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Southern Company
SO

Overview Fund Activity

1,149 hedge funds and large institutions have $26B invested in Southern Company in 2016 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 494 increasing their positions, 379 reducing their positions, and 51 closing their positions.

Holders
1,149
Holders Change
+27
Holders Change %
+2.41%
% of All Funds
30.71%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.75%
New
86
Increased
494
Reduced
379
Closed
51
Calls
$484M
Puts
$180M
Net Calls
+$303M
Net Calls Change
+$189M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.24B
2
Morgan Stanley
2
Morgan Stanley
New York
$326M
3
Capital International Investors
3
Capital International Investors
California
$173M
4
BFA
4
BlackRock Fund Advisors
California
$1.02B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$759M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$17.6M
2
H
2
Hexavest
Quebec, Canada
$26.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$53.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
RCM
5
Riverhead Capital Management
Delaware
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
EA
51
Emerald Acquisition
Washington
$90.5M 1,687,771 +1,687,771 New
AllianceBernstein
52
AllianceBernstein
Tennessee
$87.5M 1,631,869 +39,447 +2%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$87.4M 1,629,309 +4,986 +0.3%
AQR Capital Management
54
AQR Capital Management
Connecticut
$86.5M 1,613,789 +301,561 +23%
CS
55
Credit Suisse
Switzerland
$83.8M 1,563,455 +158,188 +11%
Millennium Management
56
Millennium Management
New York
$83.7M 1,561,181 +1,413,460 +957%
UBS Group
57
UBS Group
Switzerland
$83.1M 1,549,326 -27,555 -2%
TA
58
Teachers Advisors
New York
$81.1M 1,512,843 +453,910 +43%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$79.8M 1,488,586 +123,352 +9%
MTB
60
Mizuho Trust & Banking
Japan
$78.5M 1,464,575 +15,153 +1%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$78M 1,454,064 +53,801 +4%
Nuveen Asset Management
62
Nuveen Asset Management
Illinois
$77.8M 1,451,326 +1,100,184 +313%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$77.5M 1,444,826 +99,819 +7%
Stifel Financial
64
Stifel Financial
Missouri
$76.1M 1,418,633 +136,802 +11%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75.4M 1,405,348 +31,193 +2%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$75.1M 1,400,425 +1,400,425 New
First Trust Advisors
67
First Trust Advisors
Illinois
$74.4M 1,386,390 +284,651 +26%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$71.4M 1,331,230 +194,213 +17%
Prudential Financial
69
Prudential Financial
New Jersey
$71.3M 1,329,679 +151,292 +13%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$70.3M 1,311,181 +763,990 +140%
GC
71
Guggenheim Capital
Illinois
$69.9M 1,302,751 +28,969 +2%
Principal Financial Group
72
Principal Financial Group
Iowa
$69.2M 1,289,637 +58,421 +5%
BJ
73
BlackRock Japan
Japan
$65.8M 1,227,548 -25,583 -2%
RFC
74
Regions Financial Corp
Alabama
$65.1M 1,213,050 +86,940 +8%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$64.7M 1,206,877 +212,083 +21%
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