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Southern Company
SO

Overview Fund Activity

1,356 hedge funds and large institutions have $33.3B invested in Southern Company in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 515 increasing their positions, 526 reducing their positions, and 93 closing their positions.

Holders
1,356
Holders Change
-8
Holders Change %
-0.59%
% of All Funds
27.43%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.24%
New
99
Increased
515
Reduced
526
Closed
93
Calls
$327M
Puts
$178M
Net Calls
+$149M
Net Calls Change
+$39M

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$382M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$900M
3
Franklin Resources
3
Franklin Resources
California
$1.51B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$54.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$68.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$262M
2
State Street
2
State Street
Massachusetts
$2.93B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.01B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$78.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$181M +$39.4K +726 +0%
APG Asset Management
27
APG Asset Management
Netherlands
$172M +$8.25M +178,327 +5%
Invesco
28
Invesco
Georgia
$170M +$1.36M +25,045 +0.8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$151M +$3.7M +68,195 +3%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$147M -$13.1M -241,703 -8%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$136M +$3.8M +70,000 +3%
Ameriprise
32
Ameriprise
Minnesota
$114M +$1.77M +32,724 +2%
CIM
33
Confluence Investment Management
Missouri
$110M -$2.97M -54,799 -3%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$110M -$10.6M -197,596 -9%
RJA
35
Raymond James & Associates
Florida
$110M -$2.57M -47,474 -2%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$108M -$518K -9,548 -0.5%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$106M +$1.4M +24,251 +1%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$106M -$5.99M -110,500 -5%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$104M +$1.45M +26,789 +1%
Deutsche Bank
40
Deutsche Bank
Germany
$103M +$13.5M +249,436 +15%
UBS Group
41
UBS Group
Switzerland
$103M +$13.3M +245,010 +15%
CS
42
Credit Suisse
Switzerland
$102M -$9.83M -181,298 -9%
DPIM
43
Duff & Phelps Investment Management
Illinois
$101M +$10M +184,600 +11%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$99.2M +$471K +8,694 +0.5%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$98.4M -$43.8M -808,063 -31%
First Trust Advisors
46
First Trust Advisors
Illinois
$97.8M +$9M +165,964 +10%
Stifel Financial
47
Stifel Financial
Missouri
$91.9M -$927K -17,105 -1%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$86.5M -$11.3M -208,293 -12%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.5M +$3.96M +72,971 +5%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$81.9M +$17M +313,081 +26%
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