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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.

New
Increased
Maintained
Reduced
Closed
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 %
State of New Jersey Common Pension Fund D
126
State of New Jersey Common Pension Fund D
New Jersey
$24.1M +$2.51M +49,000 +12%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$23.9M -$270K -5,256 -1%
ASRS
128
Arizona State Retirement System
Arizona
$23.8M -$318K -6,200 -1%
ST
129
Sabal Trust
Florida
$22.7M +$118K +2,306 +0.5%
BCIM
130
British Columbia Investment Management
British Columbia, Canada
$22.3M -$3.48M -67,808 -13%
VDI
131
Vaughan David Investments
Illinois
$22.1M +$188K +3,665 +0.9%
Balyasny Asset Management
132
Balyasny Asset Management
Illinois
$21.9M +$3.84M +74,859 +21%
State of Tennessee, Department of Treasury
133
State of Tennessee, Department of Treasury
Tennessee
$21.9M -$14M -273,142 -39%
BTS
134
BB&T Securities
Virginia
$21.6M +$2.16M +42,119 +11%
ACI
135
AMP Capital Investors
Australia
$21.1M -$1.25M -23,933 -6%
AAM
136
Aberdeen Asset Management
United Kingdom
$20.8M +$260K +5,066 +1%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$20.8M +$934K +18,197 +5%
HNB
138
Huntington National Bank
Ohio
$20.7M +$7.59M +147,913 +58%
BSPF
139
British Steel Pension Fund
United Kingdom
$20.6M +$3.23M +62,990 +19%
RJFSA
140
Raymond James Financial Services Advisors
Florida
$20.5M -$1.12M -21,912 -5%
AAM
141
Advisors Asset Management
Colorado
$20.4M -$5.08M -99,011 -20%
ASC
142
Atalanta Sosnoff Capital
New York
$20.2M -$57.7K -1,124 -0.3%
Korea Investment Corp
143
Korea Investment Corp
South Korea
$19.5M +$3.51M +68,400 +22%
SOMRS
144
State of Michigan Retirement System
Michigan
$19.2M +$795K +15,500 +4%
SG Americas Securities
145
SG Americas Securities
New York
$19M +$4.17M +81,269 +28%
JCM
146
Janney Capital Management
Pennsylvania
$18.9M +$40.6K +792 +0.2%
FRAF
147
Första AP-fonden
Sweden
$18.5M -$2.39M -46,539 -11%
MAM
148
Magellan Asset Management
Australia
$18.4M -$772K -15,045 -4%
Schroder Investment Management Group
149
Schroder Investment Management Group
United Kingdom
$18.4M +$4.33M +84,418 +31%
AIG
150
American International Group
New York
$18.1M +$673K +13,117 +4%
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