 and 0 closed out, a net change of +858 holders.

Based on aggregated 13F filings for Q2 2013.