Southern Company
1,168 hedge funds and large institutions have $25.9B invested in Southern Company in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 500 increasing their positions, 416 reducing their positions, and 80 closing their positions.
46% more call options, than puts
Call options by funds: $246M | Put options by funds: $169M
20% more repeat investments, than reductions
Existing positions increased: 500 | Existing positions reduced: 416
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
0.41% less ownership
Funds ownership: 54.73% → 54.32% (-0.41%)
4% less capital invested
Capital invested by funds: $27B → $25.9B (-$1.15B)
2% less funds holding
Funds holding: 1,194 → 1,168 (-26)
15% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$461M |
| 2 |
Janus Henderson Group
London,
|
+$228M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$151M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$115M |
| 5 |
Two Sigma Investments
New York
|
+$91.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$240M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$210M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$179M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$83.5M |
| 5 |
JP Morgan Chase
New York
|
-$81.7M |
SO Hedge Fund Activity: Q2 2017 in Review
1,168 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2017, worth a combined $25.9B — down 4.2% from $27B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of SO and 68 opened new positions — a net loss of 12 holders — while 416 trimmed existing stakes and 500 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $461M. The largest seller was Federated Hermes, cutting an estimated $240M.
- 1,168 institutional investors held Southern Company (SO) as of Q2 2017, down from 1,194 in Q1 2017.
- Funds reported $25.9B of Southern Company stock for Q2 2017, down 4.2% quarter-over-quarter.
- 68 funds opened new Southern Company positions in Q2 2017 and 80 closed out, a net change of -12 holders.
- The largest Southern Company buyer in Q2 2017 was T. Rowe Price Associates, an estimated $461M added.
- The largest Southern Company seller in Q2 2017 was Federated Hermes, an estimated $240M sold.
Based on aggregated 13F filings for Q2 2017.