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Southern Company
SO

Overview Fund Activity

1,027 hedge funds and large institutions have $20B invested in Southern Company in 2015 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 428 increasing their positions, 370 reducing their positions, and 80 closing their positions.

Holders
1,027
Holders Change
-13
Holders Change %
-1.25%
% of All Funds
27.39%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.45%
New
79
Increased
428
Reduced
370
Closed
80
Calls
$204M
Puts
$135M
Net Calls
+$69.9M
Net Calls Change
-$26.8M

Top Buyers

1
O
1
OppenheimerFunds
New York
$94M
2
AI
2
Analytic Investors
California
$161M
3
Citigroup
3
Citigroup
New York
$50.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$171M
5
T
5
TOBAM
France
$53.4M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.29M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$354M
4
EA
4
Euclid Advisors
Connecticut
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$367M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.29B 51,737,273 +363,859 +0.7%
State Street
2
State Street
Massachusetts
$1.96B 44,224,649 -2,030,140 -4%
Franklin Resources
3
Franklin Resources
California
$1.37B 30,934,986 +7,220 +0%
BIT
4
BlackRock Institutional Trust
California
$1.1B 24,818,739 +587,162 +2%
BFA
5
BlackRock Fund Advisors
California
$632M 14,268,816 -966,227 -6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$546M 12,321,541 -168,611 -1%
Federated Hermes
7
Federated Hermes
Pennsylvania
$535M 12,085,925 +430,820 +4%
Northern Trust
8
Northern Trust
Illinois
$493M 11,142,079 -110,492 -1%
Wells Fargo
9
Wells Fargo
California
$383M 8,659,753 -37,253 -0.4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$367M 8,283,227 -2,045,731 -20%
BG
11
BlackRock Group
United Kingdom
$358M 8,095,041 -85,620 -1%
Capital Research Global Investors
12
Capital Research Global Investors
California
$354M 8,000,000 -4,000,000 -33%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$326M 7,380,050 +352,491 +5%
Norges Bank
14
Norges Bank
Norway
$253M 5,703,412 +164,452 +3%
APG Asset Management
15
APG Asset Management
Netherlands
$244M 5,499,552 -667,736 -11%
Legal & General Group
16
Legal & General Group
United Kingdom
$238M 5,364,308 +161,445 +3%
UBS AM
17
UBS AM
Illinois
$215M 4,844,711 -18,479 -0.4%
Deutsche Bank
18
Deutsche Bank
Germany
$190M 4,280,438 -327,941 -7%
Bank of America
19
Bank of America
North Carolina
$180M 4,070,578 -735,636 -15%
Goldman Sachs
20
Goldman Sachs
New York
$171M 3,867,585 +666,143 +21%
Morgan Stanley
21
Morgan Stanley
New York
$169M 3,814,073 +239,455 +7%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$165M 3,721,761 -126,768 -3%
JHIU
23
Janus Henderson Investors US
Colorado
$163M 3,683,469 +410,007 +13%
AI
24
Analytic Investors
California
$161M 3,640,779 +799,526 +28%
Swiss National Bank
25
Swiss National Bank
Switzerland
$144M 3,245,524 +362,200 +13%
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