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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
State of New Jersey Common Pension Fund D
151
State of New Jersey Common Pension Fund D
New Jersey
$15.1M – – –
GHA
152
GW Henssler & Associates
Georgia
$14.9M +$377K +7,033 +3%
DIA
153
Davidson Investment Advisors
Montana
$14.9M -$155K -2,897 -1%
TNB
154
Thomasville National Bank
Georgia
$14.9M +$153K +2,860 +1%
MSL
155
Mackay Shields LLC
New York
$14.6M -$33.6K -628 -0.2%
WWM
156
Western Wealth Management
Colorado
$14.4M +$14.7M +275,053 +4,715%
Mirae Asset Global Investments
157
Mirae Asset Global Investments
South Korea
$14.3M +$1.88M +35,094 +16%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$14M +$151K +2,817 +1%
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$14M -$1.28M -23,961 -9%
CAI
160
Capital Advisors Inc
Oklahoma
$13.9M +$10.3M +193,001 +335%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$13.8M +$6.88M +128,537 +106%
ZIG
162
Zurich Insurance Group
Switzerland
$13.8M +$13.4M +249,968 New
GIBU
163
Gulf International Bank (UK)
United Kingdom
$13.8M +$132K +2,472 +1%
SOMRS
164
State of Michigan Retirement System
Michigan
$13.8M -$2.62M -48,900 -16%
NPA
165
Nichols & Pratt Advisers
Massachusetts
$13.7M -$23.8K -445 -0.2%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$13.6M +$423K +7,896 +3%
HIMCH
167
Hartford Investment Management Co (HIMCO)
Connecticut
$13.4M +$72.8K +1,359 +0.6%
WCM
168
Wedge Capital Management
North Carolina
$13.1M -$131K -2,451 -1%
LC
169
LNZ Capital
New York
$13M +$12.6M +235,000 New
SAM
170
Shell Asset Management
Netherlands
$12.9M -$689K -12,860 -5%
FMLI
171
Fukoku Mutual Life Insurance
Japan
$12.7M – – –
Creative Planning
172
Creative Planning
Kansas
$12.7M -$356K -6,642 -3%
IAA
173
Independent Advisor Alliance
North Carolina
$12.2M +$2.05M +38,287 +19%
CA
174
Commerzbank Aktiengesellschaft
Germany
$12M +$438K +8,182 +4%
Citadel Advisors
175
Citadel Advisors
Florida
$11.9M -$66.6M -1,243,885 -85%
5 6
7
8 9

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.