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Southern Company
SO

Overview Fund Activity

1,040 hedge funds and large institutions have $24B invested in Southern Company in 2014 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 381 increasing their positions, 359 reducing their positions, and 32 closing their positions.

Holders
1,040
Holders Change
+116
Holders Change %
+12.55%
% of All Funds
27.76%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
158
Increased
381
Reduced
359
Closed
32
Calls
$393M
Puts
$296M
Net Calls
+$96.7M
Net Calls Change
-$30.2M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$1.02B
2
State Street
2
State Street
Massachusetts
$2.27B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$189M
4
BFA
4
BlackRock Fund Advisors
California
$748M
5
EA
5
Euclid Advisors
Connecticut
$104M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.52B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$91M
4
EIP
4
Energy Income Partners
Connecticut
$42.7M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$46.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.52B 51,373,414 +1,996,206 +4%
State Street
2
State Street
Massachusetts
$2.27B 46,254,789 +3,435,452 +8%
Franklin Resources
3
Franklin Resources
California
$1.52B 30,927,766 -6,492,761 -17%
BIT
4
BlackRock Institutional Trust
California
$1.19B 24,231,577 +280,690 +1%
ACM
5
Americafirst Capital Management
California
$1.02B 20,826 +20,826 New
BFA
6
BlackRock Fund Advisors
California
$748M 15,235,043 +2,644,075 +21%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$613M 12,490,152 +95,234 +0.8%
Capital Research Global Investors
8
Capital Research Global Investors
California
$589M 12,000,000 – –
Federated Hermes
9
Federated Hermes
Pennsylvania
$572M 11,655,105 +156,999 +1%
Northern Trust
10
Northern Trust
Illinois
$553M 11,252,571 +4,726 +0%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$507M 10,328,958 +121,564 +1%
Wells Fargo
12
Wells Fargo
California
$427M 8,697,006 +246,169 +3%
BG
13
BlackRock Group
United Kingdom
$402M 8,180,661 +708,868 +9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$345M 7,027,559 +302,003 +4%
APG Asset Management
15
APG Asset Management
Netherlands
$303M 6,167,288 -696,755 -10%
Norges Bank
16
Norges Bank
Norway
$272M 5,538,960 +254,685 +5%
Legal & General Group
17
Legal & General Group
United Kingdom
$256M 5,202,863 -134,697 -3%
UBS AM
18
UBS AM
Illinois
$239M 4,863,190 +168,094 +4%
Bank of America
19
Bank of America
North Carolina
$236M 4,806,214 -885,800 -16%
Deutsche Bank
20
Deutsche Bank
Germany
$226M 4,608,379 +1,478,199 +47%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$216M 4,408,100 -37,200 -0.8%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$189M 3,848,529 +3,390,004 +739%
Morgan Stanley
23
Morgan Stanley
New York
$176M 3,574,618 +201,878 +6%
JHIU
24
Janus Henderson Investors US
Colorado
$161M 3,273,462 +815,535 +33%
Goldman Sachs
25
Goldman Sachs
New York
$157M 3,201,442 -59,993 -2%
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