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Southern Company
SO

Overview Fund Activity

986 hedge funds and large institutions have $19.3B invested in Southern Company in 2015 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 395 increasing their positions, 372 reducing their positions, and 79 closing their positions.

Holders
986
Holders Change
-41
Holders Change %
-3.99%
% of All Funds
26.59%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.27%
New
50
Increased
395
Reduced
372
Closed
79
Calls
$242M
Puts
$212M
Net Calls
+$30.1M
Net Calls Change
-$39.8M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$211M
2
Franklin Resources
2
Franklin Resources
California
$1.45B
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$210M
4
H
4
Hexavest
Quebec, Canada
$134M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$70.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$230M
2
State Street
2
State Street
Massachusetts
$1.76B
3
Prudential Financial
3
Prudential Financial
New Jersey
$49.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$136M 3,241,124 -4,400 -0.1%
H
27
Hexavest
Quebec, Canada
$134M 3,188,972 +2,661,515 +505%
Morgan Stanley
28
Morgan Stanley
New York
$121M 2,893,413 -920,660 -24%
EIP
29
Epoch Investment Partners
New York
$119M 2,845,531 +1,175 +0%
Invesco
30
Invesco
Georgia
$114M 2,721,852 -227,902 -8%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$110M 2,632,428 +49,266 +2%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$107M 2,542,659 +54,749 +2%
Charles Schwab
33
Charles Schwab
California
$103M 2,447,692 +60,231 +3%
DPIM
34
Duff & Phelps Investment Management
Illinois
$102M 2,432,740 – –
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$101M 2,418,489 -32,493 -1%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$90.7M 2,164,301 +108,150 +5%
O
37
OppenheimerFunds
New York
$89.1M 2,126,530 +3,332 +0.2%
BlackRock
38
BlackRock
New York
$87.4M 2,087,013 -205,757 -9%
RJA
39
Raymond James & Associates
Florida
$86.2M 2,056,813 +102,767 +5%
PI
40
PGGM Investments
Netherlands
$81.7M 1,948,960 +512,361 +36%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$73.6M 1,755,643 -467,389 -21%
GC
42
Guggenheim Capital
Illinois
$71.2M 1,699,659 -92,752 -5%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$71.1M 1,697,322 +93,170 +6%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$70.2M 1,675,200 +1,675,200 New
AllianceBernstein
45
AllianceBernstein
Tennessee
$69.7M 1,663,880 -46,152 -3%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$69.5M 1,658,821 -27,143 -2%
BIM
47
BlackRock Investment Management
Delaware
$68.8M 1,641,511 +105,977 +7%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$67.8M 1,617,233 -44,314 -3%
PPA
49
Parametric Portfolio Associates
Washington
$67.6M 1,613,972 +56,068 +4%
Citigroup
50
Citigroup
New York
$67.4M 1,609,154 +459,396 +40%
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