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Southern Company
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Overview Fund Activity

1,133 hedge funds and large institutions have $26.1B invested in Southern Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 479 increasing their positions, 416 reducing their positions, and 60 closing their positions.

Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
30.28%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
56
Increased
479
Reduced
416
Closed
60
Calls
$246M
Puts
$184M
Net Calls
+$62.3M
Net Calls Change
-$241M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$711M
2
Citigroup
2
Citigroup
New York
$260M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.29B
4
Wells Fargo
4
Wells Fargo
California
$627M
5
LC
5
LNZ Capital
New York
$97M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$47.3M
3
BFA
3
BlackRock Fund Advisors
California
$927M
4
Morgan Stanley
4
Morgan Stanley
New York
$266M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$194M -$22.8M -444,215 -11%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$174M -$260M -5,072,066 -60%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$167M -$16.4M -318,949 -9%
EIP
29
Epoch Investment Partners
New York
$162M +$3.3M +64,339 +2%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$150M +$6.83M +133,139 +5%
Charles Schwab
31
Charles Schwab
California
$149M +$7.88M +153,549 +6%
DPIM
32
Duff & Phelps Investment Management
Illinois
$140M +$25.6M +499,830 +22%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$133M +$8.2M +159,828 +7%
RJA
34
Raymond James & Associates
Florida
$131M +$13.3M +259,072 +11%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$131M +$4.33M +84,500 +3%
Ameriprise
36
Ameriprise
Minnesota
$130M +$83.2M +1,622,934 +178%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$128M -$1.64M -31,924 -1%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$118M -$6M -117,000 -5%
PPA
39
Parametric Portfolio Associates
Washington
$118M +$8.81M +171,638 +8%
BlackRock
40
BlackRock
New York
$112M -$433K -8,431 -0.4%
AQR Capital Management
41
AQR Capital Management
Connecticut
$110M +$27.5M +535,092 +33%
T
42
TOBAM
France
$109M +$14.9M +290,024 +16%
Canada Life
43
Canada Life
Manitoba, Canada
$107M -$670K -13,048 -0.6%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$106M +$893K +17,400 +0.8%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$106M +$1.19M +23,152 +1%
AI
46
Analytic Investors
California
$105M +$7.5M +146,291 +8%
PI
47
PGGM Investments
Netherlands
$104M +$1.52M +29,639 +1%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$99.6M +$6.47M +126,190 +7%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$98.9M +$6.2M +120,840 +7%
LC
50
LNZ Capital
New York
$97M +$90.3M +1,761,000 +1,355%
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