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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.79B +$40.5M +939,834 +2%
State Street
2
State Street
Massachusetts
$1.72B -$13.2M -306,590 -0.7%
Franklin Resources
3
Franklin Resources
California
$1.04B +$55M +1,275,970 +5%
BIT
4
BlackRock Institutional Trust
California
$940M -$7.35M -170,714 -0.7%
Northern Trust
5
Northern Trust
Illinois
$520M -$16.6M -385,343 -3%
Federated Hermes
6
Federated Hermes
Pennsylvania
$482M +$109M +2,528,267 +28%
BFA
7
BlackRock Fund Advisors
California
$479M -$11.5M -266,814 -2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$459M – – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$453M +$23.2M +537,455 +5%
Wells Fargo
10
Wells Fargo
California
$321M +$24M +556,003 +8%
SAC
11
Smith Affiliated Capital
New York
$318M – – –
BG
12
BlackRock Group
United Kingdom
$277M +$13.2M +306,760 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$256M +$9.94M +230,800 +4%
APG Asset Management
14
APG Asset Management
Netherlands
$213M +$47.3M +1,097,806 +27%
Norges Bank
15
Norges Bank
Norway
$213M – – –
Barclays
16
Barclays
United Kingdom
$211M +$182M +4,214,038 +450%
Legal & General Group
17
Legal & General Group
United Kingdom
$200M +$14.4M +335,077 +7%
Deutsche Bank
18
Deutsche Bank
Germany
$192M +$19.2M +445,482 +11%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$189M -$33.5M -777,133 -14%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$186M +$71.9M +1,668,767 +59%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$182M +$28.8M +669,700 +18%
Bank of America
22
Bank of America
North Carolina
$178M +$17.1M +397,074 +10%
Morgan Stanley
23
Morgan Stanley
New York
$158M +$21.8M +505,008 +15%
JP Morgan Chase
24
JP Morgan Chase
New York
$152M -$10.5M -243,768 -6%
UBS AM
25
UBS AM
Illinois
$148M +$1.68M +39,065 +1%
1
2 3 4 5

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.