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Southern Company
SO

Overview Fund Activity

1,192 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, 434 reducing their positions, and 58 closing their positions.

Holders
1,192
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.72%
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
434
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.09B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$611M
3
Ameriprise
3
Ameriprise
Minnesota
$438M
4
Franklin Resources
4
Franklin Resources
California
$1.08B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.42B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$594M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$616M
3
Wells Fargo
3
Wells Fargo
California
$694M
4
APG Asset Management
4
APG Asset Management
Netherlands
$126M
5
Capital International Investors
5
Capital International Investors
California
$179M
Name Market Value Shares Shares
Change 		Shares
Change %
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$178M 3,566,442 -871,186 -20%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$168M 3,369,624 -8,823 -0.3%
EIP
28
Epoch Investment Partners
New York
$162M 3,249,597 +154,093 +5%
Charles Schwab
29
Charles Schwab
California
$158M 3,164,621 +160,633 +5%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$147M 2,958,452 -8,448 -0.3%
TCIM
31
TIAA CREF Investment Management
New York
$144M 2,898,245 -439,051 -13%
DPIM
32
Duff & Phelps Investment Management
Illinois
$136M 2,736,630 -530 -0%
RJA
33
Raymond James & Associates
Florida
$132M 2,660,369 +19,319 +0.7%
APG Asset Management
34
APG Asset Management
Netherlands
$126M 2,540,976 -1,419,174 -36%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$125M 2,511,801 +10,201 +0.4%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$123M 2,465,572 -81,503 -3%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$123M 2,464,928 -22,700 -0.9%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$117M 2,348,647 -297,624 -11%
Canada Life
39
Canada Life
Manitoba, Canada
$110M 2,212,635 +189,253 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$106M 2,130,800 -81,173 -4%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$103M 2,076,463 +1,375,311 +196%
AQR Capital Management
42
AQR Capital Management
Connecticut
$102M 2,046,040 -652,438 -24%
T
43
TOBAM
France
$100M 2,017,511 +22,119 +1%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$96.3M 1,933,755 -82,900 -4%
PI
45
PGGM Investments
Netherlands
$93.7M 1,882,611 -113,077 -6%
Renaissance Technologies
46
Renaissance Technologies
New York
$91M 1,828,000 +251,700 +16%
First Trust Advisors
47
First Trust Advisors
Illinois
$88.8M 1,783,776 +135,667 +8%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$84.9M 1,706,194 +74,037 +5%
PPA
49
Parametric Portfolio Associates
Washington
$84.6M 1,698,997 -522,592 -24%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$84.5M 1,697,698 +52,493 +3%
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