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Southern Company
SO

Overview Fund Activity

1,004 hedge funds and large institutions have $20.3B invested in Southern Company in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 406 increasing their positions, 357 reducing their positions, and 43 closing their positions.

Holders
1,004
Holders Change
+18
Holders Change %
+1.83%
% of All Funds
28.06%
Holding in Top 10
24
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+140%
% of All Funds
0.67%
New
70
Increased
406
Reduced
357
Closed
43
Calls
$199M
Puts
$158M
Net Calls
+$40.9M
Net Calls Change
+$10.8M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$86.1M
2
State Street
2
State Street
Massachusetts
$1.95B
3
Bank of America
3
Bank of America
North Carolina
$213M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.39B
5
BAPIM
5
British Airways Pensions Investment Management
United Kingdom
$35.7M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$26.9M
2
Franklin Resources
2
Franklin Resources
California
$1.4B
3
O
3
OppenheimerFunds
New York
$0
4
American Century Companies
4
American Century Companies
Missouri
$5.23M
5
SC
5
Stralem & Co
New York
$903K
Name Market Value Shares Shares
Change 		Shares
Change %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$71.2M 1,593,525 +66,796 +4%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$69.8M 1,563,336 +206,032 +15%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$68.8M 1,539,822 +50,810 +3%
CA
54
Cortland Advisers
Delaware
$67.1M 1,500,000 – –
CS
55
Credit Suisse
Switzerland
$62.9M 1,407,371 -29,176 -2%
TCIM
56
TIAA CREF Investment Management
New York
$62.1M 1,389,627 -22,298 -2%
MTB
57
Mizuho Trust & Banking
Japan
$61.4M 1,374,052 +23,843 +2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$58.4M 1,305,643 +37,753 +3%
AQR Capital Management
59
AQR Capital Management
Connecticut
$57.1M 1,277,771 +263,275 +26%
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$56.4M 1,262,139 +44,558 +4%
WHG
61
Westwood Holdings Group
Texas
$56.1M 1,255,525 +12,335 +1%
BJ
62
BlackRock Japan
Japan
$55.9M 1,249,587 +178,867 +17%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$54.7M 1,224,658 +44,312 +4%
Canada Life
64
Canada Life
Manitoba, Canada
$54.2M 1,210,971 +114,489 +10%
Prudential Financial
65
Prudential Financial
New Jersey
$52.4M 1,171,597 -19,230 -2%
Principal Financial Group
66
Principal Financial Group
Iowa
$52M 1,163,225 +4,810 +0.4%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$51.9M 1,162,127 -4,830 -0.4%
RCM
68
Riverhead Capital Management
Delaware
$50.6M 1,131,527 +161,268 +17%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$50M 1,117,941 -637,702 -36%
Barclays
70
Barclays
United Kingdom
$49.7M 1,130,272 -331,220 -23%
Stifel Financial
71
Stifel Financial
Missouri
$49.4M 1,104,759 +11,393 +1%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$48.6M 1,087,242 -231,210 -18%
CIM
73
Confluence Investment Management
Missouri
$48.1M 1,075,534 +41,016 +4%
SO
74
STRS Ohio
Ohio
$45.2M 1,011,299 +19,946 +2%
RFC
75
Russell Frank Company
Washington
$44.4M 993,951 +559,751 +129%
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