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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
KBC Group
151
KBC Group
Belgium
$11M -$14.4M -334,546 -56%
SC
152
Sculptor Capital
New York
$10.9M +$7.97M +184,950 +233%
WG
153
Welch Group
Alabama
$10.6M +$781K +18,128 +8%
FAF
154
Fjarde Ap-fonden
Sweden
$10.5M -$826K -19,168 -7%
BMCMI
155
Bryn Mawr Capital Management Inc
Pennsylvania
$10.2M +$2.2M +50,973 +26%
NEAM
156
New England Asset Management
Connecticut
$10.1M +$676K +15,700 +7%
Massachusetts Financial Services
157
Massachusetts Financial Services
Massachusetts
$9.96M -$1.91M -44,300 -15%
WT
158
Wilmington Trust
Delaware
$9.76M -$195K -4,537 -2%
RCM
159
Riverhead Capital Management
Delaware
$9.69M +$3.56M +82,600 +54%
Credit Agricole
160
Credit Agricole
France
$9.69M +$10.1M +235,266 New
KACA
161
Kayne Anderson Capital Advisors
California
$9.62M +$754K +17,500 +8%
AAMU
162
Amundi Asset Management US
Massachusetts
$9.62M +$9.58M +222,463 +1,990%
EIM
163
ExxonMobil Investment Management
Texas
$9.57M -$410K -9,524 -4%
RT
164
Rockland Trust
Massachusetts
$9.38M +$644K +14,960 +7%
NCM
165
Nebula Capital Management
Connecticut
$9.34M -$3.78M -87,796 -28%
GE
166
General Electric
Ohio
$9.32M -$296K -6,877 -3%
WIC
167
Willis Investment Counsel
Georgia
$9.18M – – –
Aviva
168
Aviva
United Kingdom
$9.08M +$2.97M +68,837 +45%
WTNA
169
Wilmington Trust National Association
Delaware
$9.05M +$431K +10,000 +5%
Mitsubishi UFJ Asset Management
170
Mitsubishi UFJ Asset Management
Japan
$9.05M +$492K +11,414 +5%
Renaissance Technologies
171
Renaissance Technologies
New York
$8.95M +$4.62M +107,200 +97%
CIBC Asset Management
172
CIBC Asset Management
Ontario, Canada
$8.79M +$185K +4,292 +2%
OTPPB
173
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.69M -$3.4K -79 -0%
BSA
174
Braun Stacey Associates
New York
$8.54M -$301K -6,995 -3%
Royal London Asset Management
175
Royal London Asset Management
United Kingdom
$8.54M +$107K +2,489 +1%
5 6
7
8 9

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.