Southern Company
1,273 hedge funds and large institutions have $34B invested in Southern Company in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 517 increasing their positions, 455 reducing their positions, and 65 closing their positions.
48% more call options, than puts
Call options by funds: $267M | Put options by funds: $180M
38% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 65
14% more repeat investments, than reductions
Existing positions increased: 517 | Existing positions reduced: 455
10% more capital invested
Capital invested by funds: $30.9B → $34B (+$3.07B)
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
1.31% more ownership
Funds ownership: 57.87% → 59.18% (+1.3%)
0% more funds holding
Funds holding: 1,268 → 1,273 (+5)
Top Buyers
Top Sellers
| 1 |
Franklin Resources
San Mateo,
California
|
-$154M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$94.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$86.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$66.6M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$34.2M |
SO Hedge Fund Activity: Q2 2019 in Review
1,273 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2019, worth a combined $34B — up 9.9% from $30.9B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SO positions and 65 closed out — a net gain of 25 holders — while 517 added to existing stakes and 455 trimmed.
The largest buyer was Nuveen, adding an estimated $233M. The largest seller was Franklin Resources, cutting an estimated $154M.
- 1,273 institutional investors held Southern Company (SO) as of Q2 2019, up from 1,268 in Q1 2019.
- Funds reported $34B of Southern Company stock for Q2 2019, up 9.9% quarter-over-quarter.
- 90 funds opened new Southern Company positions in Q2 2019 and 65 closed out, a net change of +25 holders.
- The largest Southern Company buyer in Q2 2019 was Nuveen, an estimated $233M added.
- The largest Southern Company seller in Q2 2019 was Franklin Resources, an estimated $154M sold.
Based on aggregated 13F filings for Q2 2019.