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Southern Company
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Overview Fund Activity

1,442 hedge funds and large institutions have $40.3B invested in Southern Company in 2019 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 495 increasing their positions, 509 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,442
Holders Change
+125
Holders Change %
+9.49%
% of All Funds
28.48%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.57%
New
206
Increased
495
Reduced
509
Closed
60
Calls
$183M
Puts
$241M
Net Calls
-$58.4M
Net Calls Change
-$290M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.98B
2
State Street
2
State Street
Massachusetts
$3.64B
3
Norges Bank
3
Norges Bank
Norway
$494M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
Goldman Sachs
5
Goldman Sachs
New York
$489M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.7B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$384M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$344M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$963M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
51
Wellington Management Group
Massachusetts
$97.8M -$5.37M -84,343 -5%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$97M -$556K -8,732 -0.6%
Principal Financial Group
53
Principal Financial Group
Iowa
$96M -$2.4M -37,624 -2%
AAMU
54
Amundi Asset Management US
Massachusetts
$94.5M +$34M +533,750 +56%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$92.3M -$737K -11,565 -0.8%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$91.5M +$21.9M +343,435 +31%
Barclays
57
Barclays
United Kingdom
$91.2M +$14.6M +229,553 +19%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.9M -$13.3M -208,277 -13%
Citigroup
59
Citigroup
New York
$88.2M +$59.8M +938,594 +210%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$82M -$1.7M -26,639 -2%
AQR Capital Management
61
AQR Capital Management
Connecticut
$78.6M +$6.45M +101,270 +9%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$78.2M +$22.5M +355,644 +40%
National Pension Service
63
National Pension Service
South Korea
$77.9M +$1.71M +26,778 +2%
Truist Financial
64
Truist Financial
North Carolina
$72.3M +$62.7M +983,908 +653%
Victory Capital Management
65
Victory Capital Management
Texas
$71M +$3.17M +49,767 +5%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$69.4M -$33.3M -522,470 -32%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$69M +$17.6M +276,747 +34%
WHRC
68
W.H. Reaves & Co
New Jersey
$68.9M – – –
Korea Investment Corp
69
Korea Investment Corp
South Korea
$67.8M +$8.96M +140,600 +15%
ORIO
70
Old Republic International (ORI)
Illinois
$67.4M – – –
N
71
Natixis
France
$66.4M +$66.4M +1,047,779 New
Canada Life
72
Canada Life
Manitoba, Canada
$64.7M -$49M -775,047 -43%
ZIM
73
Zacks Investment Management
Illinois
$64M +$443K +6,960 +0.7%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$63.4M +$8.65M +135,718 +16%
CCMG
75
Clark Capital Management Group
Pennsylvania
$63.3M +$1.64M +25,707 +3%
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