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Southern Company
SO

Overview Fund Activity

986 hedge funds and large institutions have $19.3B invested in Southern Company in 2015 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 395 increasing their positions, 372 reducing their positions, and 79 closing their positions.

Holders
986
Holders Change
-41
Holders Change %
-3.99%
% of All Funds
26.59%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.27%
New
50
Increased
395
Reduced
372
Closed
79
Calls
$242M
Puts
$212M
Net Calls
+$30.1M
Net Calls Change
-$39.8M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$211M
2
Franklin Resources
2
Franklin Resources
California
$1.45B
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$210M
4
H
4
Hexavest
Quebec, Canada
$134M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$70.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$230M
2
State Street
2
State Street
Massachusetts
$1.76B
3
Prudential Financial
3
Prudential Financial
New Jersey
$49.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B 52,281,728 +544,455 +1%
State Street
2
State Street
Massachusetts
$1.76B 42,037,970 -2,186,679 -5%
Franklin Resources
3
Franklin Resources
California
$1.45B 34,539,136 +3,604,150 +12%
BIT
4
BlackRock Institutional Trust
California
$1.02B 24,351,913 -466,826 -2%
BFA
5
BlackRock Fund Advisors
California
$585M 13,967,404 -301,412 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$513M 12,253,559 -67,982 -0.6%
Federated Hermes
7
Federated Hermes
Pennsylvania
$491M 11,720,606 -365,319 -3%
Northern Trust
8
Northern Trust
Illinois
$478M 11,410,223 +268,144 +2%
Wells Fargo
9
Wells Fargo
California
$373M 8,908,804 +249,051 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$373M 8,895,455 +612,228 +7%
BG
11
BlackRock Group
United Kingdom
$345M 8,228,663 +133,622 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$312M 7,468,038 +87,988 +1%
Legal & General Group
13
Legal & General Group
United Kingdom
$245M 5,835,716 +471,408 +9%
APG Asset Management
14
APG Asset Management
Netherlands
$242M 5,777,520 +277,968 +5%
Norges Bank
15
Norges Bank
Norway
$239M 5,703,412 – –
Capital Research Global Investors
16
Capital Research Global Investors
California
$230M 5,500,000 -2,500,000 -31%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$211M 5,030,643 +3,627,431 +259%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$210M 5,018,206 +3,025,715 +152%
UBS AM
19
UBS AM
Illinois
$206M 4,908,023 +63,312 +1%
Deutsche Bank
20
Deutsche Bank
Germany
$195M 4,661,728 +381,290 +9%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$167M 3,992,781 +271,020 +7%
Bank of America
22
Bank of America
North Carolina
$154M 3,672,028 -398,550 -10%
JHIU
23
Janus Henderson Investors US
Colorado
$148M 3,526,997 -156,472 -4%
Goldman Sachs
24
Goldman Sachs
New York
$148M 3,525,441 -342,144 -9%
AI
25
Analytic Investors
California
$143M 3,408,356 -232,423 -6%
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