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Southern Company
SO

Overview Fund Activity

1,317 hedge funds and large institutions have $38.6B invested in Southern Company in 2019 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 493 increasing their positions, 491 reducing their positions, and 53 closing their positions.

Holders
1,317
Holders Change
+45
Holders Change %
+3.54%
% of All Funds
28.93%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.66%
New
104
Increased
493
Reduced
491
Closed
53
Calls
$456M
Puts
$224M
Net Calls
+$232M
Net Calls Change
+$145M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.48B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.59B
3
Bank of America
3
Bank of America
North Carolina
$454M
4
ZP
4
Zimmer Partners
New York
$167M
5
State Street
5
State Street
Massachusetts
$3.35B

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$418M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$196M
3
Norges Bank
3
Norges Bank
Norway
$345M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$673M
5
Prudential Financial
5
Prudential Financial
New Jersey
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$54.5M 882,673 -3,347 -0.4%
Point72 Asset Management
77
Point72 Asset Management
Connecticut
$53.9M 872,831 +872,831 New
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$53.1M 859,988 -66,594 -7%
LPL Financial
79
LPL Financial
California
$52.8M 854,767 -3,158 -0.4%
PCA
80
Personal Capital Advisors
California
$52.1M 843,478 +20,725 +3%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$51M 826,210 +44,726 +6%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$49.9M 807,720 +68,242 +9%
Man Group
83
Man Group
United Kingdom
$49.1M 794,784 -39,443 -5%
SF
84
Synovus Financial
Georgia
$48.8M 790,722 -23,631 -3%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$48.8M 790,313 +66,181 +9%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$48.5M 784,700 +511,300 +187%
ICA
87
Infrastructure Capital Advisors
New York
$48.2M 780,000 +780,000 New
HAI
88
Hennessy Advisors Inc
California
$45.7M 739,200 -84,000 -10%
Toronto Dominion Bank
89
Toronto Dominion Bank
Ontario, Canada
$43.6M 705,222 -626,360 -47%
Lord, Abbett & Co
90
Lord, Abbett & Co
New Jersey
$42.5M 688,200 +501,200 +268%
Asset Management One
91
Asset Management One
Japan
$42.3M 684,721 +8,291 +1%
EP
92
Elkfork Partners
Oregon
$41.5M 672,214 -782 -0.1%
SO
93
STRS Ohio
Ohio
$40.9M 662,875 -5,644 -0.8%
Aberdeen Group
94
Aberdeen Group
United Kingdom
$39.5M 638,703 -18,052 -3%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.9M 628,992 +2,424 +0.4%
MIS
96
Morningstar Investment Services
Illinois
$38.2M 618,968 -9,996 -2%
IC
97
InterOcean Capital
Illinois
$37.8M 611,149 +34,277 +6%
UIM
98
USS Investment Management
United Kingdom
$37.5M 607,938 – –
AA
99
ALPS Advisors
Colorado
$37.4M 605,464 -46,899 -7%
CC
100
Carlson Capital
Texas
$37.1M 601,400 +601,400 New
2 3
4
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