Southern Company
1,005 hedge funds and large institutions have $20.3B invested in Southern Company in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 406 increasing their positions, 357 reducing their positions, and 43 closing their positions.
140% more funds holding in top 10
Funds holding in top 10: 10 → 24 (+14)
65% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 43
26% more call options, than puts
Call options by funds: $199M | Put options by funds: $158M
14% more repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 357
5% more capital invested
Capital invested by funds: $19.3B → $20.3B (+$1.01B)
2% more funds holding
Funds holding: 986 → 1,005 (+19)
0.67% less ownership
Funds ownership: 50.88% → 50.21% (-0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$78.6M |
| 2 |
State Street
Boston,
Massachusetts
|
+$68.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$48M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.3M |
| 5 |
BAPIM
British Airways Pensions Investment Management
London,
United Kingdom
|
+$35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$149M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$146M |
| 3 |
O
OppenheimerFunds
New York
|
-$89.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$52M |
| 5 |
SC
Stralem & Co
New York
|
-$46.2M |
SO Hedge Fund Activity: Q3 2015 in Review
1,005 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2015, worth a combined $20.3B — up 5.2% from $19.3B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new SO positions and 43 closed out — a net gain of 28 holders — while 406 added to existing stakes and 357 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $78.6M. The largest seller was VOYA Investment Management, cutting an estimated $149M.
- 1,005 institutional investors held Southern Company (SO) as of Q3 2015, up from 986 in Q2 2015.
- Funds reported $20.3B of Southern Company stock for Q3 2015, up 5.2% quarter-over-quarter.
- 71 funds opened new Southern Company positions in Q3 2015 and 43 closed out, a net change of +28 holders.
- The largest Southern Company buyer in Q3 2015 was Renaissance Technologies, an estimated $78.6M added.
- The largest Southern Company seller in Q3 2015 was VOYA Investment Management, an estimated $149M sold.
Based on aggregated 13F filings for Q3 2015.