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Southern Company
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Overview Fund Activity

1,317 hedge funds and large institutions have $38.6B invested in Southern Company in 2019 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 493 increasing their positions, 491 reducing their positions, and 53 closing their positions.

Holders
1,317
Holders Change
+45
Holders Change %
+3.54%
% of All Funds
28.93%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.66%
New
104
Increased
493
Reduced
491
Closed
53
Calls
$456M
Puts
$224M
Net Calls
+$232M
Net Calls Change
+$145M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.48B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.59B
3
Bank of America
3
Bank of America
North Carolina
$454M
4
ZP
4
Zimmer Partners
New York
$167M
5
State Street
5
State Street
Massachusetts
$3.35B

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$418M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$196M
3
Norges Bank
3
Norges Bank
Norway
$345M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$673M
5
Prudential Financial
5
Prudential Financial
New Jersey
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$232M -$27.8M -450,034 -11%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$196M -$106M -1,720,210 -35%
CS
28
Credit Suisse
Switzerland
$195M +$59.7M +967,241 +44%
PPA
29
Parametric Portfolio Associates
Washington
$189M +$12.8M +206,956 +7%
Morgan Stanley
30
Morgan Stanley
New York
$186M +$7.17M +116,086 +4%
ZP
31
Zimmer Partners
New York
$167M +$93.3M +1,510,340 +126%
APG Asset Management
32
APG Asset Management
Netherlands
$139M -$18.8M -331,394 -12%
CIM
33
Confluence Investment Management
Missouri
$139M +$365K +5,916 +0.3%
Ameriprise
34
Ameriprise
Minnesota
$138M +$1.52M +24,556 +1%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$134M +$1.36M +22,000 +1%
Deutsche Bank
36
Deutsche Bank
Germany
$134M +$14.8M +239,102 +12%
First Trust Advisors
37
First Trust Advisors
Illinois
$133M +$14.6M +236,659 +12%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$128M -$12.2M -197,992 -9%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$127M +$439K +7,109 +0.3%
RJA
40
Raymond James & Associates
Florida
$122M -$18.6M -301,041 -13%
Prudential Financial
41
Prudential Financial
New Jersey
$120M -$61.9M -1,001,334 -34%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$119M +$3.6M +58,360 +3%
DPIM
43
Duff & Phelps Investment Management
Illinois
$118M – – –
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$114M -$870K -14,083 -0.8%
Canada Life
45
Canada Life
Manitoba, Canada
$111M -$22.3M -361,128 -17%
Stifel Financial
46
Stifel Financial
Missouri
$110M -$4.47M -72,376 -4%
AllianceBernstein
47
AllianceBernstein
Tennessee
$107M +$2.7M +43,782 +3%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$105M +$57M +922,000 +119%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$104M +$129K +2,094 +0.1%
UBS Group
50
UBS Group
Switzerland
$104M +$18.2M +294,880 +21%
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