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Southern Company
SO

Overview Fund Activity

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.62B
2
Goldman Sachs
2
Goldman Sachs
New York
$577M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$803M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.53B
5
Morgan Stanley
5
Morgan Stanley
New York
$228M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$186M
2
Bank of America
2
Bank of America
North Carolina
$197M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$1.8M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
H
5
Hexavest
Quebec, Canada
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$66.6M +$1.19M +25,673 +2%
Principal Financial Group
52
Principal Financial Group
Iowa
$66.4M +$63K +1,360 +0.1%
EIP
53
Energy Income Partners
Connecticut
$65.3M -$6.62M -142,917 -9%
Barclays
54
Barclays
United Kingdom
$65.1M -$43.1M -930,137 -40%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$65.1M -$11.1M -239,663 -15%
First Trust Advisors
56
First Trust Advisors
Illinois
$64.1M -$746K -16,110 -1%
PAM
57
Panagora Asset Management
Massachusetts
$63.4M +$1.02M +21,991 +2%
CIC
58
Crawford Investment Counsel
Georgia
$61.9M +$937K +20,233 +2%
UBS Group
59
UBS Group
Switzerland
$61.5M -$1.09M -23,465 -2%
Renaissance Technologies
60
Renaissance Technologies
New York
$61.1M +$8.88M +191,700 +17%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$58.9M -$3.18M -68,596 -5%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$57.1M +$9.92M +214,313 +21%
Prudential Financial
63
Prudential Financial
New Jersey
$56.8M +$3.33M +72,003 +6%
CA
64
Cortland Advisers
Delaware
$53.7M -$3.79M -81,781 -7%
Wellington Management Group
65
Wellington Management Group
Massachusetts
$53.1M -$204K -4,408 -0.4%
ORIO
66
Old Republic International (ORI)
Illinois
$51.2M +$9.82M +212,000 +24%
AA
67
ALPS Advisors
Colorado
$51M -$1.18M -25,383 -2%
HAI
68
Hennessy Advisors Inc
California
$51M +$14.8M +320,000 +41%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$47.4M +$3.78M +81,561 +9%
National Pension Service
70
National Pension Service
South Korea
$44.3M +$2.89M +62,299 +7%
SF
71
Synovus Financial
Georgia
$44M -$13.1K -282 -0%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$41.7M -$13.4M -290,147 -24%
H
73
Hexavest
Quebec, Canada
$41.1M -$45.2M -975,344 -52%
WHRC
74
W.H. Reaves & Co
New Jersey
$40.6M -$6.24M -134,750 -13%
AI
75
Ariel Investments
Illinois
$40.3M +$569K +12,294 +1%
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