We are live on ! Find out more
SO icon

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
CBOA
176
Commonwealth Bank of Australia
Australia
$8.4M -$1.3M -30,254 -13%
CNB
177
City National Bank
California
$8.38M -$692K -16,073 -7%
LBG
178
Lloyds Banking Group
United Kingdom
$8.23M +$699K +16,229 +9%
DP
179
Dearborn Partners
Illinois
$8.11M +$330K +7,662 +4%
QI
180
Qualcomm Inc
California
$8.03M – – –
Lazard Asset Management
181
Lazard Asset Management
New York
$7.78M +$2.89M +67,069 +55%
ClearBridge Investments
182
ClearBridge Investments
New York
$7.7M +$6.38K +148 +0.1%
OI
183
Oakbrook Investments
Illinois
$7.56M -$142K -3,300 -2%
Los Angeles Capital Management
184
Los Angeles Capital Management
California
$7.38M +$897K +20,818 +13%
COPPSERS
185
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.35M +$53.7K +1,246 +0.7%
ERSOT
186
Employees Retirement System of Texas
Texas
$7.33M – – –
QAM
187
QCI Asset Management
New York
$7.3M +$163K +3,795 +2%
CIM
188
Calvert Investment Management
Maryland
$7.22M -$327K -7,600 -4%
AG
189
Aperio Group
California
$7.12M +$829K +19,248 +13%
AAF
190
Andra AP-fonden
Sweden
$7.07M +$77.5K +1,800 +1%
BCM
191
Brookmont Capital Management
Texas
$7.03M +$1.7M +39,567 +30%
FNBOO
192
First National Bank of Omaha
Nebraska
$6.86M -$2.05M -47,679 -22%
BOH
193
Bank of Hawaii
Hawaii
$6.84M -$450K -10,440 -6%
MIS
194
Morningstar Investment Services
Illinois
$6.83M +$925K +21,473 +15%
MSA
195
Mason Street Advisors
Wisconsin
$6.79M -$826K -19,168 -10%
Calamos Advisors
196
Calamos Advisors
Illinois
$6.63M +$3.7M +86,000 +115%
WAM
197
World Asset Management
Michigan
$6.55M -$763K -17,712 -10%
B
198
Baird
Wisconsin
$6.53M +$1.12M +25,931 +20%
AAC
199
Asset Advisors Corp
Georgia
$6.52M +$252K +5,859 +4%
SIM
200
Sadoff Investment Management
Wisconsin
$6.45M +$6.11M +141,957 +961%
6 7
8
9 10

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.