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Southern Company
SO

Overview Fund Activity

1,267 hedge funds and large institutions have $30.9B invested in Southern Company in 2019 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 498 increasing their positions, 437 reducing their positions, and 72 closing their positions.

Holders
1,267
Holders Change
+55
Holders Change %
+4.54%
% of All Funds
27.47%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.41%
New
140
Increased
498
Reduced
437
Closed
72
Calls
$318M
Puts
$132M
Net Calls
+$186M
Net Calls Change
+$81.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.41B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.14B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$667M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$94.7M
5
State Street
5
State Street
Massachusetts
$2.66B

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$6.74M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
EIP
3
Epoch Investment Partners
New York
$0
4
CBOA
4
Commonwealth Bank of Australia
Australia
$7.6M
5
ZP
5
Zimmer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
76
Personal Capital Advisors
California
$40.6M +$1.98M +38,386 +5%
Man Group
77
Man Group
United Kingdom
$40.4M +$12M +233,039 +42%
AA
78
ALPS Advisors
Colorado
$39M -$4.69M -90,832 -11%
Nuveen Asset Management
79
Nuveen Asset Management
Illinois
$38.7M -$9.35M -180,982 -19%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$38.2M +$1.81M +34,976 +5%
Toronto Dominion Bank
81
Toronto Dominion Bank
Ontario, Canada
$37.6M +$6.57M +127,240 +21%
EP
82
Elkfork Partners
Oregon
$37.3M +$511K +9,894 +1%
AAMU
83
Amundi Asset Management US
Massachusetts
$35.8M +$5.66M +109,538 +19%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$35.5M -$12.1M -234,710 -25%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$35M -$1.65M -31,981 -5%
Aberdeen Group
86
Aberdeen Group
United Kingdom
$34.8M +$5.9M +114,136 +20%
CC
87
Carlson Capital
Texas
$34.2M +$34.2M +662,404 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$33.6M +$800K +15,472 +2%
Treasurer of the State of North Carolina
89
Treasurer of the State of North Carolina
North Carolina
$33.3M +$360K +6,960 +1%
SO
90
STRS Ohio
Ohio
$33M +$4.28M +82,890 +15%
MIS
91
Morningstar Investment Services
Illinois
$32.6M -$1.03M -20,020 -3%
Asset Management One
92
Asset Management One
Japan
$32.2M -$61.3M -1,186,395 -66%
SB
93
Suntrust Banks
Georgia
$32.2M +$3.24M +62,674 +11%
Korea Investment Corp
94
Korea Investment Corp
South Korea
$32.1M -$2.89M -55,840 -8%
UIM
95
USS Investment Management
United Kingdom
$31.4M +$31.4M +607,938 New
PAMU
96
Pictet Asset Management (UK)
United Kingdom
$31.3M +$4.26M +82,400 +16%
GHCM
97
Glen Harbor Capital Management
California
$30.7M +$421K +8,148 +1%
WG
98
Welch Group
Alabama
$30.4M +$493K +9,533 +2%
AAM
99
Advisors Asset Management
Colorado
$30M -$885K -17,117 -3%
IC
100
InterOcean Capital
Illinois
$29.6M +$440K +8,523 +2%
2 3
4
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