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Southern Company
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Overview Fund Activity

1,166 hedge funds and large institutions have $25.9B invested in Southern Company in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 498 increasing their positions, 417 reducing their positions, and 80 closing their positions.

Holders
1,166
Holders Change
-26
Holders Change %
-2.18%
% of All Funds
29.11%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
68
Increased
498
Reduced
417
Closed
80
Calls
$239M
Puts
$167M
Net Calls
+$72.4M
Net Calls Change
-$15.2M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.03B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$224M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$715M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.4B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$87.7M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$363M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Capital International Investors
3
Capital International Investors
California
$0
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$21.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$161M 3,354,373 +189,752 +6%
EIP
27
Epoch Investment Partners
New York
$158M 3,293,045 +43,448 +1%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$142M 2,963,311 +4,859 +0.2%
TCIM
29
TIAA CREF Investment Management
New York
$140M 2,914,844 +16,599 +0.6%
DPIM
30
Duff & Phelps Investment Management
Illinois
$131M 2,735,930 -700 -0%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$123M 2,570,500 +58,699 +2%
Renaissance Technologies
32
Renaissance Technologies
New York
$121M 2,537,400 +709,400 +39%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$117M 2,440,328 -24,600 -1%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$114M 2,381,361 -84,211 -3%
APG Asset Management
35
APG Asset Management
Netherlands
$112M 2,331,676 -209,300 -8%
PPA
36
Parametric Portfolio Associates
Washington
$105M 2,187,642 +488,645 +29%
T
37
TOBAM
France
$99.9M 2,087,439 +69,928 +3%
RJA
38
Raymond James & Associates
Florida
$95.1M 1,987,142 -673,227 -25%
First Trust Advisors
39
First Trust Advisors
Illinois
$89.1M 1,860,204 +76,428 +4%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$88.1M 1,840,958 -92,797 -5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$87.8M 1,834,038 -514,609 -22%
Two Sigma Investments
42
Two Sigma Investments
New York
$87.7M 1,831,613 +1,831,613 New
CIM
43
Confluence Investment Management
Missouri
$86M 1,796,597 +114,854 +7%
Canada Life
44
Canada Life
Manitoba, Canada
$84.3M 1,762,453 -450,182 -20%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$83.1M 1,734,976 +136,369 +9%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$82.8M 1,728,374 +22,180 +1%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$82.5M 1,722,609 +24,911 +1%
TA
48
Teachers Advisors
New York
$81M 1,691,192 +82,123 +5%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.3M 1,655,754 -34,184 -2%
Asset Management One
50
Asset Management One
Japan
$78.5M 1,638,605 +65,685 +4%
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