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Southern Company
SO

Overview Fund Activity

1,212 hedge funds and large institutions have $25.8B invested in Southern Company in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 422 increasing their positions, 479 reducing their positions, and 95 closing their positions.

Holders
1,212
Holders Change
+31
Holders Change %
+2.62%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
139
Increased
422
Reduced
479
Closed
95
Calls
$213M
Puts
$109M
Net Calls
+$104M
Net Calls Change
+$25.8M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.57B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$366M
3
State Street
3
State Street
Massachusetts
$2.18B
4
BlackRock
4
BlackRock
New York
$2.99B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$457M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.47B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
CBOA
3
Commonwealth Bank of Australia
Australia
$95.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$267M
5
PAM
5
Panagora Asset Management
Massachusetts
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$173M 3,935,724 +85,664 +2%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$171M 3,885,017 +59,598 +2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$115M 2,627,790 +233,770 +10%
PPA
29
Parametric Portfolio Associates
Washington
$112M 2,540,014 +162,537 +7%
Canada Life
30
Canada Life
Manitoba, Canada
$110M 2,557,708 +702,425 +38%
EIP
31
Epoch Investment Partners
New York
$108M 2,468,571 -314,311 -11%
RJA
32
Raymond James & Associates
Florida
$105M 2,398,302 -42,300 -2%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$100M 2,276,315 -5,821 -0.3%
CIM
34
Confluence Investment Management
Missouri
$99M 2,254,718 +49,416 +2%
TA
35
Teachers Advisors
New York
$96.3M 2,192,063 +317,457 +17%
TCIM
36
TIAA CREF Investment Management
New York
$95.8M 2,180,940 +413,999 +23%
CBOA
37
Commonwealth Bank of Australia
Australia
$95.7M 2,146,167 -4,183,679 -66%
Ameriprise
38
Ameriprise
Minnesota
$95.7M 2,179,481 -16,358 -0.7%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$93.5M 2,128,900 -123,000 -5%
CS
40
Credit Suisse
Switzerland
$91.9M 2,093,413 -624,525 -23%
Deutsche Bank
41
Deutsche Bank
Germany
$88.2M 2,007,629 -790,554 -28%
DPIM
42
Duff & Phelps Investment Management
Illinois
$88M 2,003,140 – –
Stifel Financial
43
Stifel Financial
Missouri
$86.9M 1,978,005 +7,254 +0.4%
ZP
44
Zimmer Partners
New York
$84.5M 1,925,000 +475,000 +33%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$84.4M 1,922,644 +105,232 +6%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$82.3M 1,873,131 +48,515 +3%
Asset Management One
47
Asset Management One
Japan
$79.5M 1,809,812 -63,385 -3%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$74.8M 1,702,351 +14,652 +0.9%
First Trust Advisors
49
First Trust Advisors
Illinois
$72.6M 1,652,542 +195,953 +13%
AllianceBernstein
50
AllianceBernstein
Tennessee
$71.1M 1,618,135 +71,717 +5%
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