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Southern Company
SO

Overview Fund Activity

887 hedge funds and large institutions have $17.4B invested in Southern Company in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 330 increasing their positions, 357 reducing their positions, and 59 closing their positions.

Holders
887
Holders Change
+28
Holders Change %
+3.26%
% of All Funds
25.76%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.15%
New
98
Increased
330
Reduced
357
Closed
59
Calls
$213M
Puts
$153M
Net Calls
+$59.2M
Net Calls Change
-$7.14M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.32B
2
Capital World Investors
2
Capital World Investors
California
$219M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$332M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$141M
5
Goldman Sachs
5
Goldman Sachs
New York
$217M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$22.2M
2
Barclays
2
Barclays
United Kingdom
$49.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$56.3M
4
Deutsche Bank
4
Deutsche Bank
Germany
$104M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$6.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B 44,207,445 +859,548 +2%
State Street
2
State Street
Massachusetts
$1.69B 41,195,194 -565,117 -1%
Franklin Resources
3
Franklin Resources
California
$1.32B 32,176,871 +6,991,155 +28%
BIT
4
BlackRock Institutional Trust
California
$944M 22,961,471 +134,026 +0.6%
Federated Hermes
5
Federated Hermes
Pennsylvania
$484M 11,770,609 +56,576 +0.5%
Northern Trust
6
Northern Trust
Illinois
$481M 11,707,932 -928,460 -7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$476M 11,568,954 +562,686 +5%
BFA
8
BlackRock Fund Advisors
California
$471M 11,457,591 -176,544 -2%
Capital Research Global Investors
9
Capital Research Global Investors
California
$458M 11,150,000 – –
Fidelity Investments
10
Fidelity Investments
Massachusetts
$332M 8,083,757 +3,576,540 +79%
Wells Fargo
11
Wells Fargo
California
$323M 7,848,532 +57,816 +0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$272M 6,606,876 +391,598 +6%
BG
13
BlackRock Group
United Kingdom
$270M 6,566,804 -155,519 -2%
APG Asset Management
14
APG Asset Management
Netherlands
$235M 5,707,782 +533,849 +10%
Capital World Investors
15
Capital World Investors
California
$219M 5,330,000 +5,330,000 New
Goldman Sachs
16
Goldman Sachs
New York
$217M 5,286,989 +2,735,909 +107%
Legal & General Group
17
Legal & General Group
United Kingdom
$208M 5,054,202 +186,854 +4%
EIP
18
Epoch Investment Partners
New York
$198M 4,815,308 +1,903,548 +65%
Norges Bank
19
Norges Bank
Norway
$196M 4,774,644 -388,597 -8%
Bank of America
20
Bank of America
North Carolina
$185M 4,502,299 +173,603 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$162M 3,944,500 -485,000 -11%
UBS AM
22
UBS AM
Illinois
$154M 3,740,102 +137,955 +4%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$141M 3,425,708 +3,345,044 +4,147%
Morgan Stanley
24
Morgan Stanley
New York
$128M 3,120,367 -720,500 -19%
Swiss National Bank
25
Swiss National Bank
Switzerland
$121M 2,949,524 -31,500 -1%
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