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Southern Company
SO

Overview Fund Activity

953 hedge funds and large institutions have $20.7B invested in Southern Company in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 414 increasing their positions, 308 reducing their positions, and 37 closing their positions.

Holders
953
Holders Change
+41
Holders Change %
+4.5%
% of All Funds
27.41%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.43%
New
82
Increased
414
Reduced
308
Closed
37
Calls
$534M
Puts
$150M
Net Calls
+$384M
Net Calls Change
+$279M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$452M
2
State Street
2
State Street
Massachusetts
$2.03B
3
BFA
3
BlackRock Fund Advisors
California
$607M
4
EA
4
Euclid Advisors
Connecticut
$82.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.12B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
JHC
2
JFB Holdings Corp
Georgia
$7.73M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$122M
4
LBG
4
Lloyds Banking Group
United Kingdom
$143K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$66.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B 46,797,129 +1,416,829 +3%
State Street
2
State Street
Massachusetts
$2.03B 44,756,843 +3,702,748 +9%
Franklin Resources
3
Franklin Resources
California
$1.62B 35,613,146 +107,080 +0.3%
BIT
4
BlackRock Institutional Trust
California
$1.08B 23,748,835 +465,417 +2%
BFA
5
BlackRock Fund Advisors
California
$607M 13,380,534 +1,834,929 +16%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$553M 12,188,381 +405,212 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$545M 12,000,000 +750,000 +7%
Federated Hermes
8
Federated Hermes
Pennsylvania
$540M 11,905,989 +78,368 +0.7%
Northern Trust
9
Northern Trust
Illinois
$531M 11,695,363 +339,208 +3%
Norges Bank
10
Norges Bank
Norway
$452M 9,963,676 +5,189,032 +109%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$443M 9,766,334 -627,287 -6%
Wells Fargo
12
Wells Fargo
California
$361M 7,944,285 +86,348 +1%
BG
13
BlackRock Group
United Kingdom
$328M 7,228,723 +557,992 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$305M 6,719,616 -20,513 -0.3%
APG Asset Management
15
APG Asset Management
Netherlands
$304M 6,689,353 +937,547 +16%
Legal & General Group
16
Legal & General Group
United Kingdom
$235M 5,169,421 +81,836 +2%
Bank of America
17
Bank of America
North Carolina
$232M 5,116,097 +546,731 +12%
UBS AM
18
UBS AM
Illinois
$205M 4,526,851 +485,633 +12%
Goldman Sachs
19
Goldman Sachs
New York
$203M 4,476,083 +901,747 +25%
Caisse de Depot et Placement du Quebec (CDPQ)
20
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$198M 4,358,600 -572,400 -12%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$185M 4,086,901 +818,698 +25%
Morgan Stanley
22
Morgan Stanley
New York
$155M 3,425,459 +50,316 +1%
Swiss National Bank
23
Swiss National Bank
Switzerland
$136M 2,989,724 +29,600 +1%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$122M 2,685,167 -801,797 -23%
EIP
25
Epoch Investment Partners
New York
$121M 2,668,003 +142,929 +6%
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