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Southern Company
SO

Overview Fund Activity

1,232 hedge funds and large institutions have $27.4B invested in Southern Company in 2017 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 461 increasing their positions, 451 reducing their positions, and 65 closing their positions.

Holders
1,232
Holders Change
+75
Holders Change %
+6.48%
% of All Funds
27.98%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.25%
New
149
Increased
461
Reduced
451
Closed
65
Calls
$211M
Puts
$209M
Net Calls
+$2.34M
Net Calls Change
-$109M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$458M
2
CBOA
2
Commonwealth Bank of Australia
Australia
$312M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$929M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.72B
5
LM
5
Luminus Management
Texas
$70.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
Ameriprise
2
Ameriprise
Minnesota
$390M
3
Norges Bank
3
Norges Bank
Norway
$303M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Franklin Resources
5
Franklin Resources
California
$1.03B
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
76
Wellington Management Group
Massachusetts
$45.6M 949,135 +117,977 +14%
AAMU
77
Amundi Asset Management US
Massachusetts
$45.6M 948,574 +948,574 New
AA
78
ALPS Advisors
Colorado
$45.3M 942,372 +35,331 +4%
HAI
79
Hennessy Advisors Inc
California
$43.8M 910,200 -40,000 -4%
SF
80
Synovus Financial
Georgia
$43.7M 909,619 -21,644 -2%
Axa
81
Axa
France
$43.1M 895,987 -70,779 -7%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$42.7M 888,611 -2,068 -0.2%
AI
83
Ariel Investments
Illinois
$42.5M 884,757 +22,511 +3%
Renaissance Technologies
84
Renaissance Technologies
New York
$41.9M 871,500 -312,600 -26%
Hotchkis & Wiley Capital Management
85
Hotchkis & Wiley Capital Management
California
$40.7M 845,963 -12,400 -1%
National Pension Service
86
National Pension Service
South Korea
$40.5M 842,651 +30,381 +4%
Robeco Institutional Asset Management
87
Robeco Institutional Asset Management
Netherlands
$38.8M 806,611 -27,253 -3%
AQR Capital Management
88
AQR Capital Management
Connecticut
$38.5M 800,804 -221,002 -22%
ORIO
89
Old Republic International (ORI)
Illinois
$37M 768,500 +193,000 +34%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$35.7M 742,163 -80,083 -10%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$35.4M 735,892 -41,772 -5%
EP
92
Elkfork Partners
Oregon
$34.6M 720,154 -38,930 -5%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.6M 719,136 +3,191 +0.4%
USAA
94
United Services Automobile Association
Texas
$32.4M 674,724 +4,564 +0.7%
CC
95
Carlson Capital
Texas
$30.7M 638,978 +11,684 +2%
PAM
96
Panagora Asset Management
Massachusetts
$30.3M 629,800 +41,528 +7%
LPL Financial
97
LPL Financial
California
$29.9M 621,291 +76,349 +14%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$29.7M 617,278 -7,539 -1%
Adage Capital Partners
99
Adage Capital Partners
Massachusetts
$29.6M 614,764 +247,600 +67%
O
100
OppenheimerFunds
New York
$29.5M 612,429 +40,097 +7%
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4
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