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Southern Company
SO

Overview Fund Activity

1,181 hedge funds and large institutions have $25.7B invested in Southern Company in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 420 increasing their positions, 484 reducing their positions, and 82 closing their positions.

Holders
1,181
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
27.04%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.34%
New
93
Increased
420
Reduced
484
Closed
82
Calls
$281M
Puts
$203M
Net Calls
+$78.4M
Net Calls Change
-$38.4M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$210M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.66B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$376M
4
ZP
4
Zimmer Partners
New York
$63.2M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$216M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$251M
2
Goldman Sachs
2
Goldman Sachs
New York
$397M
3
CBOA
3
Commonwealth Bank of Australia
Australia
$276M
4
EIP
4
Energy Income Partners
Connecticut
$2.96M
5
CIC
5
Crawford Investment Counsel
Georgia
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.5M 1,548,552 -26,510 -2%
AllianceBernstein
52
AllianceBernstein
Tennessee
$67.4M 1,546,418 +4,835 +0.3%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$65.9M 1,511,298 +364,466 +32%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$65.9M 1,510,441 -20,446 -1%
Principal Financial Group
55
Principal Financial Group
Iowa
$64.1M 1,470,080 +36,826 +3%
First Trust Advisors
56
First Trust Advisors
Illinois
$63.5M 1,456,589 +71,821 +5%
ZP
57
Zimmer Partners
New York
$63.2M 1,450,000 +1,450,000 New
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$62M 1,422,399 -15,509 -1%
Prudential Financial
59
Prudential Financial
New Jersey
$61.6M 1,411,724 +185,293 +15%
PAM
60
Panagora Asset Management
Massachusetts
$59.1M 1,356,062 -12,086 -0.9%
UBS Group
61
UBS Group
Switzerland
$58.3M 1,337,726 +9,790 +0.7%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$56.9M 1,304,033 +403,955 +45%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$54.6M 1,255,585 -149,035 -11%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$54.3M 1,244,718 -1,247,338 -50%
ORIO
65
Old Republic International (ORI)
Illinois
$48.2M 1,106,500 – –
HAI
66
Hennessy Advisors Inc
California
$48M 1,100,200 – –
AA
67
ALPS Advisors
Colorado
$47.8M 1,095,817 -5,168 -0.5%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$47.4M 1,086,445 -186,363 -15%
CA
69
Cortland Advisers
Delaware
$46.9M 1,074,733 -84,200 -7%
Squarepoint
70
Squarepoint
New York
$43.9M 1,007,075 +1,001,901 +19,364%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$43.7M 1,001,310 -232,198 -19%
Millennium Management
72
Millennium Management
New York
$43.6M 1,000,090 +1,000,090 New
National Pension Service
73
National Pension Service
South Korea
$41.7M 956,402 +1,195 +0.1%
SF
74
Synovus Financial
Georgia
$39.9M 915,519 -33,748 -4%
AQR Capital Management
75
AQR Capital Management
Connecticut
$39.1M 897,311 +51,841 +6%
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