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Southern Company
SO

Overview Fund Activity

1,361 hedge funds and large institutions have $34.1B invested in Southern Company in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 483 increasing their positions, 601 reducing their positions, and 156 closing their positions.

Holders
1,361
Holders Change
-81
Holders Change %
-5.62%
% of All Funds
30.06%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.62%
New
95
Increased
483
Reduced
601
Closed
156
Calls
$223M
Puts
$136M
Net Calls
+$87.5M
Net Calls Change
+$146M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.01B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.97B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$412M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$375M
5
PP
5
Prudential plc
United Kingdom
$68.7M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$66.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$702M
3
Goldman Sachs
3
Goldman Sachs
New York
$327M
4
BlackRock
4
BlackRock
New York
$4.16B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
APG Asset Management
26
APG Asset Management
Netherlands
$208M 3,848,778 +1,161,563 +43%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$201M 3,717,616 +74,848 +2%
PPA
28
Parametric Portfolio Associates
Washington
$189M 3,485,496 +361,390 +12%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$167M 3,093,786 -417,500 -12%
Ensign Peak Advisors
30
Ensign Peak Advisors
Utah
$160M 2,962,316 -18,697 -0.6%
Morgan Stanley
31
Morgan Stanley
New York
$156M 2,890,354 -233,947 -7%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$125M 2,310,524 -1,363,165 -37%
Deutsche Bank
33
Deutsche Bank
Germany
$121M 2,239,735 -397,033 -15%
Ameriprise
34
Ameriprise
Minnesota
$121M 2,230,363 -137,165 -6%
CS
35
Credit Suisse
Switzerland
$120M 2,224,824 -15,920 -0.7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$119M 2,201,170 -290,674 -12%
CIM
37
Confluence Investment Management
Missouri
$116M 2,138,359 -98,444 -4%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$115M 2,123,911 +4,900 +0.2%
First Trust Advisors
39
First Trust Advisors
Illinois
$109M 2,009,375 -479,622 -19%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$106M 1,957,812 -637 -0%
Victory Capital Management
41
Victory Capital Management
Texas
$106M 1,953,904 +838,897 +75%
Prudential Financial
42
Prudential Financial
New Jersey
$105M 1,940,974 -288,640 -13%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$103M 1,968,179 -69,672 -3%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$102M 1,874,993 +9,604 +0.5%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$98M 1,810,282 -9,195 -0.5%
UBS Group
46
UBS Group
Switzerland
$95.2M 1,759,191 -32,257 -2%
AllianceBernstein
47
AllianceBernstein
Tennessee
$92.9M 1,716,197 +37,728 +2%
RJA
48
Raymond James & Associates
Florida
$91.5M 1,689,256 -151,149 -8%
DPIM
49
Duff & Phelps Investment Management
Illinois
$90.5M 1,672,230 +120 +0%
Stifel Financial
50
Stifel Financial
Missouri
$89M 1,642,971 -164,644 -9%
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