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Southern Company
SO

Overview Fund Activity

1,181 hedge funds and large institutions have $25.7B invested in Southern Company in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 420 increasing their positions, 484 reducing their positions, and 82 closing their positions.

Holders
1,181
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
27.04%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.34%
New
93
Increased
420
Reduced
484
Closed
82
Calls
$281M
Puts
$203M
Net Calls
+$78.4M
Net Calls Change
-$38.4M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$210M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.66B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$376M
4
ZP
4
Zimmer Partners
New York
$63.2M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$216M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$251M
2
Goldman Sachs
2
Goldman Sachs
New York
$397M
3
CBOA
3
Commonwealth Bank of Australia
Australia
$276M
4
EIP
4
Energy Income Partners
Connecticut
$2.96M
5
CIC
5
Crawford Investment Counsel
Georgia
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$168M +$6.91M +158,555 +4%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$167M -$8.51M -195,165 -5%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$159M +$30.5M +700,216 +24%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$150M +$3.1M +71,040 +2%
Ameriprise
30
Ameriprise
Minnesota
$148M -$16.3M -242,268 -10%
Deutsche Bank
31
Deutsche Bank
Germany
$122M +$23.6M +540,702 +24%
EIP
32
Epoch Investment Partners
New York
$121M -$8.03M -184,143 -6%
CS
33
Credit Suisse
Switzerland
$119M +$52.2M +1,197,520 +79%
RJA
34
Raymond James & Associates
Florida
$106M -$689K -15,800 -0.6%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$104M +$4.48M +102,823 +4%
PPA
36
Parametric Portfolio Associates
Washington
$104M -$580K -13,314 -0.6%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$99.5M +$2.4M +55,116 +2%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$98.2M -$1.92M -44,000 -2%
CIM
39
Confluence Investment Management
Missouri
$96.2M -$716K -16,412 -0.7%
DPIM
40
Duff & Phelps Investment Management
Illinois
$87.3M -$9.16K -210 -0%
Stifel Financial
41
Stifel Financial
Missouri
$85.8M +$6.6M +151,577 +8%
Barclays
42
Barclays
United Kingdom
$83.1M +$21.8M +500,958 +36%
TA
43
Teachers Advisors
New York
$81.7M -$140K -3,209 -0.2%
Asset Management One
44
Asset Management One
Japan
$81.6M +$4.32M +99,187 +6%
Canada Life
45
Canada Life
Manitoba, Canada
$81M -$2.7M -61,736 -3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$79.6M -$379K -8,700 -0.5%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$79.2M +$1.6M +36,654 +2%
TCIM
48
TIAA CREF Investment Management
New York
$77M -$7.57M -173,576 -9%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$73.6M +$124K +2,851 +0.2%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$71.3M +$26.7M +612,867 +60%
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