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Southern Company
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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 %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$36.9M 597,541 -48,586 -8%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$36.1M 583,662 -244,598 -30%
AG
103
Aperio Group
California
$35.8M 579,582 +54,165 +10%
SB
104
Suntrust Banks
Georgia
$34.6M 560,788 -65,498 -10%
WG
105
Welch Group
Alabama
$34.2M 553,972 -23,748 -4%
GHCM
106
Glen Harbor Capital Management
California
$34.2M 553,588 -644 -0.1%
HighTower Advisors
107
HighTower Advisors
Illinois
$33.8M 547,166 +38,312 +8%
ACI
108
AMP Capital Investors
Australia
$33.7M 546,187 +41,860 +8%
Citadel Advisors
109
Citadel Advisors
Florida
$32.6M 528,041 +312,070 +144%
MAM
110
Martingale Asset Management
Massachusetts
$31.2M 504,912 +447 +0.1%
TD Asset Management
111
TD Asset Management
Ontario, Canada
$31M 501,954 +1,610 +0.3%
VDI
112
Vaughan David Investments
Illinois
$29.8M 482,813 -940 -0.2%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$29.7M 480,120 +12,652 +3%
SOADOR
114
State of Alaska Department of Revenue
Alaska
$29.1M 471,336 +177,564 +60%
AAM
115
Advisors Asset Management
Colorado
$29M 468,745 -73,117 -13%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$28.9M 476,778 – –
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$28.4M 460,274 -191,010 -29%
Retirement Systems of Alabama
118
Retirement Systems of Alabama
Alabama
$28.3M 457,723 -27,657 -6%
Squarepoint
119
Squarepoint
New York
$28.2M 456,443 +54,788 +14%
GF
120
Gabelli Funds
New York
$27.8M 450,000 – –
Citigroup
121
Citigroup
New York
$27.6M 446,319 -975,880 -69%
ASRS
122
Arizona State Retirement System
Arizona
$27.1M 438,065 +1,160 +0.3%
MCIM
123
Meadow Creek Investment Management
Georgia
$26.9M 434,962 -506 -0.1%
Macquarie Group
124
Macquarie Group
Australia
$26.6M 428,455 +1,937 +0.5%
MAM
125
Magellan Asset Management
Australia
$26.2M 424,619 -11,944 -3%
3 4
5
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