SO icon

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 Holding Trade Value Shares
Change 		Shares
Change %
USAA
101
United Services Automobile Association
Texas
$34.9M +$712K +13,876 +2%
M&T Bank
102
M&T Bank
New York
$34.4M +$1.14M +22,187 +3%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.3M – – –
Jennison Associates
104
Jennison Associates
New York
$33.6M +$33.6M +655,213 New
Lazard Asset Management
105
Lazard Asset Management
New York
$33.1M +$5.28M +102,948 +19%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$32.9M -$38.9M -758,500 -54%
AA
107
ALPS Advisors
Colorado
$31.2M +$4.8M +93,480 +18%
Aviva
108
Aviva
United Kingdom
$30.9M +$1.94M +37,866 +7%
AAF
109
Andra AP-fonden
Sweden
$30.3M -$1.09M -21,300 -3%
National Pension Service
110
National Pension Service
South Korea
$30.1M +$2.42M +47,146 +9%
ELC
111
Edgar Lomax Company
Virginia
$30M -$3.85K -75 -0%
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$29.8M +$982K +19,136 +3%
SAM
113
Shell Asset Management
Netherlands
$29.7M -$1.49M -29,111 -5%
Nuveen Asset Management
114
Nuveen Asset Management
Illinois
$29.6M -$44.8M -874,221 -60%
AI
115
Ariel Investments
Illinois
$28.9M -$23.6M -459,784 -45%
BCM
116
Bridgeway Capital Management
Texas
$28.7M – – –
GF
117
Gabelli Funds
New York
$26.8M – – –
BA
118
BlackRock Advisors
Delaware
$26M -$3.59M -70,020 -12%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$25.9M +$831K +16,196 +3%
ORIO
120
Old Republic International (ORI)
Illinois
$25.9M +$8.73M +194,000 +51%
HighTower Advisors
121
HighTower Advisors
Illinois
$25.8M +$896K +17,445 +4%
ACM
122
Aviance Capital Management
Florida
$25.1M -$4.07M -79,417 -14%
EIP
123
Energy Income Partners
Connecticut
$24.8M +$1.15M +22,480 +5%
AG
124
Aperio Group
California
$24.4M +$2M +39,024 +9%
AIA
125
Avalon Investment & Advisory
Texas
$24.3M +$24.3M +473,184 New
3 4
5
6 7