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Southern Company
SO

Overview Fund Activity

1,122 hedge funds and large institutions have $23.5B invested in Southern Company in 2016 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 472 increasing their positions, 359 reducing their positions, and 52 closing their positions.

Holders
1,122
Holders Change
+66
Holders Change %
+6.25%
% of All Funds
29.94%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
128
Increased
472
Reduced
359
Closed
52
Calls
$207M
Puts
$93M
Net Calls
+$114M
Net Calls Change
-$10.5M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.36B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.96B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$98.3M
4
Norges Bank
4
Norges Bank
Norway
$397M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$99.3M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$660M
2
SAC
2
Smith Affiliated Capital
New York
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$110M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
Millennium Management
5
Millennium Management
New York
$7.64M
Name Market Value Shares Shares
Change 		Shares
Change %
T
51
TOBAM
France
$85.2M 1,647,120 +96,047 +6%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$84M 1,624,323 +6,959 +0.4%
AI
53
Ariel Investments
Illinois
$83.6M 1,615,455 -49,730 -3%
Barclays
54
Barclays
United Kingdom
$82.8M 1,623,525 +559,009 +53%
AllianceBernstein
55
AllianceBernstein
Tennessee
$82.4M 1,592,422 -16,164 -1%
UBS Group
56
UBS Group
Switzerland
$81.6M 1,576,881 -147,825 -9%
MTB
57
Mizuho Trust & Banking
Japan
$75M 1,449,422 +66,220 +5%
CS
58
Credit Suisse
Switzerland
$72.7M 1,405,267 -122,416 -8%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$72.4M 1,400,263 +52,090 +4%
CA
60
Cortland Advisers
Delaware
$70.7M 1,367,295 -132,705 -9%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$70.6M 1,365,234 +74,907 +6%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.4M 1,374,155 +59,152 +4%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$69.6M 1,345,007 +31,977 +2%
RFC
64
Russell Frank Company
Washington
$68.3M 1,320,173 +802,669 +155%
AQR Capital Management
65
AQR Capital Management
Connecticut
$67.9M 1,312,228 +179,596 +16%
Stifel Financial
66
Stifel Financial
Missouri
$66.3M 1,281,831 +71,493 +6%
GC
67
Guggenheim Capital
Illinois
$65.9M 1,273,782 -75,163 -6%
BJ
68
BlackRock Japan
Japan
$64.8M 1,253,131 +10,147 +0.8%
Principal Financial Group
69
Principal Financial Group
Iowa
$63.7M 1,231,216 +29,605 +2%
Prudential Financial
70
Prudential Financial
New Jersey
$61M 1,178,387 +9,900 +0.8%
CIM
71
Confluence Investment Management
Missouri
$59.9M 1,158,526 +18,677 +2%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$58.8M 1,137,017 -30,190 -3%
RFC
73
Regions Financial Corp
Alabama
$58.3M 1,126,110 +181,085 +19%
First Trust Advisors
74
First Trust Advisors
Illinois
$57M 1,101,739 +322,995 +41%
TA
75
Teachers Advisors
New York
$54.8M 1,058,933 +101,217 +11%
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