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Southern Company
SO

Overview Fund Activity

1,171 hedge funds and large institutions have $25.8B invested in Southern Company in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 462 increasing their positions, 404 reducing their positions, and 82 closing their positions.

Holders
1,171
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
29.32%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.4%
New
135
Increased
462
Reduced
404
Closed
82
Calls
$238M
Puts
$195M
Net Calls
+$43.3M
Net Calls Change
-$19M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$247M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$290M
3
Wells Fargo
3
Wells Fargo
California
$778M
4
Franklin Resources
4
Franklin Resources
California
$809M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$812M

Top Sellers

1
Citigroup
1
Citigroup
New York
$25.2M
2
LC
2
LNZ Capital
New York
$0
3
MTB
3
Mizuho Trust & Banking
Japan
$0
4
ZP
4
Zimmer Partners
New York
$24.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
51
Asset Management One
Japan
$81.6M +$75.8M +1,541,407 +1,329%
First Trust Advisors
52
First Trust Advisors
Illinois
$81.1M -$3.14M -63,741 -4%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$80.9M +$5.11M +103,885 +7%
AllianceBernstein
54
AllianceBernstein
Tennessee
$80.8M -$3.47M -70,503 -4%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$80.3M +$2.8M +56,888 +4%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$78.7M -$637K -12,957 -0.8%
TA
57
Teachers Advisors
New York
$77.8M +$344K +6,988 +0.4%
Renaissance Technologies
58
Renaissance Technologies
New York
$77.5M -$443K -9,000 -0.6%
Stifel Financial
59
Stifel Financial
Missouri
$76.6M -$4.7M -95,540 -6%
CIM
60
Confluence Investment Management
Missouri
$75.4M +$11.5M +234,337 +18%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$74.3M +$2.26M +48,377 +3%
CS
62
Credit Suisse
Switzerland
$72.9M -$4.15M -84,421 -5%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.7M +$5M +101,725 +7%
Robeco Institutional Asset Management
64
Robeco Institutional Asset Management
Netherlands
$68.4M +$16.1M +327,357 +31%
Prudential Financial
65
Prudential Financial
New Jersey
$68.2M -$977K -19,860 -1%
Principal Financial Group
66
Principal Financial Group
Iowa
$67.3M -$122K -2,486 -0.2%
BJ
67
BlackRock Japan
Japan
$66.6M +$3.58M +72,853 +6%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$65.9M +$303K +6,155 +0.5%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$65.5M +$7.12M +144,737 +12%
Barclays
70
Barclays
United Kingdom
$64.1M +$14.3M +290,866 +29%
RFC
71
Regions Financial Corp
Alabama
$60.8M +$584K +11,868 +1%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$60.5M +$14.5M +294,759 +32%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$57.1M +$57.1M +1,156,341 New
HAI
74
Hennessy Advisors Inc
California
$56.2M -$4.06M -82,500 -7%
MIS
75
Morningstar Investment Services
Illinois
$54.7M +$3.59M +73,024 +7%
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