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Southern Company
SO

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
1,273
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
27.65%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.43%
New
90
Increased
517
Reduced
455
Closed
65
Calls
$267M
Puts
$180M
Net Calls
+$86.5M
Net Calls Change
-$99.4M

Top Buyers

1
N
Nuveen
North Carolina
+$233M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$147M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$154M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$86.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$66.6M
5
CC
Carlson Capital
Texas
-$34.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JG
1276
Jefferies Group
New York
– -$10.7M -199,169 Closed
ARTA
1277
A.R.T. Advisors
New York
– -$4.28M -82,800 Closed
CC
1278
Centiva Capital
New York
– -$3.95M -73,700 Closed
LTI
1279
Laffer Tengler Investments
Tennessee
– -$2.99M -57,842 Closed
QSS
1280
Quantitative Systematic Strategies
Florida
– -$2.52M -48,696 Closed
BAM
1281
Blueshift Asset Management
New Jersey
– -$2.33M -45,115 Closed
LP
1282
LMR Partners
United Kingdom
– -$2.15M -41,508 Closed
TCM
1283
Tuttle Capital Management
Connecticut
– -$2.03M -39,280 Closed
GCA
1284
Gideon Capital Advisors
New York
– -$1.68M -32,445 Closed
TRCT
1285
Tower Research Capital (TRC)
New York
– -$1.45M -28,129 Closed
MHS
1286
M Holdings Securities
Oregon
– -$1.06M -20,526 Closed
IRC
1287
Investors Research Corp
Georgia
– -$959K -18,562 Closed
SM
1288
Sciencast Management
New Jersey
– -$862K -16,666 Closed
CCM
1289
Callodine Capital Management
Massachusetts
– -$775K -15,000 Closed
SM
1290
SG3 Management
Puerto Rico
– -$803K -15,000 Closed
MC
1291
Machina Capital
France
– -$744K -14,392 Closed
FRM
1292
Fox Run Management
Connecticut
– -$740K -14,318 Closed
TCM
1293
Teza Capital Management
Illinois
– -$619K -11,969 Closed
QT
1294
Quantbot Technologies
New York
– -$568K -11,003 Closed
PAS
1295
Park Avenue Securities
New York
– -$510K -9,924 Closed
GIM
1296
Greylin Investment Management
Virginia
– -$467K -9,037 Closed
Fiera Capital (Canada)
1297
Fiera Capital (Canada)
Quebec, Canada
– -$424K -8,200 Closed
HR
1298
Hayden Royal
North Carolina
– -$404K -7,820 Closed
AAM
1299
Autus Asset Management
Arizona
– -$346K -6,699 Closed
WAM
1300
Wakefield Asset Management
Colorado
– -$341K -6,596 Closed
50 51
52
53 54

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.