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Southern Company
SO

Overview Fund Activity

1,027 hedge funds and large institutions have $20B invested in Southern Company in 2015 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 428 increasing their positions, 370 reducing their positions, and 80 closing their positions.

Holders
1,027
Holders Change
-13
Holders Change %
-1.25%
% of All Funds
27.39%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.45%
New
79
Increased
428
Reduced
370
Closed
80
Calls
$204M
Puts
$135M
Net Calls
+$69.9M
Net Calls Change
-$26.8M

Top Buyers

1
O
1
OppenheimerFunds
New York
$94M
2
AI
2
Analytic Investors
California
$161M
3
Citigroup
3
Citigroup
New York
$50.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$171M
5
T
5
TOBAM
France
$53.4M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.29M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$354M
4
EA
4
Euclid Advisors
Connecticut
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$367M
Name Market Value Shares Shares
Change 		Shares
Change %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$64.7M 1,461,843 +44,651 +3%
PI
52
PGGM Investments
Netherlands
$63.6M 1,436,599 -156,264 -10%
Hotchkis & Wiley Capital Management
53
Hotchkis & Wiley Capital Management
California
$62.1M 1,403,212 +459,222 +49%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$61.4M 1,386,848 -230,622 -14%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$60.4M 1,371,702 +274,460 +25%
CS
56
Credit Suisse
Switzerland
$60.3M 1,362,043 -228,024 -14%
Canada Life
57
Canada Life
Manitoba, Canada
$58.6M 1,326,527 -85,977 -6%
Barclays
58
Barclays
United Kingdom
$57.9M 1,314,942 +66,493 +5%
MTB
59
Mizuho Trust & Banking
Japan
$56.9M 1,284,585 +72,264 +6%
WHG
60
Westwood Holdings Group
Texas
$56.4M 1,272,890 +150,460 +13%
SC
61
Stralem & Co
New York
$56.1M 1,266,945 -161,959 -11%
T
62
TOBAM
France
$53.4M 1,206,980 +591,969 +96%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$51.7M 1,168,112 -104,767 -8%
Principal Financial Group
64
Principal Financial Group
Iowa
$51.1M 1,154,280 +54,331 +5%
Citigroup
65
Citigroup
New York
$50.9M 1,149,758 +687,604 +149%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$50M 1,128,483 +48,597 +5%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$49.4M 1,116,282 -35,530 -3%
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
$49.4M 1,115,376 +90,907 +9%
AQR Capital Management
69
AQR Capital Management
Connecticut
$48.2M 1,088,684 +209,600 +24%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$48.1M 1,086,998 +47,326 +5%
MAA
71
Managed Account Advisors
New Jersey
$46.5M 1,049,439 +46,962 +5%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$46.2M 1,042,315 -173,821 -14%
Stifel Financial
73
Stifel Financial
Missouri
$45.9M 1,036,463 +32,371 +3%
Renaissance Technologies
74
Renaissance Technologies
New York
$45.3M 1,021,900 -1,464,600 -59%
BJ
75
BlackRock Japan
Japan
$45.1M 1,018,421 -70,058 -6%
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