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Southern Company
SO

Overview Fund Activity

1,194 hedge funds and large institutions have $26B invested in Southern Company in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 460 increasing their positions, 504 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,194
Holders Change
-38
Holders Change %
-3.08%
% of All Funds
27.4%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
84
Increased
460
Reduced
504
Closed
106
Calls
$235M
Puts
$168M
Net Calls
+$67M
Net Calls Change
+$64.7M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.74B
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$414M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$661M
4
Bank of America
4
Bank of America
North Carolina
$307M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$163M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.32B
2
Ameriprise
2
Ameriprise
Minnesota
$109M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$78.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$163M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$163M +$125M +2,795,800 +330%
EIP
27
Epoch Investment Partners
New York
$143M -$6.42M -143,827 -4%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$137M +$1.9M +42,559 +1%
TCIM
29
TIAA CREF Investment Management
New York
$125M -$23.2M -519,213 -16%
RJA
30
Raymond James & Associates
Florida
$111M +$22.6M +506,473 +26%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$109M -$6.07M -136,000 -5%
Ameriprise
32
Ameriprise
Minnesota
$109M -$253M -5,669,579 -70%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$108M -$12M -267,990 -10%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$108M +$20.7M +463,198 +24%
Mitsubishi UFJ Trust & Banking
35
Mitsubishi UFJ Trust & Banking
Japan
$107M +$1.57M +35,261 +2%
Barclays
36
Barclays
United Kingdom
$104M +$50.9M +1,140,064 +95%
PPA
37
Parametric Portfolio Associates
Washington
$102M -$3.14M -70,415 -3%
CIM
38
Confluence Investment Management
Missouri
$98.4M +$6.79M +151,948 +7%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$93.6M +$5.08M +113,796 +6%
DPIM
40
Duff & Phelps Investment Management
Illinois
$89.5M -$15.6K -350 -0%
TA
41
Teachers Advisors
New York
$88M +$5.48M +122,768 +7%
H
42
Hexavest
Quebec, Canada
$83.2M +$202K +4,521 +0.2%
Stifel Financial
43
Stifel Financial
Missouri
$83.1M +$4.12M +92,224 +5%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$81.2M +$568K +12,725 +0.7%
Canada Life
45
Canada Life
Manitoba, Canada
$78.8M +$1.69M +37,728 +2%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$78.5M +$778K +17,422 +1%
PAMU
47
Pictet Asset Management (UK)
United Kingdom
$78.1M -$105M -2,357,015 -57%
Asset Management One
48
Asset Management One
Japan
$74.4M +$754K +16,885 +1%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$73.9M -$2.35M -52,533 -3%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$73.4M -$13.3M -298,705 -15%
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