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Southern Company
SO

Overview Fund Activity

1,056 hedge funds and large institutions have $21.4B invested in Southern Company in 2015 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 401 increasing their positions, 357 reducing their positions, and 54 closing their positions.

Holders
1,056
Holders Change
+52
Holders Change %
+5.18%
% of All Funds
27.73%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.79%
New
117
Increased
401
Reduced
357
Closed
54
Calls
$252M
Puts
$127M
Net Calls
+$125M
Net Calls Change
+$83.9M

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$171M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$63.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.56B
4
BFA
4
BlackRock Fund Advisors
California
$724M
5
Millennium Management
5
Millennium Management
New York
$45.2M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$994M
2
State Street
2
State Street
Massachusetts
$1.98B
3
AI
3
Analytic Investors
California
$93.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$145M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$496M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$161M 3,433,624 +35,100 +1%
Deutsche Bank
27
Deutsche Bank
Germany
$145M 3,105,198 -964,420 -24%
EIP
28
Epoch Investment Partners
New York
$142M 3,038,254 -55,797 -2%
Goldman Sachs
29
Goldman Sachs
New York
$138M 2,952,286 -702,174 -19%
JHIU
30
Janus Henderson Investors US
Colorado
$133M 2,832,897 -40,600 -1%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$122M 2,570,469 +15,763 +0.6%
Charles Schwab
32
Charles Schwab
California
$119M 2,547,599 +85,038 +3%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$119M 2,546,428 -24,300 -0.9%
Renaissance Technologies
34
Renaissance Technologies
New York
$116M 2,483,400 +558,100 +29%
DPIM
35
Duff & Phelps Investment Management
Illinois
$114M 2,431,240 -740 -0%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$110M 2,346,800 -82,000 -3%
BlackRock
37
BlackRock
New York
$109M 2,338,650 +16,075 +0.7%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$104M 2,218,515 +52,529 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$103M 2,191,274 +651,452 +42%
RJA
40
Raymond James & Associates
Florida
$96.1M 2,054,346 +47,702 +2%
AI
41
Analytic Investors
California
$93.4M 1,996,520 -1,055,605 -35%
PI
42
PGGM Investments
Netherlands
$90.2M 1,926,815 -36,864 -2%
PPA
43
Parametric Portfolio Associates
Washington
$87.8M 1,875,965 +79,281 +4%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$83M 1,774,742 +181,217 +11%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$81.3M 1,736,733 +27,477 +2%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$80.8M 1,727,772 +950 +0.1%
UBS Group
47
UBS Group
Switzerland
$80.7M 1,724,706 +101,396 +6%
BIM
48
BlackRock Investment Management
Delaware
$79M 1,687,650 +41,681 +3%
AI
49
Ariel Investments
Illinois
$77.9M 1,665,185 – –
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$75.7M 1,617,364 +99 +0%
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