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Southern Company
SO

Overview Fund Activity

1,364 hedge funds and large institutions have $31.9B invested in Southern Company in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 552 increasing their positions, 505 reducing their positions, and 93 closing their positions.

Holders
1,364
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
28.04%
Holding in Top 10
9
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-67.86%
% of All Funds
0.19%
New
107
Increased
552
Reduced
505
Closed
93
Calls
$239M
Puts
$129M
Net Calls
+$110M
Net Calls Change
+$22.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$262M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$153M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.01B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$746M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$340M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$23.5M
3
Invesco
3
Invesco
Georgia
$162M
4
BlackRock
4
BlackRock
New York
$3.88B
5
Norges Bank
5
Norges Bank
Norway
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
APG Asset Management
26
APG Asset Management
Netherlands
$164M 3,550,678 -298,100 -8%
Invesco
27
Invesco
Georgia
$162M 3,115,913 -2,943,812 -49%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$153M 2,955,516 -762,100 -20%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$153M 2,964,098 +2,795,556 +1,659%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$140M 2,707,775 +506,605 +23%
Ensign Peak Advisors
31
Ensign Peak Advisors
Utah
$136M 2,623,598 -338,718 -11%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$126M 2,438,116 -655,670 -21%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$116M 2,245,951 -64,573 -3%
CIM
34
Confluence Investment Management
Missouri
$108M 2,090,505 -47,854 -2%
RJA
35
Raymond James & Associates
Florida
$108M 2,075,697 +386,441 +23%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$107M 2,064,273 -59,638 -3%
CS
37
Credit Suisse
Switzerland
$107M 2,062,405 -162,419 -7%
Ameriprise
38
Ameriprise
Minnesota
$107M 2,061,076 -169,287 -8%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$104M 2,008,407 +50,595 +3%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$98M 1,889,634 +14,641 +0.8%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$94.4M 1,821,220 +10,938 +0.6%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$94.3M 1,815,701 -152,478 -8%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$93.6M 1,804,442 +447,066 +33%
Stifel Financial
44
Stifel Financial
Missouri
$88.8M 1,712,462 +69,491 +4%
PP
45
Prudential plc
United Kingdom
$88.1M 1,699,331 +429,552 +34%
DPIM
46
Duff & Phelps Investment Management
Illinois
$86.7M 1,672,230 – –
Deutsche Bank
47
Deutsche Bank
Germany
$86M 1,659,228 -580,507 -26%
UBS Group
48
UBS Group
Switzerland
$85.8M 1,654,618 -104,573 -6%
First Trust Advisors
49
First Trust Advisors
Illinois
$85M 1,638,474 -370,901 -18%
Principal Financial Group
50
Principal Financial Group
Iowa
$79.1M 1,525,859 +60,110 +4%
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