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Southern Company
SO

Overview Fund Activity

1,133 hedge funds and large institutions have $26.1B invested in Southern Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 479 increasing their positions, 416 reducing their positions, and 60 closing their positions.

Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
30.28%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
56
Increased
479
Reduced
416
Closed
60
Calls
$246M
Puts
$184M
Net Calls
+$62.3M
Net Calls Change
-$241M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$711M
2
Citigroup
2
Citigroup
New York
$260M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.29B
4
Wells Fargo
4
Wells Fargo
California
$627M
5
LC
5
LNZ Capital
New York
$97M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$47.3M
3
BFA
3
BlackRock Fund Advisors
California
$927M
4
Morgan Stanley
4
Morgan Stanley
New York
$266M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ZP
51
Zimmer Partners
New York
$93M 1,812,500 +1,508,300 +496%
BIM
52
BlackRock Investment Management
Delaware
$90.6M 1,765,236 +56,610 +3%
AllianceBernstein
53
AllianceBernstein
Tennessee
$87.9M 1,713,424 +81,555 +5%
First Trust Advisors
54
First Trust Advisors
Illinois
$87.8M 1,711,850 +325,460 +23%
WHRC
55
W.H. Reaves & Co
New Jersey
$86.3M 1,682,955 +1,055,952 +168%
Stifel Financial
56
Stifel Financial
Missouri
$84.9M 1,654,523 +235,890 +17%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$82.7M 1,612,547 -16,762 -1%
Renaissance Technologies
58
Renaissance Technologies
New York
$81.3M 1,585,300 +590,000 +59%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$80.8M 1,575,269 +121,205 +8%
TA
60
Teachers Advisors
New York
$80.7M 1,573,831 +60,988 +4%
CS
61
Credit Suisse
Switzerland
$80.3M 1,565,502 +2,047 +0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
62
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$79.5M 1,549,420 +676,860 +78%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$79.1M 1,541,320 +52,734 +4%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$78.9M 1,538,181 +93,355 +6%
UBS Group
65
UBS Group
Switzerland
$77.8M 1,517,018 -32,308 -2%
MTB
66
Mizuho Trust & Banking
Japan
$77.4M 1,508,633 +44,058 +3%
Prudential Financial
67
Prudential Financial
New Jersey
$72.2M 1,406,460 +76,781 +6%
Principal Financial Group
68
Principal Financial Group
Iowa
$70.3M 1,370,536 +80,899 +6%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.6M 1,356,730 -48,618 -3%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$68.4M 1,333,390 +2,160 +0.2%
CIM
71
Confluence Investment Management
Missouri
$66.6M 1,298,232 +93,439 +8%
BJ
72
BlackRock Japan
Japan
$65.7M 1,281,052 +53,504 +4%
HAI
73
Hennessy Advisors Inc
California
$62.9M 1,225,600 +1,225,600 New
RFC
74
Regions Financial Corp
Alabama
$62.8M 1,224,503 +11,453 +0.9%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$60.9M 1,186,943 -19,934 -2%
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