SO icon

Southern Company
SO

Overview Fund Activity

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.62B
2
Goldman Sachs
2
Goldman Sachs
New York
$577M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$803M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.53B
5
Morgan Stanley
5
Morgan Stanley
New York
$228M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$186M
2
Bank of America
2
Bank of America
North Carolina
$197M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$1.8M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
H
5
Hexavest
Quebec, Canada
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
76
Chevy Chase Trust
Maryland
$40.1M -$129K -2,788 -0.3%
LPL Financial
77
LPL Financial
California
$39.6M -$2.15M -46,402 -5%
AQR Capital Management
78
AQR Capital Management
Connecticut
$39.2M +$2.56M +55,222 +7%
Robeco Institutional Asset Management
79
Robeco Institutional Asset Management
Netherlands
$37.1M -$204K -4,402 -0.5%
EP
80
Elkfork Partners
Oregon
$34.6M +$553K +11,934 +2%
MIS
81
Morningstar Investment Services
Illinois
$34.5M -$5.82M -125,762 -14%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$32.6M -$808K -17,445 -2%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.5M +$478K +10,324 +1%
O
84
OppenheimerFunds
New York
$32.3M +$3.77M +81,489 +13%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$32.1M -$380K -8,207 -1%
APG Asset Management
86
APG Asset Management
Netherlands
$31.5M +$10.1M +253,900 +47%
Toronto Dominion Bank
87
Toronto Dominion Bank
Ontario, Canada
$31.3M +$4.94M +106,691 +19%
PCA
88
Personal Capital Advisors
California
$30.8M +$3.04M +65,582 +11%
USAA
89
United Services Automobile Association
Texas
$30.6M -$527K -11,372 -2%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$28.6M +$2.05M +44,336 +8%
GHCM
91
Glen Harbor Capital Management
California
$28.5M +$455K +9,828 +2%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$28M +$1.73M +37,392 +7%
SO
93
STRS Ohio
Ohio
$27.7M +$907K +19,591 +3%
SB
94
Suntrust Banks
Georgia
$26.7M +$1.01M +21,876 +4%
AAMU
95
Amundi Asset Management US
Massachusetts
$26.7M -$13.1M -282,522 -33%
WG
96
Welch Group
Alabama
$26.7M +$2.4M +51,777 +10%
AAM
97
Advisors Asset Management
Colorado
$26.4M -$1.23M -26,508 -4%
PAMU
98
Pictet Asset Management (UK)
United Kingdom
$25.4M -$55.6M -1,199,937 -69%
Aberdeen Group
99
Aberdeen Group
United Kingdom
$24.7M +$2.93M +63,323 +13%
ASRS
100
Arizona State Retirement System
Arizona
$24.1M +$4.48M +96,825 +23%
2 3
4
5 6