Southern Company
1,151 hedge funds and large institutions have $26B invested in Southern Company in 2016 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 496 increasing their positions, 378 reducing their positions, and 51 closing their positions.
168% more call options, than puts
Call options by funds: $484M | Put options by funds: $180M
69% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 51
31% more repeat investments, than reductions
Existing positions increased: 496 | Existing positions reduced: 378
8% more capital invested
Capital invested by funds: $23.9B → $26B (+$2.03B)
2% more funds holding
Funds holding: 1,124 → 1,151 (+27)
0.87% more ownership
Funds ownership: 50.77% → 51.64% (+0.87%)
10% less funds holding in top 10
Funds holding in top 10: 31 → 28 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$162M |
| 2 |
Morgan Stanley
New York
|
+$140M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$136M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$110M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
H
Hexavest
Montreal,
Quebec, Canada
|
-$160M |
| 2 |
Renaissance Technologies
New York
|
-$125M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$88.2M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$61.2M |
| 5 |
DFO
Duquesne Family Office
New York
|
-$52.6M |
SO Hedge Fund Activity: Q2 2016 in Review
1,151 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2016, worth a combined $26B — up 8.5% from $23.9B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new SO positions and 51 closed out — a net gain of 35 holders — while 496 added to existing stakes and 378 trimmed.
The largest buyer was Vanguard Group, adding an estimated $162M. The largest seller was Hexavest, cutting an estimated $160M.
- 1,151 institutional investors held Southern Company (SO) as of Q2 2016, up from 1,124 in Q1 2016.
- Funds reported $26B of Southern Company stock for Q2 2016, up 8.5% quarter-over-quarter.
- 86 funds opened new Southern Company positions in Q2 2016 and 51 closed out, a net change of +35 holders.
- The largest Southern Company buyer in Q2 2016 was Vanguard Group, an estimated $162M added.
- The largest Southern Company seller in Q2 2016 was Hexavest, an estimated $160M sold.
Based on aggregated 13F filings for Q2 2016.