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Southern Company
SO

Overview Fund Activity

1,027 hedge funds and large institutions have $20B invested in Southern Company in 2015 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 428 increasing their positions, 370 reducing their positions, and 80 closing their positions.

Holders
1,027
Holders Change
-13
Holders Change %
-1.25%
% of All Funds
27.39%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.45%
New
79
Increased
428
Reduced
370
Closed
80
Calls
$204M
Puts
$135M
Net Calls
+$69.9M
Net Calls Change
-$26.8M

Top Buyers

1
O
1
OppenheimerFunds
New York
$94M
2
AI
2
Analytic Investors
California
$161M
3
Citigroup
3
Citigroup
New York
$50.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$171M
5
T
5
TOBAM
France
$53.4M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.29M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$354M
4
EA
4
Euclid Advisors
Connecticut
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$367M
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$135M 2,583,162 – –
Invesco
27
Invesco
Georgia
$131M 2,949,754 +105,810 +4%
EIP
28
Epoch Investment Partners
New York
$126M 2,844,356 +17,501 +0.6%
Prudential Financial
29
Prudential Financial
New Jersey
$117M 2,636,327 +586,300 +29%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$110M 2,487,910 +166,978 +7%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$109M 2,450,982 -10,784 -0.4%
DPIM
32
Duff & Phelps Investment Management
Illinois
$108M 2,432,740 -550 -0%
Charles Schwab
33
Charles Schwab
California
$106M 2,387,461 +155,998 +7%
BTS
34
BB&T Securities
Virginia
$103M 233,201 -12,901 -5%
BlackRock
35
BlackRock
New York
$102M 2,292,770 +135,946 +6%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$98.4M 2,223,032 +165,824 +8%
O
37
OppenheimerFunds
New York
$94M 2,123,198 +2,123,198 New
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$91M 2,056,151 +49,356 +2%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$88.2M 1,992,491 +139,535 +8%
RJA
40
Raymond James & Associates
Florida
$86.5M 1,954,046 +114,565 +6%
TCIM
41
TIAA CREF Investment Management
New York
$81.8M 1,847,768 +195,813 +12%
GC
42
Guggenheim Capital
Illinois
$79.4M 1,792,411 +33,027 +2%
AllianceBernstein
43
AllianceBernstein
Tennessee
$75.7M 1,710,032 -24,750 -1%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$74.7M 1,685,964 -27,477 -2%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$73.6M 1,661,547 -2,246 -0.1%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$71M 1,604,152 +50,320 +3%
UBS Group
47
UBS Group
Switzerland
$70M 1,581,561 +32,637 +2%
PPA
48
Parametric Portfolio Associates
Washington
$69M 1,557,904 +187,461 +14%
BIM
49
BlackRock Investment Management
Delaware
$68M 1,535,534 +23,566 +2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$65.1M 1,470,617 -14,630 -1%
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