Southern Company
912 hedge funds and large institutions have $19.2B invested in Southern Company in 2014 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 369 increasing their positions, 340 reducing their positions, and 39 closing their positions.
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
86% more call options, than puts
Call options by funds: $238M | Put options by funds: $128M
82% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 39
10% more capital invested
Capital invested by funds: $17.4B → $19.2B (+$1.79B)
3% more funds holding
Funds holding: 888 → 912 (+24)
1.2% more ownership
Funds ownership: 47.97% → 49.17% (+1.2%)
9% more repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 340
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$140M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$134M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$62.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$96M |
| 2 |
Goldman Sachs
New York
|
-$71.8M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$42.5M |
| 4 |
AI
Analytic Investors
Los Angeles,
California
|
-$28.4M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$27.8M |
SO Hedge Fund Activity: Q1 2014 in Review
912 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2014, worth a combined $19.2B — up 10% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new SO positions and 39 closed out — a net gain of 32 holders — while 369 added to existing stakes and 340 trimmed.
The largest buyer was Franklin Resources, adding an estimated $140M. The largest seller was Epoch Investment Partners, cutting an estimated $96M.
- 912 institutional investors held Southern Company (SO) as of Q1 2014, up from 888 in Q4 2013.
- Funds reported $19.2B of Southern Company stock for Q1 2014, up 10% quarter-over-quarter.
- 71 funds opened new Southern Company positions in Q1 2014 and 39 closed out, a net change of +32 holders.
- The largest Southern Company buyer in Q1 2014 was Franklin Resources, an estimated $140M added.
- The largest Southern Company seller in Q1 2014 was Epoch Investment Partners, an estimated $96M sold.
Based on aggregated 13F filings for Q1 2014.