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Southern Company
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Overview Fund Activity

1,171 hedge funds and large institutions have $25.8B invested in Southern Company in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 462 increasing their positions, 404 reducing their positions, and 82 closing their positions.

Holders
1,171
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
29.32%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.4%
New
135
Increased
462
Reduced
404
Closed
82
Calls
$238M
Puts
$195M
Net Calls
+$43.3M
Net Calls Change
-$19M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$247M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$290M
3
Wells Fargo
3
Wells Fargo
California
$778M
4
Franklin Resources
4
Franklin Resources
California
$809M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$812M

Top Sellers

1
Citigroup
1
Citigroup
New York
$25.2M
2
LC
2
LNZ Capital
New York
$0
3
MTB
3
Mizuho Trust & Banking
Japan
$0
4
ZP
4
Zimmer Partners
New York
$24.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$200M -$27.4K -558 -0%
APG Asset Management
27
APG Asset Management
Netherlands
$185M -$44.8M -961,300 -20%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$166M +$6.33M +128,610 +4%
TCIM
29
TIAA CREF Investment Management
New York
$164M +$8.48M +172,410 +5%
EIP
30
Epoch Investment Partners
New York
$152M -$2.98M -60,585 -2%
Charles Schwab
31
Charles Schwab
California
$148M +$4.76M +96,843 +3%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$146M +$2.01M +40,848 +1%
Ameriprise
33
Ameriprise
Minnesota
$141M +$17M +346,021 +14%
Deutsche Bank
34
Deutsche Bank
Germany
$140M -$46.5M -945,231 -25%
DPIM
35
Duff & Phelps Investment Management
Illinois
$135M – – –
AQR Capital Management
36
AQR Capital Management
Connecticut
$133M +$27M +549,597 +26%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$130M +$7.23M +147,003 +6%
RJA
38
Raymond James & Associates
Florida
$130M +$3.98M +80,945 +3%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$125M -$2M -40,684 -2%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$123M -$2.59M -52,700 -2%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$122M +$8.83M +179,500 +8%
PPA
42
Parametric Portfolio Associates
Washington
$109M -$3.88M -78,831 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
43
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$109M +$32.6M +662,553 +43%
Canada Life
44
Canada Life
Manitoba, Canada
$99.9M -$3.5M -70,978 -3%
BlackRock
45
BlackRock
New York
$99.7M -$7.62M -154,915 -7%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$99.2M -$2.54M -51,700 -2%
PI
47
PGGM Investments
Netherlands
$98.2M -$1.65M -33,538 -2%
T
48
TOBAM
France
$98.2M -$6.62M -134,640 -6%
BIM
49
BlackRock Investment Management
Delaware
$92.6M +$5.74M +116,691 +7%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$87.4M -$7.46M -151,736 -8%
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