We are live on ! Find out more
SO icon

Southern Company

1,193 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 435 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

55% more call options, than puts

Call options by funds: $246M | Put options by funds: $158M

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

12% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 435

2% more funds holding

Funds holding: 1,1721,193 (+21)

1.18% more ownership

Funds ownership: 53.55%54.73% (+1.2%)

4% more capital invested

Capital invested by funds: $25.8B → $27B (+$1.16B)

Holders
1,193
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.7%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
435
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$178M -$43.1M -871,186 -20%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$168M -$436K -8,823 -0.3%
EIP
28
Epoch Investment Partners
New York
$162M +$7.62M +154,093 +5%
Charles Schwab
29
Charles Schwab
California
$158M +$7.94M +160,633 +5%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$147M -$417K -8,448 -0.3%
TCIM
31
TIAA CREF Investment Management
New York
$144M -$21.7M -439,051 -13%
DPIM
32
Duff & Phelps Investment Management
Illinois
$136M -$26.2K -530 -0%
RJA
33
Raymond James & Associates
Florida
$132M +$955K +19,319 +0.7%
APG Asset Management
34
APG Asset Management
Netherlands
$126M -$70.1M -1,419,174 -36%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$125M +$504K +10,201 +0.4%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$123M -$4.03M -81,503 -3%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$123M -$1.12M -22,700 -0.9%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$117M -$14.7M -297,624 -11%
Canada Life
39
Canada Life
Manitoba, Canada
$110M +$9.35M +189,253 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$106M -$4.01M -81,173 -4%
JP Morgan Chase
41
JP Morgan Chase
New York
$103M +$68M +1,375,311 +196%
AQR Capital Management
42
AQR Capital Management
Connecticut
$102M -$32.2M -652,438 -24%
T
43
TOBAM
France
$100M +$1.09M +22,119 +1%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$96.3M -$4.1M -82,900 -4%
PI
45
PGGM Investments
Netherlands
$93.7M -$5.59M -113,077 -6%
Renaissance Technologies
46
Renaissance Technologies
New York
$91M +$12.4M +251,700 +16%
First Trust Advisors
47
First Trust Advisors
Illinois
$88.8M +$6.7M +135,667 +8%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$84.9M +$3.66M +74,037 +5%
PPA
49
Parametric Portfolio Associates
Washington
$84.6M -$25.8M -522,592 -24%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$84.5M +$2.59M +52,493 +3%