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Southern Company
SO

Overview Fund Activity

1,267 hedge funds and large institutions have $30.9B invested in Southern Company in 2019 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 498 increasing their positions, 437 reducing their positions, and 72 closing their positions.

Holders
1,267
Holders Change
+55
Holders Change %
+4.54%
% of All Funds
27.47%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.41%
New
140
Increased
498
Reduced
437
Closed
72
Calls
$318M
Puts
$132M
Net Calls
+$186M
Net Calls Change
+$81.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.41B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.14B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$667M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$94.7M
5
State Street
5
State Street
Massachusetts
$2.66B

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$6.74M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
EIP
3
Epoch Investment Partners
New York
$0
4
CBOA
4
Commonwealth Bank of Australia
Australia
$7.6M
5
ZP
5
Zimmer Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$76.6M 1,482,087 +3,807 +0.3%
Citadel Advisors
52
Citadel Advisors
Florida
$75.4M 1,459,856 +651,196 +81%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$75M 1,450,450 +919 +0.1%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$74.6M 1,443,053 +2,849 +0.2%
WHRC
55
W.H. Reaves & Co
New Jersey
$73M 1,412,550 +581,500 +70%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72M 1,393,787 -87,916 -6%
UBS Group
57
UBS Group
Switzerland
$69.6M 1,346,505 +2,679 +0.2%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$64.8M 1,262,177 +30,546 +2%
Citigroup
59
Citigroup
New York
$61.6M 1,192,530 +251,593 +27%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$61.5M 1,190,228 -350,370 -23%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$58.7M 1,135,365 +25,060 +2%
ORIO
62
Old Republic International (ORI)
Illinois
$57.2M 1,106,500 – –
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$56.7M 1,096,668 +242,960 +28%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$56.6M 1,095,316 +130,640 +14%
CA
65
Cortland Advisers
Delaware
$55.5M 1,074,189 – –
National Pension Service
66
National Pension Service
South Korea
$54.2M 1,048,540 +38,704 +4%
Robeco Institutional Asset Management
67
Robeco Institutional Asset Management
Netherlands
$50.8M 983,462 +61,279 +7%
ELC
68
Edgar Lomax Company
Virginia
$48.2M 932,295 +481,875 +107%
AQR Capital Management
69
AQR Capital Management
Connecticut
$46.7M 903,666 -68,920 -7%
HAI
70
Hennessy Advisors Inc
California
$46.5M 899,200 -60,000 -6%
Chevy Chase Trust
71
Chevy Chase Trust
Maryland
$46.4M 873,410 +16,152 +2%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$45.2M 873,725 +227,905 +35%
SF
73
Synovus Financial
Georgia
$43.6M 843,627 -70,510 -8%
ZIM
74
Zacks Investment Management
Illinois
$43.5M 842,010 +842,010 New
LPL Financial
75
LPL Financial
California
$43M 831,500 +35,622 +4%
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