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Southern Company
SO

Overview Fund Activity

924 hedge funds and large institutions have $19.8B invested in Southern Company in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 418 increasing their positions, 318 reducing their positions, and 56 closing their positions.

Holders
924
Holders Change
-29
Holders Change %
-3.04%
% of All Funds
26.83%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
38
Increased
418
Reduced
318
Closed
56
Calls
$264M
Puts
$137M
Net Calls
+$127M
Net Calls Change
-$258M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B
2
Franklin Resources
2
Franklin Resources
California
$1.63B
3
CA
3
Cortland Advisers
Delaware
$43.7M
4
Deutsche Bank
4
Deutsche Bank
Germany
$137M
5
Ameriprise
5
Ameriprise
Minnesota
$86.2M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$231M
2
State Street
2
State Street
Massachusetts
$1.87B
3
EA
3
Euclid Advisors
Connecticut
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$116M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B 49,377,208 +2,580,079 +6%
State Street
2
State Street
Massachusetts
$1.87B 42,819,337 -1,937,506 -4%
Franklin Resources
3
Franklin Resources
California
$1.63B 37,420,527 +1,807,381 +5%
BIT
4
BlackRock Institutional Trust
California
$1.05B 23,950,887 +202,052 +0.9%
BFA
5
BlackRock Fund Advisors
California
$550M 12,590,968 -789,566 -6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$541M 12,394,918 +206,537 +2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$524M 12,000,000 – –
Federated Hermes
8
Federated Hermes
Pennsylvania
$502M 11,498,106 -407,883 -3%
Northern Trust
9
Northern Trust
Illinois
$491M 11,247,845 -447,518 -4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$446M 10,207,394 +441,060 +5%
Wells Fargo
11
Wells Fargo
California
$369M 8,450,837 +506,552 +6%
BG
12
BlackRock Group
United Kingdom
$326M 7,471,793 +243,070 +3%
APG Asset Management
13
APG Asset Management
Netherlands
$300M 6,864,043 +174,690 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$293M 6,725,556 +5,940 +0.1%
Bank of America
15
Bank of America
North Carolina
$248M 5,692,014 +575,917 +11%
Legal & General Group
16
Legal & General Group
United Kingdom
$233M 5,337,560 +168,139 +3%
Norges Bank
17
Norges Bank
Norway
$231M 5,284,275 -4,679,401 -47%
UBS AM
18
UBS AM
Illinois
$205M 4,695,096 +168,245 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
19
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$194M 4,445,300 +86,700 +2%
Morgan Stanley
20
Morgan Stanley
New York
$147M 3,372,740 -52,719 -2%
Goldman Sachs
21
Goldman Sachs
New York
$142M 3,261,435 -1,214,648 -27%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$142M 3,256,803 +571,636 +21%
Deutsche Bank
23
Deutsche Bank
Germany
$137M 3,130,180 +976,104 +45%
Swiss National Bank
24
Swiss National Bank
Switzerland
$129M 2,949,424 -40,300 -1%
EIP
25
Epoch Investment Partners
New York
$122M 2,794,587 +126,584 +5%
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