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Southern Company
SO

Overview Fund Activity

1,232 hedge funds and large institutions have $27.4B invested in Southern Company in 2017 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 461 increasing their positions, 451 reducing their positions, and 65 closing their positions.

Holders
1,232
Holders Change
+75
Holders Change %
+6.48%
% of All Funds
27.98%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.25%
New
149
Increased
461
Reduced
451
Closed
65
Calls
$211M
Puts
$209M
Net Calls
+$2.34M
Net Calls Change
-$109M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$458M
2
CBOA
2
Commonwealth Bank of Australia
Australia
$312M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$929M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.72B
5
LM
5
Luminus Management
Texas
$70.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
Ameriprise
2
Ameriprise
Minnesota
$390M
3
Norges Bank
3
Norges Bank
Norway
$303M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Franklin Resources
5
Franklin Resources
California
$1.03B
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$175M 3,636,723 +153,320 +4%
EIP
27
Epoch Investment Partners
New York
$161M 3,337,656 +27,601 +0.8%
TCIM
28
TIAA CREF Investment Management
New York
$160M 3,324,297 +473,265 +17%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$160M 3,320,459 -123,137 -4%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$145M 3,016,063 +40,555 +1%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$129M 2,688,617 +125,902 +5%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$124M 2,582,800 -200 -0%
PPA
33
Parametric Portfolio Associates
Washington
$113M 2,355,571 +94,466 +4%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$113M 2,350,284 -32,767 -1%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$102M 2,125,437 +1,070,968 +102%
Deutsche Bank
36
Deutsche Bank
Germany
$102M 2,118,935 -310,776 -13%
CIM
37
Confluence Investment Management
Missouri
$98.6M 2,050,249 +55,264 +3%
DPIM
38
Duff & Phelps Investment Management
Illinois
$96.4M 2,003,820 -260 -0%
Prudential Financial
39
Prudential Financial
New Jersey
$96.1M 1,998,330 +453,660 +29%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$95.3M 1,982,506 +102,695 +5%
RJA
41
Raymond James & Associates
Florida
$95.2M 1,980,426 -29,217 -1%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$93.9M 1,952,659 +140,234 +8%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$93.8M 1,942,988 +870,347 +81%
H
44
Hexavest
Quebec, Canada
$89.4M 1,859,041 +35,075 +2%
TA
45
Teachers Advisors
New York
$88.9M 1,847,835 +149,431 +9%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$86.8M 1,804,957 +56,833 +3%
Stifel Financial
47
Stifel Financial
Missouri
$85.2M 1,770,083 +64,937 +4%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$83.7M 1,741,233 +10,519 +0.6%
Canada Life
49
Canada Life
Manitoba, Canada
$82.9M 1,725,065 +87,887 +5%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$82.1M 1,708,050 +11,017 +0.6%
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