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Southern Company
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Overview Fund Activity

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.62B
2
Goldman Sachs
2
Goldman Sachs
New York
$577M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$803M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.53B
5
Morgan Stanley
5
Morgan Stanley
New York
$228M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$186M
2
Bank of America
2
Bank of America
North Carolina
$197M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$1.8M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
H
5
Hexavest
Quebec, Canada
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$165M -$4.08M -88,100 -2%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$156M +$14M +302,179 +10%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$137M +$24.9M +536,986 +22%
Mitsubishi UFJ Trust & Banking
29
Mitsubishi UFJ Trust & Banking
Japan
$115M +$4.93M +106,511 +4%
RJA
30
Raymond James & Associates
Florida
$114M -$1.41M -30,497 -1%
Ameriprise
31
Ameriprise
Minnesota
$113M -$287K -6,205 -0.3%
PPA
32
Parametric Portfolio Associates
Washington
$111M +$4.89M +105,635 +5%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$106M -$6.99M -150,900 -6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$106M -$5.77M -124,660 -5%
Deutsche Bank
35
Deutsche Bank
Germany
$105M +$43.3M +934,291 +71%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$103M +$6.05M +130,718 +6%
CIM
37
Confluence Investment Management
Missouri
$103M +$904K +19,517 +0.9%
DPIM
38
Duff & Phelps Investment Management
Illinois
$92.8M -$5.56K -120 -0%
TCIM
39
TIAA CREF Investment Management
New York
$89.9M -$40M -864,567 -31%
Canada Life
40
Canada Life
Manitoba, Canada
$88.9M +$7.15M +154,226 +9%
TA
41
Teachers Advisors
New York
$87M -$4.3M -92,788 -5%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$84.9M +$724K +15,634 +0.9%
Stifel Financial
43
Stifel Financial
Missouri
$84.3M -$2M -43,133 -2%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$82.5M +$1.02M +22,103 +1%
Asset Management One
45
Asset Management One
Japan
$82.2M +$5.01M +108,091 +6%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$78M +$1.36M +29,331 +2%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72.9M +$1.05M +22,759 +1%
AllianceBernstein
48
AllianceBernstein
Tennessee
$71.4M +$448K +9,681 +0.6%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$70.9M -$361K -7,803 -0.5%
CS
50
Credit Suisse
Switzerland
$70.4M -$4.69M -101,173 -6%
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