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Southern Company
SO

Overview Fund Activity

1,133 hedge funds and large institutions have $26.1B invested in Southern Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 479 increasing their positions, 416 reducing their positions, and 60 closing their positions.

Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
30.28%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
56
Increased
479
Reduced
416
Closed
60
Calls
$246M
Puts
$184M
Net Calls
+$62.3M
Net Calls Change
-$241M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$711M
2
Citigroup
2
Citigroup
New York
$260M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.29B
4
Wells Fargo
4
Wells Fargo
California
$627M
5
LC
5
LNZ Capital
New York
$97M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$47.3M
3
BFA
3
BlackRock Fund Advisors
California
$927M
4
Morgan Stanley
4
Morgan Stanley
New York
$266M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
76
Guggenheim Capital
Illinois
$60.6M 1,180,921 -121,830 -9%
LM
77
Luminus Management
Texas
$59.1M 1,152,738 +969,528 +529%
EA
78
Emerald Acquisition
Washington
$55.8M 1,088,001 -599,770 -36%
Massachusetts Financial Services
79
Massachusetts Financial Services
Massachusetts
$54.8M 1,068,470 +1,061,998 +16,409%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$54.8M 1,067,872 +91,500 +9%
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$54.6M 1,063,737 +102,193 +11%
MIS
82
Morningstar Investment Services
Illinois
$53.3M 1,038,796 +135,735 +15%
Credit Agricole
83
Credit Agricole
France
$52.1M 1,014,893 +21,489 +2%
Barclays
84
Barclays
United Kingdom
$51.9M 1,011,627 +20,526 +2%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$50.8M 989,739 +188,280 +23%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$48.1M 934,716 +76,293 +9%
Hotchkis & Wiley Capital Management
87
Hotchkis & Wiley Capital Management
California
$48M 935,768 -828,700 -47%
Axa
88
Axa
France
$47.9M 934,065 +9,715 +1%
Arrowstreet Capital
89
Arrowstreet Capital
Massachusetts
$47.3M 921,353 -1,671,153 -64%
CA
90
Cortland Advisers
Delaware
$47.1M 917,325 -131,995 -13%
SF
91
Synovus Financial
Georgia
$46.3M 903,502 +8,584 +1%
Millennium Management
92
Millennium Management
New York
$43.8M 854,694 -706,487 -45%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$43M 838,783 +11,003 +1%
CIC
94
Crawford Investment Counsel
Georgia
$42.7M 831,746 +535,368 +181%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$42.6M 829,851 -23,916 -3%
H
96
Hexavest
Quebec, Canada
$41.4M 806,858 +315,440 +64%
AIMCA
97
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$40.6M 791,700 +257,900 +48%
BAPIM
98
British Airways Pensions Investment Management
United Kingdom
$40.1M 781,136 -704 -0.1%
SO
99
STRS Ohio
Ohio
$37.5M 731,147 -17,103 -2%
SB
100
Suntrust Banks
Georgia
$35.3M 688,665 +26,920 +4%
2 3
4
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