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Southern Company
SO

Overview Fund Activity

859 hedge funds and large institutions have $17.4B invested in Southern Company in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 355 increasing their positions, 315 reducing their positions, and 46 closing their positions.

Holders
859
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
27.86%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.29%
New
54
Increased
355
Reduced
315
Closed
46
Calls
$185M
Puts
$118M
Net Calls
+$66.4M
Net Calls Change
-$8.83M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$211M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$482M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$186M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$60.5M
5
Franklin Resources
5
Franklin Resources
California
$1.04B

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$34.8M
4
SG Americas Securities
4
SG Americas Securities
New York
$18.9M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.79B 43,347,897 +939,834 +2%
State Street
2
State Street
Massachusetts
$1.72B 41,760,311 -306,590 -0.7%
Franklin Resources
3
Franklin Resources
California
$1.04B 25,185,716 +1,275,970 +5%
BIT
4
BlackRock Institutional Trust
California
$940M 22,827,445 -170,714 -0.7%
Northern Trust
5
Northern Trust
Illinois
$520M 12,636,392 -385,343 -3%
Federated Hermes
6
Federated Hermes
Pennsylvania
$482M 11,714,033 +2,528,267 +28%
BFA
7
BlackRock Fund Advisors
California
$479M 11,634,135 -266,814 -2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$459M 11,150,000 – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$453M 11,006,268 +537,455 +5%
Wells Fargo
10
Wells Fargo
California
$321M 7,790,716 +556,003 +8%
SAC
11
Smith Affiliated Capital
New York
– – – –
BG
12
BlackRock Group
United Kingdom
$277M 6,722,323 +306,760 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$256M 6,215,278 +230,800 +4%
APG Asset Management
14
APG Asset Management
Netherlands
$213M 5,173,933 +1,097,806 +27%
Norges Bank
15
Norges Bank
Norway
$213M 5,163,241 – –
Barclays
16
Barclays
United Kingdom
$211M 5,149,652 +4,214,038 +450%
Legal & General Group
17
Legal & General Group
United Kingdom
$200M 4,867,348 +335,077 +7%
Deutsche Bank
18
Deutsche Bank
Germany
$192M 4,670,763 +445,482 +11%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$189M 4,586,259 -777,133 -14%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$186M 4,507,217 +1,668,767 +59%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$182M 4,429,500 +669,700 +18%
Bank of America
22
Bank of America
North Carolina
$178M 4,328,696 +397,074 +10%
Morgan Stanley
23
Morgan Stanley
New York
$158M 3,840,867 +505,008 +15%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$152M 3,690,840 -243,768 -6%
UBS AM
25
UBS AM
Illinois
$148M 3,602,147 +39,065 +1%
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