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Southern Company
SO

Overview Fund Activity

1,149 hedge funds and large institutions have $26B invested in Southern Company in 2016 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 494 increasing their positions, 379 reducing their positions, and 51 closing their positions.

Holders
1,149
Holders Change
+27
Holders Change %
+2.41%
% of All Funds
30.71%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.75%
New
86
Increased
494
Reduced
379
Closed
51
Calls
$484M
Puts
$180M
Net Calls
+$303M
Net Calls Change
+$189M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.24B
2
Morgan Stanley
2
Morgan Stanley
New York
$326M
3
Capital International Investors
3
Capital International Investors
California
$173M
4
BFA
4
BlackRock Fund Advisors
California
$1.02B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$759M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$17.6M
2
H
2
Hexavest
Quebec, Canada
$26.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$53.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
RCM
5
Riverhead Capital Management
Delaware
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
Nordea Investment Management
26
Nordea Investment Management
Sweden
$191M 3,568,786 -1,217,331 -25%
Capital International Investors
27
Capital International Investors
California
$173M 3,225,300 +2,702,700 +517%
EIP
28
Epoch Investment Partners
New York
$166M 3,091,750 +57,555 +2%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$150M 2,792,913 +47,865 +2%
Charles Schwab
30
Charles Schwab
California
$148M 2,753,596 +108,061 +4%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$139M 2,592,506 +691,693 +36%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$136M 2,531,192 +211,742 +9%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$132M 2,469,800 +78,300 +3%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$130M 2,427,931 +150,210 +7%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$130M 2,425,128 -67,500 -3%
RJA
36
Raymond James & Associates
Florida
$123M 2,301,033 +148,170 +7%
DPIM
37
Duff & Phelps Investment Management
Illinois
$120M 2,237,330 -310 -0%
BlackRock
38
BlackRock
New York
$117M 2,190,472 +324,177 +17%
PPA
39
Parametric Portfolio Associates
Washington
$114M 2,128,782 +112,601 +6%
Canada Life
40
Canada Life
Manitoba, Canada
$113M 2,107,408 +379,490 +22%
TCIM
41
TIAA CREF Investment Management
New York
$110M 2,059,560 +197,951 +11%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$110M 2,050,955 +66,823 +3%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$109M 2,041,597 +122,696 +6%
PI
44
PGGM Investments
Netherlands
$107M 1,999,587 +31,269 +2%
AI
45
Analytic Investors
California
$102M 1,898,669 -11,816 -0.6%
T
46
TOBAM
France
$98.7M 1,840,008 +192,888 +12%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$97.4M 1,815,372 +66,840 +4%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$96.9M 1,807,717 +46,961 +3%
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$94.6M 1,764,468 -355,599 -17%
BIM
50
BlackRock Investment Management
Delaware
$91.6M 1,708,626 +50,234 +3%
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