SO icon

Southern Company
SO

Overview Fund Activity

1,122 hedge funds and large institutions have $23.5B invested in Southern Company in 2016 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 472 increasing their positions, 359 reducing their positions, and 52 closing their positions.

Holders
1,122
Holders Change
+66
Holders Change %
+6.25%
% of All Funds
29.94%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
128
Increased
472
Reduced
359
Closed
52
Calls
$207M
Puts
$93M
Net Calls
+$114M
Net Calls Change
-$10.5M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.36B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.96B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$98.3M
4
Norges Bank
4
Norges Bank
Norway
$397M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$99.3M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$660M
2
SAC
2
Smith Affiliated Capital
New York
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$110M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
Millennium Management
5
Millennium Management
New York
$7.64M
Name Market Value Shares Shares
Change 		Shares
Change %
DFO
76
Duquesne Family Office
New York
$52.6M 1,017,400 +1,017,400 New
HSBC Holdings
77
HSBC Holdings
United Kingdom
$52.6M 1,018,677 +87,092 +9%
Los Angeles Capital Management
78
Los Angeles Capital Management
California
$51.5M 994,794 +557,889 +128%
RCM
79
Riverhead Capital Management
Delaware
$48.8M 942,377 -11,337 -1%
LPL Financial
80
LPL Financial
California
$47.7M 941,165 +41,578 +5%
Axa
81
Axa
France
$47.1M 909,696 +45,806 +5%
SF
82
Synovus Financial
Georgia
$47M 908,990 -15,002 -2%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$46M 888,672 -6,910 -0.8%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$45.6M 881,919 +26,950 +3%
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$44.2M 854,907 +13,553 +2%
Ameriprise
86
Ameriprise
Minnesota
$44M 851,512 +8,408 +1%
SO
87
STRS Ohio
Ohio
$41.7M 805,953 -202,234 -20%
Chevy Chase Trust
88
Chevy Chase Trust
Maryland
$41.3M 798,616 +21,055 +3%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$41.1M 794,572 -115,669 -13%
MIS
90
Morningstar Investment Services
Illinois
$40M 773,994 +82,485 +12%
Credit Agricole
91
Credit Agricole
France
$37.2M 719,691 +108,445 +18%
WHRC
92
W.H. Reaves & Co
New Jersey
$34.9M 674,645 +55,058 +9%
SB
93
Suntrust Banks
Georgia
$33.8M 654,244 +39,711 +6%
USAA
94
United Services Automobile Association
Texas
$33.8M 653,411 -97,114 -13%
MAM
95
Magellan Asset Management
Australia
$33.7M 652,221 -181,837 -22%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.3M 644,151 -46,860 -7%
M&T Bank
97
M&T Bank
New York
$32M 619,251 +32,102 +5%
WHG
98
Westwood Holdings Group
Texas
$31.9M 617,174 -651,926 -51%
AAF
99
Andra AP-fonden
Sweden
$31.4M 607,300 -12,700 -2%
BAPIM
100
British Airways Pensions Investment Management
United Kingdom
$31.2M 602,360 -260,360 -30%
2 3
4
5 6