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Southern Company
SO

Overview Fund Activity

1,442 hedge funds and large institutions have $40.3B invested in Southern Company in 2019 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 495 increasing their positions, 509 reducing their positions, and 60 closing their positions.

Holders
1,442
Holders Change
+125
Holders Change %
+9.49%
% of All Funds
28.48%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.57%
New
206
Increased
495
Reduced
509
Closed
60
Calls
$183M
Puts
$241M
Net Calls
-$58.4M
Net Calls Change
-$290M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.98B
2
State Street
2
State Street
Massachusetts
$3.64B
3
Norges Bank
3
Norges Bank
Norway
$494M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
Goldman Sachs
5
Goldman Sachs
New York
$489M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.7B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$384M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$344M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$963M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
101
Welch Group
Alabama
$34.8M -$488K -7,655 -1%
HighTower Advisors
102
HighTower Advisors
Illinois
$34.5M -$289K -4,546 -0.8%
Man Group
103
Man Group
United Kingdom
$33.3M -$17.3M -271,784 -34%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$31.2M +$637K +10,003 +2%
VDI
105
Vaughan David Investments
Illinois
$30M -$794K -12,461 -3%
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$29.6M +$299K +4,690 +1%
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$29.4M +$203K +3,187 +0.7%
TD Asset Management
108
TD Asset Management
Ontario, Canada
$29.1M -$2.88M -45,153 -9%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$28.9M – – –
GF
110
Gabelli Funds
New York
$28.5M -$127K -2,000 -0.4%
RPI
111
Railway Pension Investments
United Kingdom
$28.2M +$4.82M +75,700 +21%
SOADOR
112
State of Alaska Department of Revenue
Alaska
$28.2M -$1.83M -28,789 -6%
UIM
113
USS Investment Management
United Kingdom
$28.1M -$10.6M -166,395 -27%
ASRS
114
Arizona State Retirement System
Arizona
$28.1M +$179K +2,817 +0.6%
MAM
115
Martingale Asset Management
Massachusetts
$27.9M -$4.25M -66,695 -13%
GC
116
Guggenheim Capital
Illinois
$27.3M +$1.65M +25,928 +6%
MAM
117
Magellan Asset Management
Australia
$26.8M -$294K -4,608 -1%
Royal London Asset Management
118
Royal London Asset Management
United Kingdom
$26.5M +$930K +14,678 +4%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$25.9M +$9.44M +148,133 +57%
CDH
120
Charles D. Hyman
$25.4M -$69.2K -1,086 -0.3%
RFC
121
Regions Financial Corp
Alabama
$25.4M -$41K -643 -0.2%
UCFA
122
United Capital Financial Advisors
Texas
$25M +$1.05M +16,531 +4%
BG
123
Bollard Group
Massachusetts
$24.3M +$653K +10,256 +3%
AAM
124
Advisors Asset Management
Colorado
$24.2M -$5.63M -88,438 -19%
ST
125
Sabal Trust
Florida
$24M +$168K +2,637 +0.7%
3 4
5
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