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Southern Company
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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.

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

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.7B
2
Renaissance Technologies
Renaissance Technologies
New York
$384M
3
Federated Hermes
Federated Hermes
Pennsylvania
$344M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$963M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$14M +$1.99M +31,853 +17%
Calamos Advisors
177
Calamos Advisors
Illinois
$13.6M -$144K -2,264 -1%
Creative Planning
178
Creative Planning
Kansas
$13.4M -$1.36M -21,367 -9%
LFAS
179
Level Four Advisory Services
Texas
$13.1M +$501K +2,505 +4%
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$13M -$607K -9,529 -4%
SIM
181
Sadoff Investment Management
Wisconsin
$12.8M +$17.5K +275 +0.1%
URS
182
Utah Retirement Systems
Utah
$12.6M +$51K +800 +0.4%
VV
183
Verity & Verity
South Carolina
$12.2M +$105K +1,652 +0.9%
CAMG
184
CWA Asset Management Group
Florida
$12.1M -$917K -14,397 -7%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$11.8M -$513K -8,047 -4%
TPSF
186
Texas Permanent School Fund
Texas
$11.8M -$582K -9,129 -5%
PI
187
Putnam Investments
Massachusetts
$11.8M +$11.2M +175,372 +1,869%
M&T Bank
188
M&T Bank
New York
$11.7M -$533K -8,371 -4%
ACC
189
Accident Compensation Corp
New Zealand
$11.7M -$12.7K -200 -0.1%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$11.7M +$13.8K +216 +0.1%
Public Sector Pension Investment Board (PSP Investments)
191
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.6M -$1.34M -21,040 -10%
EARNEST Partners
192
EARNEST Partners
Georgia
$11.4M -$215K -3,369 -2%
KOCAA
193
Knights of Columbus Asset Advisors
Connecticut
$11.2M +$5.2M +81,583 +86%
Assenagon Asset Management
194
Assenagon Asset Management
Luxembourg
$11.1M -$2.75M -43,163 -20%
SI
195
Stephens Inc
Arkansas
$11.1M -$742K -11,652 -6%
Skandinaviska Enskilda Banken (SEB)
196
Skandinaviska Enskilda Banken (SEB)
Sweden
$11M +$2.73M +42,900 +33%
GT
197
Glenmede Trust
Pennsylvania
$10.9M +$4.44M +69,762 +68%
NB
198
Norinchukin Bank
Japan
$10.9M -$765K -12,002 -7%
VRS
199
Virginia Retirement Systems
Virginia
$10.8M – – –
DnB Asset Management
200
DnB Asset Management
Norway
$10.6M +$511K +8,020 +5%
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