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Southern Company
SO

Overview Fund Activity

1,122 hedge funds and large institutions have $23.5B invested in Southern Company in 2016 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 472 increasing their positions, 359 reducing their positions, and 52 closing their positions.

Holders
1,122
Holders Change
+66
Holders Change %
+6.25%
% of All Funds
29.94%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
128
Increased
472
Reduced
359
Closed
52
Calls
$207M
Puts
$93M
Net Calls
+$114M
Net Calls Change
-$10.5M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.36B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.96B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$98.3M
4
Norges Bank
4
Norges Bank
Norway
$397M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$99.3M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$660M
2
SAC
2
Smith Affiliated Capital
New York
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$110M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
Millennium Management
5
Millennium Management
New York
$7.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$171M 3,299,444 -153,265 -4%
JHIU
27
Janus Henderson Investors US
Colorado
$170M 3,292,997 +460,100 +16%
EIP
28
Epoch Investment Partners
New York
$157M 3,034,195 -4,059 -0.1%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$142M 2,745,048 +174,579 +7%
Charles Schwab
30
Charles Schwab
California
$137M 2,645,535 +97,936 +4%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$129M 2,492,628 -53,800 -2%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$124M 2,391,500 +44,700 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$120M 2,319,450 +128,176 +6%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$118M 2,277,721 +59,206 +3%
DPIM
35
Duff & Phelps Investment Management
Illinois
$116M 2,237,640 -193,600 -8%
RJA
36
Raymond James & Associates
Florida
$111M 2,152,863 +98,517 +5%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$110M 2,120,067 -1,968,748 -48%
PPA
38
Parametric Portfolio Associates
Washington
$104M 2,016,181 +140,216 +7%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$103M 1,984,132 +247,399 +14%
PI
40
PGGM Investments
Netherlands
$102M 1,968,318 +41,503 +2%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$99.3M 1,918,901 +1,482,894 +340%
AI
42
Analytic Investors
California
$98.8M 1,910,485 -86,035 -4%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$98.3M 1,900,813 +1,900,813 New
BlackRock
44
BlackRock
New York
$96.5M 1,866,295 -472,355 -20%
TCIM
45
TIAA CREF Investment Management
New York
$96.3M 1,861,609 +363,585 +24%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$91.1M 1,760,756 -13,986 -0.8%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$90.5M 1,748,532 +20,760 +1%
Canada Life
48
Canada Life
Manitoba, Canada
$89.3M 1,727,918 +128,786 +8%
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$88.2M 1,704,200 +92,700 +6%
BIM
50
BlackRock Investment Management
Delaware
$85.8M 1,658,392 -29,258 -2%
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