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Southern Company
SO

858 hedge funds and large institutions have $18.1B invested in Southern Company in 2013 Q2 according to their latest regulatory filings, with 858 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $175M | Put options by funds: $99.7M

46.39% more ownership

Funds ownership: 0% → 46.39% (+46%)

Holders
858
Holders Change
+858
Holders Change %
–
% of All Funds
28%
Holding in Top 10
14
Holding in Top 10 Change
+14
Holding in Top 10 Change %
% of All Funds
0.46%
New
858
Increased
–
Reduced
–
Closed
–
Calls
$175M
Puts
$99.7M
Net Calls
+$75.2M
Net Calls Change
+$75.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
176
Qualcomm Inc
California
$8.61M +$8.97M +195,100 New
Capital Fund Management (CFM)
177
Capital Fund Management (CFM)
France
$8.44M +$8.8M +191,327 New
DP
178
Dearborn Partners
Illinois
$8.36M +$8.71M +189,327 New
Truist Financial
179
Truist Financial
North Carolina
$8.26M +$8.61M +187,204 New
ClearBridge Investments
180
ClearBridge Investments
New York
$8.25M +$8.59M +186,885 New
OI
181
Oakbrook Investments
Illinois
$8.25M +$8.59M +186,862 New
MSA
182
Mason Street Advisors
Wisconsin
$8.12M +$8.46M +183,980 New
LBG
183
Lloyds Banking Group
United Kingdom
$8.1M +$8.44M +183,590 New
CIM
184
Calvert Investment Management
Maryland
$8.07M +$8.41M +182,900 New
QI
185
QS Investors
New York
$8.05M +$8.24M +179,100 New
ERSOT
186
Employees Retirement System of Texas
Texas
$7.86M +$8.19M +178,000 New
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.82M +$8.15M +177,230 New
WAM
188
World Asset Management
Michigan
$7.8M +$8.13M +176,777 New
BOH
189
Bank of Hawaii
Hawaii
$7.79M +$8.11M +176,470 New
QAM
190
QCI Asset Management
New York
$7.66M +$7.98M +173,523 New
AAF
191
Andra AP-fonden
Sweden
$7.5M +$7.81M +169,900 New
TRSOTSOK
192
Teachers Retirement System of the State of Kentucky
Kentucky
$7.01M +$7.31M +158,900 New
Los Angeles Capital Management
193
Los Angeles Capital Management
California
$6.99M +$7.28M +158,373 New
URS
194
Utah Retirement Systems
Utah
$6.91M +$7.2M +156,501 New
LTFS
195
Ladenburg Thalmann Financial Services
Florida
$6.9M +$7.19M +156,400 New
AG
196
Aperio Group
California
$6.78M +$7.06M +153,547 New
RCM
197
Riverhead Capital Management
Delaware
$6.74M +$7.02M +152,700 New
AAC
198
Asset Advisors Corp
Georgia
$6.73M +$7.01M +152,430 New
Aviva
199
Aviva
United Kingdom
$6.7M +$6.98M +151,756 New
MIS
200
Morningstar Investment Services
Illinois
$6.35M +$6.61M +143,838 New
6 7
8
9 10

SO Hedge Fund Activity: Q2 2013 in Review

858 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2013, worth a combined $18.1B.

Buyers outnumbered sellers: 858 funds opened new SO positions and 0 closed out — a net gain of 858 holders — while 0 added to existing stakes and 0 trimmed.

  • 858 institutional investors held Southern Company (SO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $18.1B of Southern Company stock for Q2 2013.
  • 858 funds opened new Southern Company positions in Q2 2013 and 0 closed out, a net change of +858 holders.

Based on aggregated 13F filings for Q2 2013.