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Southern Company
SO

Overview Fund Activity

912 hedge funds and large institutions have $19.2B invested in Southern Company in 2014 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 369 increasing their positions, 340 reducing their positions, and 38 closing their positions.

Holders
912
Holders Change
+25
Holders Change %
+2.82%
% of All Funds
26.36%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.32%
New
71
Increased
369
Reduced
340
Closed
38
Calls
$232M
Puts
$127M
Net Calls
+$105M
Net Calls Change
+$46M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.56B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$144M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$457M
4
American Century Companies
4
American Century Companies
Missouri
$86.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.99B

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$111M
2
Goldman Sachs
2
Goldman Sachs
New York
$157M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$56.3M
4
AI
4
Analytic Investors
California
$25.9M
5
Macquarie Group
5
Macquarie Group
Australia
$51.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.99B 45,380,300 +1,172,855 +3%
State Street
2
State Street
Massachusetts
$1.8B 41,054,095 -141,099 -0.3%
Franklin Resources
3
Franklin Resources
California
$1.56B 35,506,066 +3,329,195 +10%
BIT
4
BlackRock Institutional Trust
California
$1.02B 23,283,418 +321,947 +1%
Federated Hermes
5
Federated Hermes
Pennsylvania
$520M 11,827,621 +57,012 +0.5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$518M 11,783,169 +214,215 +2%
BFA
7
BlackRock Fund Advisors
California
$507M 11,545,605 +88,014 +0.8%
Northern Trust
8
Northern Trust
Illinois
$499M 11,356,155 -351,777 -3%
Capital Research Global Investors
9
Capital Research Global Investors
California
$494M 11,250,000 +100,000 +0.9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$457M 10,393,621 +2,309,864 +29%
Wells Fargo
11
Wells Fargo
California
$345M 7,857,937 +9,405 +0.1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$296M 6,740,129 +133,253 +2%
BG
13
BlackRock Group
United Kingdom
$293M 6,670,731 +103,927 +2%
APG Asset Management
14
APG Asset Management
Netherlands
$253M 5,751,806 +44,024 +0.8%
Capital World Investors
15
Capital World Investors
California
$234M 5,330,000 – –
Legal & General Group
16
Legal & General Group
United Kingdom
$224M 5,087,585 +33,383 +0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$217M 4,931,000 +986,500 +25%
Norges Bank
18
Norges Bank
Norway
$210M 4,774,644 – –
Bank of America
19
Bank of America
North Carolina
$201M 4,569,366 +67,067 +1%
UBS AM
20
UBS AM
Illinois
$178M 4,041,218 +301,116 +8%
Goldman Sachs
21
Goldman Sachs
New York
$157M 3,574,336 -1,712,653 -32%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$153M 3,486,964 +61,256 +2%
Morgan Stanley
23
Morgan Stanley
New York
$148M 3,375,143 +254,776 +8%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$144M 3,268,203 +3,194,187 +4,316%
Swiss National Bank
25
Swiss National Bank
Switzerland
$130M 2,960,124 +10,600 +0.4%
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