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Southern Company
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Overview Fund Activity

1,442 hedge funds and large institutions have $40.3B invested in Southern Company in 2019 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 495 increasing their positions, 509 reducing their positions, and 60 closing their positions.

Holders
1,442
Holders Change
+125
Holders Change %
+9.49%
% of All Funds
28.48%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.57%
New
206
Increased
495
Reduced
509
Closed
60
Calls
$183M
Puts
$241M
Net Calls
-$58.4M
Net Calls Change
-$290M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.98B
2
State Street
2
State Street
Massachusetts
$3.64B
3
Norges Bank
3
Norges Bank
Norway
$494M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
Goldman Sachs
5
Goldman Sachs
New York
$489M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.7B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$384M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$344M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$963M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.21B
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$234M 3,673,689 +2,130,896 +138%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$232M 3,642,768 -115,629 -3%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$224M 3,511,286 +333,333 +10%
ZP
29
Zimmer Partners
New York
$223M 3,506,141 +801,801 +30%
Morgan Stanley
30
Morgan Stanley
New York
$199M 3,124,301 +115,530 +4%
PPA
31
Parametric Portfolio Associates
Washington
$199M 3,124,106 +64,635 +2%
Ensign Peak Advisors
32
Ensign Peak Advisors
Utah
$190M 2,981,013 +2,981,013 New
Deutsche Bank
33
Deutsche Bank
Germany
$168M 2,636,768 +469,626 +22%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$159M 2,491,844 +427,214 +21%
First Trust Advisors
35
First Trust Advisors
Illinois
$159M 2,488,997 +332,223 +15%
APG Asset Management
36
APG Asset Management
Netherlands
$152M 2,687,215 +233,240 +10%
Ameriprise
37
Ameriprise
Minnesota
$151M 2,367,528 +135,752 +6%
CS
38
Credit Suisse
Switzerland
$143M 2,240,744 -916,361 -29%
Prudential Financial
39
Prudential Financial
New Jersey
$142M 2,229,614 +290,410 +15%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$135M 2,119,011 -48,662 -2%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$130M 2,037,851 -19,756 -1%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$125M 1,958,449 +31,974 +2%
CIM
43
Confluence Investment Management
Missouri
$124M 2,236,803 -5,916 -0.3%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$119M 1,865,389 +18,904 +1%
RJA
45
Raymond James & Associates
Florida
$117M 1,840,405 -139,301 -7%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$116M 1,819,477 +128,497 +8%
Stifel Financial
47
Stifel Financial
Missouri
$115M 1,807,615 +22,603 +1%
UBS Group
48
UBS Group
Switzerland
$114M 1,791,448 +105,485 +6%
AllianceBernstein
49
AllianceBernstein
Tennessee
$107M 1,678,469 -53,874 -3%
DPIM
50
Duff & Phelps Investment Management
Illinois
$107M 1,672,110 -237,350 -12%
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