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Southern Company
SO

Overview Fund Activity

1,004 hedge funds and large institutions have $20.3B invested in Southern Company in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 406 increasing their positions, 357 reducing their positions, and 43 closing their positions.

Holders
1,004
Holders Change
+18
Holders Change %
+1.83%
% of All Funds
28.06%
Holding in Top 10
24
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+140%
% of All Funds
0.67%
New
70
Increased
406
Reduced
357
Closed
43
Calls
$199M
Puts
$158M
Net Calls
+$40.9M
Net Calls Change
+$10.8M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$86.1M
2
State Street
2
State Street
Massachusetts
$1.95B
3
Bank of America
3
Bank of America
North Carolina
$213M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.39B
5
BAPIM
5
British Airways Pensions Investment Management
United Kingdom
$35.7M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$26.9M
2
Franklin Resources
2
Franklin Resources
California
$1.4B
3
O
3
OppenheimerFunds
New York
$0
4
American Century Companies
4
American Century Companies
Missouri
$5.23M
5
SC
5
Stralem & Co
New York
$903K
Name Market Value Shares Shares
Change 		Shares
Change %
EIP
26
Epoch Investment Partners
New York
$138M 3,094,051 +248,520 +9%
AI
27
Analytic Investors
California
$136M 3,052,125 -356,231 -10%
JHIU
28
Janus Henderson Investors US
Colorado
$128M 2,873,497 -653,500 -19%
Invesco
29
Invesco
Georgia
$121M 2,711,362 -10,490 -0.4%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$115M 2,570,728 -61,700 -2%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$114M 2,554,706 +12,047 +0.5%
Charles Schwab
32
Charles Schwab
California
$110M 2,462,561 +14,869 +0.6%
DPIM
33
Duff & Phelps Investment Management
Illinois
$109M 2,431,980 -760 -0%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$109M 2,428,800 +10,311 +0.4%
BlackRock
35
BlackRock
New York
$104M 2,322,575 +235,562 +11%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$96.8M 2,165,986 +1,685 +0.1%
RJA
37
Raymond James & Associates
Florida
$89.7M 2,006,644 -50,169 -2%
PI
38
PGGM Investments
Netherlands
$87.8M 1,963,679 +14,719 +0.8%
Renaissance Technologies
39
Renaissance Technologies
New York
$86.1M 1,925,300 +1,791,200 +1,336%
PPA
40
Parametric Portfolio Associates
Washington
$80.3M 1,796,684 +182,712 +11%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$77.2M 1,726,822 +29,500 +2%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$76.4M 1,709,256 +50,435 +3%
T
43
TOBAM
France
$76M 1,699,615 +107,919 +7%
AI
44
Ariel Investments
Illinois
$74.4M 1,665,185 +306,207 +23%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$74.1M 1,656,800 -18,400 -1%
AllianceBernstein
46
AllianceBernstein
Tennessee
$73.9M 1,653,673 -10,207 -0.6%
BIM
47
BlackRock Investment Management
Delaware
$73.6M 1,645,969 +4,458 +0.3%
UBS Group
48
UBS Group
Switzerland
$72.6M 1,623,310 +96,258 +6%
GC
49
Guggenheim Capital
Illinois
$72.3M 1,618,057 -81,602 -5%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$72.3M 1,617,265 +32 +0%
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