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Southern Company
SO

Overview Fund Activity

1,056 hedge funds and large institutions have $21.4B invested in Southern Company in 2015 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 401 increasing their positions, 357 reducing their positions, and 54 closing their positions.

Holders
1,056
Holders Change
+52
Holders Change %
+5.18%
% of All Funds
27.73%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.79%
New
117
Increased
401
Reduced
357
Closed
54
Calls
$252M
Puts
$127M
Net Calls
+$125M
Net Calls Change
+$83.9M

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$171M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$63.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.56B
4
BFA
4
BlackRock Fund Advisors
California
$724M
5
Millennium Management
5
Millennium Management
New York
$45.2M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$994M
2
State Street
2
State Street
Massachusetts
$1.98B
3
AI
3
Analytic Investors
California
$93.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$145M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$496M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.56B 54,686,446 +1,325,479 +2%
State Street
2
State Street
Massachusetts
$1.98B 42,354,249 -1,253,721 -3%
BIT
3
BlackRock Institutional Trust
California
$1.15B 24,511,119 +157,454 +0.6%
Franklin Resources
4
Franklin Resources
California
$994M 21,238,924 -9,982,422 -32%
BFA
5
BlackRock Fund Advisors
California
$724M 15,481,593 +1,298,454 +9%
Federated Hermes
6
Federated Hermes
Pennsylvania
$545M 11,650,887 -276,922 -2%
Northern Trust
7
Northern Trust
Illinois
$499M 10,662,797 -636,960 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$496M 10,591,341 -889,145 -8%
Wells Fargo
9
Wells Fargo
California
$438M 9,364,719 +253,648 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$426M 9,105,249 -326,264 -3%
BG
11
BlackRock Group
United Kingdom
$405M 8,649,480 +145,707 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$351M 7,516,456 +5,779 +0.1%
Legal & General Group
13
Legal & General Group
United Kingdom
$284M 6,075,478 +91,386 +2%
Norges Bank
14
Norges Bank
Norway
$277M 5,929,636 +454,103 +8%
APG Asset Management
15
APG Asset Management
Netherlands
$259M 5,529,795 -246,873 -4%
Capital Research Global Investors
16
Capital Research Global Investors
California
$257M 5,500,000 – –
SAC
17
Smith Affiliated Capital
New York
– – – –
Nordea Investment Management
18
Nordea Investment Management
Sweden
$236M 5,041,164 -98,174 -2%
Bank of America
19
Bank of America
North Carolina
$211M 4,516,639 -249,357 -5%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$191M 4,088,815 -801,563 -16%
UBS AM
21
UBS AM
Illinois
$187M 4,003,897 -525,895 -12%
H
22
Hexavest
Quebec, Canada
$179M 3,833,152 +421,557 +12%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$171M 3,650,595 +3,132,301 +604%
Morgan Stanley
24
Morgan Stanley
New York
$162M 3,452,709 +259,589 +8%
Invesco
25
Invesco
Georgia
$161M 3,434,636 +723,274 +27%
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