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Southern Company
SO

1,273 hedge funds and large institutions have $34B invested in Southern Company in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 517 increasing their positions, 455 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $267M | Put options by funds: $180M

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

14% more repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 455

10% more capital invested

Capital invested by funds: $30.9B → $34B (+$3.07B)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

1.31% more ownership

Funds ownership: 57.87% → 59.18% (+1.3%)

0% more funds holding

Funds holding: 1,268 → 1,273 (+5)

Holders
1,273
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
27.65%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.43%
New
90
Increased
517
Reduced
455
Closed
65
Calls
$267M
Puts
$180M
Net Calls
+$86.5M
Net Calls Change
-$99.4M

Top Buyers

1
N
Nuveen
North Carolina
+$233M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$147M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$154M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$86.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$66.6M
5
CC
Carlson Capital
Texas
-$34.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.87B +$157M +2,923,497 +3%
BlackRock
2
BlackRock
New York
$3.87B +$79.2M +1,479,813 +2%
State Street
3
State Street
Massachusetts
$2.93B +$83.3M +1,556,101 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.94B -$86.7M -1,618,891 -4%
Franklin Resources
5
Franklin Resources
California
$1.67B -$154M -2,868,042 -9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.37B +$147M +2,753,995 +12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$859M +$141M +2,639,967 +20%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$792M +$40.6M +758,805 +6%
Northern Trust
9
Northern Trust
Illinois
$691M +$18.4M +344,398 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$671M +$3.45M +64,362 +0.5%
Legal & General Group
11
Legal & General Group
United Kingdom
$554M +$46M +860,033 +9%
Federated Hermes
12
Federated Hermes
Pennsylvania
$525M -$9.59M -179,105 -2%
Renaissance Technologies
13
Renaissance Technologies
New York
$506M +$7.43M +138,800 +2%
Wells Fargo
14
Wells Fargo
California
$480M -$9.23M -172,402 -2%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$421M +$65.1M +1,215,420 +19%
Norges Bank
16
Norges Bank
Norway
$399M -$26.3M -491,866 -6%
Invesco
17
Invesco
Georgia
$398M +$70.6M +1,319,096 +22%
Goldman Sachs
18
Goldman Sachs
New York
$339M +$23.6M +441,357 +8%
Bank of America
19
Bank of America
North Carolina
$318M +$31.8M +593,674 +12%
N
20
Nuveen
North Carolina
$282M +$233M +4,360,030 +582%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$271M -$3M -56,000 -1%
UBS AM
22
UBS AM
Illinois
$264M +$11.6M +216,446 +5%
Charles Schwab
23
Charles Schwab
California
$258M +$6.14M +114,604 +3%
Swiss National Bank
24
Swiss National Bank
Switzerland
$258M -$5.17M -96,500 -2%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$233M +$1.91M +35,601 +0.9%
1
2 3 4 5

SO Hedge Fund Activity: Q2 2019 in Review

1,273 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2019, worth a combined $34B — up 9.9% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SO positions and 65 closed out — a net gain of 25 holders — while 517 added to existing stakes and 455 trimmed.

The largest buyer was Nuveen, adding an estimated $233M. The largest seller was Franklin Resources, cutting an estimated $154M.

  • 1,273 institutional investors held Southern Company (SO) as of Q2 2019, up from 1,268 in Q1 2019.
  • Funds reported $34B of Southern Company stock for Q2 2019, up 9.9% quarter-over-quarter.
  • 90 funds opened new Southern Company positions in Q2 2019 and 65 closed out, a net change of +25 holders.
  • The largest Southern Company buyer in Q2 2019 was Nuveen, an estimated $233M added.
  • The largest Southern Company seller in Q2 2019 was Franklin Resources, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2019.