Southern Company
1,172 hedge funds and large institutions have $25.8B invested in Southern Company in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 462 increasing their positions, 405 reducing their positions, and 82 closing their positions.
65% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 82
22% more call options, than puts
Call options by funds: $238M | Put options by funds: $195M
14% more repeat investments, than reductions
Existing positions increased: 462 | Existing positions reduced: 405
3% more funds holding
Funds holding: 1,134 → 1,172 (+38)
1.02% more ownership
Funds ownership: 52.54% → 53.55% (+1%)
1% less capital invested
Capital invested by funds: $26.1B → $25.8B (-$279M)
30% less funds holding in top 10
Funds holding in top 10: 23 → 16 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$247M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$194M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$176M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$144M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$224M |
| 2 |
LC
LNZ Capital
New York
|
-$97M |
| 3 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$77.4M |
| 4 |
ZP
Zimmer Partners
New York
|
-$64.5M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$52.2M |
SO Hedge Fund Activity: Q4 2016 in Review
1,172 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2016, worth a combined $25.8B — down 1.1% from $26.1B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new SO positions and 82 closed out — a net gain of 53 holders — while 462 added to existing stakes and 405 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $247M. The largest seller was Citigroup, cutting an estimated $224M.
- 1,172 institutional investors held Southern Company (SO) as of Q4 2016, up from 1,134 in Q3 2016.
- Funds reported $25.8B of Southern Company stock for Q4 2016, down 1.1% quarter-over-quarter.
- 135 funds opened new Southern Company positions in Q4 2016 and 82 closed out, a net change of +53 holders.
- The largest Southern Company buyer in Q4 2016 was Capital World Investors, an estimated $247M added.
- The largest Southern Company seller in Q4 2016 was Citigroup, an estimated $224M sold.
Based on aggregated 13F filings for Q4 2016.