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Southern Company
SO

859 hedge funds and large institutions have $17.4B invested in Southern Company in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 355 increasing their positions, 315 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $185M | Put options by funds: $118M

17% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 46

13% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 315

1.09% more ownership

Funds ownership: 46.39% → 47.48% (+1.1%)

0% more funds holding

Funds holding: 858 → 859 (+1)

4% less capital invested

Capital invested by funds: $18.1B → $17.4B (-$717M)

36% less funds holding in top 10

Funds holding in top 10: 14 → 9 (-5)

Holders
859
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
27.85%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.29%
New
54
Increased
355
Reduced
315
Closed
46
Calls
$185M
Puts
$118M
Net Calls
+$66.4M
Net Calls Change
-$8.83M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$182M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$109M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$71.9M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$63.3M
5
Franklin Resources
Franklin Resources
California
+$55M

Top Sellers

1
EA
Euclid Advisors
Connecticut
-$56.6M
2
Cohen & Steers
Cohen & Steers
New York
-$50.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$39.4M
4
SG Americas Securities
SG Americas Securities
New York
-$34.2M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$33.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMCA
126
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.7M +$1.16M +27,000 +8%
SOMRS
127
State of Michigan Retirement System
Michigan
$14.6M +$86.2K +2,000 +0.6%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$14.3M +$15M +347,500 New
N
129
Natixis
France
$14.2M +$14.9M +345,838 New
Nomura Asset Management
130
Nomura Asset Management
Japan
$13.9M -$2.37M -55,088 -14%
EVM
131
Eaton Vance Management
Massachusetts
$13.9M -$20.4M -472,583 -58%
ACI
132
AMP Capital Investors
Australia
$13.6M -$1.37M -31,880 -9%
NFA
133
Nationwide Fund Advisors
Ohio
$13.2M -$384K -8,903 -3%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$13M +$3.14M +73,000 +30%
Schroder Investment Management Group
135
Schroder Investment Management Group
United Kingdom
$12.8M -$4.17M -96,820 -24%
AIA
136
Avalon Investment & Advisory
Texas
$12.8M -$101K -2,335 -0.7%
US Bancorp
137
US Bancorp
Minnesota
$12.7M +$468K +10,867 +4%
B
138
BP
United Kingdom
$12.3M – – –
TSU
139
TD Securities (USA)
New York
$12.3M +$105K +2,433 +0.8%
Public Sector Pension Investment Board (PSP Investments)
140
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12M -$353K -8,200 -3%
SM
141
Seminole Management
New York
$12M – – –
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$12M -$1.63M -37,747 -12%
KeyBank National Association
143
KeyBank National Association
Ohio
$11.9M -$1.02M -23,720 -8%
AAM
144
Aberdeen Asset Management
United Kingdom
$11.8M +$3.1M +72,032 +33%
HFS
145
HL Financial Services
Kentucky
$11.8M +$38.3K +888 +0.3%
Nomura Holdings
146
Nomura Holdings
Japan
$11.4M +$6.72M +155,901 +129%
CCC
147
Chelsea Counsel Company
California
$11.3M +$951K +22,084 +9%
CDH
148
Charles D. Hyman
$11.3M -$208K -4,835 -2%
N
149
Nuveen
North Carolina
$11.1M -$20.9M -485,217 -64%
HIMCH
150
Hartford Investment Management Co (HIMCO)
Connecticut
$11M -$154K -3,568 -1%
4 5
6
7 8

SO Hedge Fund Activity: Q3 2013 in Review

859 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2013, worth a combined $17.4B — down 4% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SO positions and 46 closed out — a net gain of 8 holders — while 355 added to existing stakes and 315 trimmed.

The largest buyer was Barclays, adding an estimated $182M. The largest seller was Euclid Advisors, exiting entirely with an estimated $56.6M sold.

  • 859 institutional investors held Southern Company (SO) as of Q3 2013, up from 858 in Q2 2013.
  • Funds reported $17.4B of Southern Company stock for Q3 2013, down 4% quarter-over-quarter.
  • 54 funds opened new Southern Company positions in Q3 2013 and 46 closed out, a net change of +8 holders.
  • The largest Southern Company buyer in Q3 2013 was Barclays, an estimated $182M added.
  • The largest Southern Company seller in Q3 2013 was Euclid Advisors, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2013.