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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
CAM
201
Capstone Asset Management
Texas
$6.33M +$6.6M +143,448 New
MSS
202
Mitchell Sinkler & Starr
Pennsylvania
$6.26M +$6.53M +141,909 New
NMERB
203
New Mexico Educational Retirement Board
New Mexico
$6.1M +$6.35M +138,137 New
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$6.03M +$6.28M +136,581 New
ProShare Advisors
205
ProShare Advisors
Maryland
$5.98M +$6.23M +135,566 New
LIC
206
Lodestar Investment Counsel
Illinois
$5.96M +$6.21M +135,042 New
TNBTD
207
Trustmark National Bank Trust Department
Mississippi
$5.89M +$6.13M +133,397 New
RMA
208
Roffman Miller Associates
Pennsylvania
$5.86M +$6.1M +132,731 New
LIM
209
Leavell Investment Management
Alabama
$5.86M +$6.1M +132,733 New
B
210
Baird
Wisconsin
$5.85M +$6.1M +132,631 New
BCM
211
Brookmont Capital Management
Texas
$5.79M +$6.03M +131,200 New
ELC
212
Edgar Lomax Company
Virginia
$5.76M +$6.01M +130,604 New
AMIM
213
Aull & Monroe Investment Management
Alabama
$5.76M +$6.01M +130,590 New
D.E. Shaw & Co
214
D.E. Shaw & Co
New York
$5.75M +$5.99M +130,354 New
NTCOC
215
Northern Trust Company of Connecticut
Connecticut
$5.74M +$5.98M +129,986 New
FBNAT
216
FirstMerit Bank N.A. Trustee
Ohio
$5.62M +$5.86M +127,428 New
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$5.62M +$5.85M +127,253 New
SAM
218
Securian Asset Management
Minnesota
$5.61M +$5.84M +127,040 New
HNB
219
Huntington National Bank
Ohio
$5.51M +$5.74M +124,826 New
IC
220
InterOcean Capital
Illinois
$5.5M +$5.74M +124,730 New
PAM
221
Panagora Asset Management
Massachusetts
$5.47M +$5.7M +124,058 New
Lazard Asset Management
222
Lazard Asset Management
New York
$5.38M +$5.61M +121,916 New
AT
223
Acadia Trust
Maine
$5.37M +$5.6M +121,775 New
Nomura Holdings
224
Nomura Holdings
Japan
$5.33M +$5.56M +120,808 New
FLII
225
First Long Island Investors
New York
$5.26M +$5.48M +119,222 New
7 8
9
10 11

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.