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Southern Company
SO

Overview Fund Activity

1,004 hedge funds and large institutions have $20.3B invested in Southern Company in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 406 increasing their positions, 357 reducing their positions, and 43 closing their positions.

Holders
1,004
Holders Change
+18
Holders Change %
+1.83%
% of All Funds
28.06%
Holding in Top 10
24
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+140%
% of All Funds
0.67%
New
70
Increased
406
Reduced
357
Closed
43
Calls
$199M
Puts
$158M
Net Calls
+$40.9M
Net Calls Change
+$10.8M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$86.1M
2
State Street
2
State Street
Massachusetts
$1.95B
3
Bank of America
3
Bank of America
North Carolina
$213M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.39B
5
BAPIM
5
British Airways Pensions Investment Management
United Kingdom
$35.7M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$26.9M
2
Franklin Resources
2
Franklin Resources
California
$1.4B
3
O
3
OppenheimerFunds
New York
$0
4
American Century Companies
4
American Century Companies
Missouri
$5.23M
5
SC
5
Stralem & Co
New York
$903K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.39B 53,360,967 +1,079,239 +2%
State Street
2
State Street
Massachusetts
$1.95B 43,607,970 +1,570,000 +4%
Franklin Resources
3
Franklin Resources
California
$1.4B 31,221,346 -3,317,790 -10%
BIT
4
BlackRock Institutional Trust
California
$1.09B 24,353,665 +1,752 +0%
BFA
5
BlackRock Fund Advisors
California
$634M 14,183,139 +215,735 +2%
Federated Hermes
6
Federated Hermes
Pennsylvania
$533M 11,927,809 +207,203 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$513M 11,480,486 -773,073 -6%
Northern Trust
8
Northern Trust
Illinois
$505M 11,299,757 -110,466 -1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$422M 9,431,513 +536,058 +6%
Wells Fargo
10
Wells Fargo
California
$407M 9,111,071 +202,267 +2%
BG
11
BlackRock Group
United Kingdom
$380M 8,503,773 +275,110 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$335M 7,510,677 +42,639 +0.6%
Legal & General Group
13
Legal & General Group
United Kingdom
$267M 5,984,092 +148,376 +3%
APG Asset Management
14
APG Asset Management
Netherlands
$258M 5,776,668 -852 -0%
Capital Research Global Investors
15
Capital Research Global Investors
California
$246M 5,500,000 – –
Norges Bank
16
Norges Bank
Norway
$245M 5,475,533 -227,879 -4%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$230M 5,139,338 +121,132 +2%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$219M 4,890,378 -140,265 -3%
Bank of America
19
Bank of America
North Carolina
$213M 4,765,996 +1,093,968 +30%
UBS AM
20
UBS AM
Illinois
$202M 4,529,792 -378,231 -8%
Deutsche Bank
21
Deutsche Bank
Germany
$182M 4,069,618 -592,110 -13%
Goldman Sachs
22
Goldman Sachs
New York
$163M 3,654,460 +129,019 +4%
H
23
Hexavest
Quebec, Canada
$152M 3,411,595 +222,623 +7%
Swiss National Bank
24
Swiss National Bank
Switzerland
$152M 3,398,524 +157,400 +5%
Morgan Stanley
25
Morgan Stanley
New York
$143M 3,193,120 +299,707 +10%
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