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Southern Company
SO

Overview Fund Activity

1,122 hedge funds and large institutions have $23.5B invested in Southern Company in 2016 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 472 increasing their positions, 359 reducing their positions, and 52 closing their positions.

Holders
1,122
Holders Change
+66
Holders Change %
+6.25%
% of All Funds
29.94%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
128
Increased
472
Reduced
359
Closed
52
Calls
$207M
Puts
$93M
Net Calls
+$114M
Net Calls Change
-$10.5M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.36B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.96B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$98.3M
4
Norges Bank
4
Norges Bank
Norway
$397M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$99.3M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$660M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$110M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
LC
4
LNZ Capital
New York
$7.64M
5
Millennium Management
5
Millennium Management
New York
$7.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.96B 57,157,176 +2,470,730 +5%
State Street
2
State Street
Massachusetts
$2.36B 45,685,547 +3,331,298 +8%
BIT
3
BlackRock Institutional Trust
California
$1.29B 24,901,213 +390,094 +2%
BFA
4
BlackRock Fund Advisors
California
$871M 16,837,913 +1,356,320 +9%
Franklin Resources
5
Franklin Resources
California
$660M 12,750,646 -8,488,278 -40%
Federated Hermes
6
Federated Hermes
Pennsylvania
$623M 12,045,820 +394,933 +3%
Northern Trust
7
Northern Trust
Illinois
$556M 10,765,391 +102,594 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$544M 10,520,353 -70,988 -0.7%
Wells Fargo
9
Wells Fargo
California
$495M 9,571,203 +206,484 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$475M 9,185,195 +79,946 +0.9%
BG
11
BlackRock Group
United Kingdom
$473M 9,143,419 +493,939 +6%
Norges Bank
12
Norges Bank
Norway
$397M 7,673,905 +1,744,269 +29%
Legal & General Group
13
Legal & General Group
United Kingdom
$313M 6,046,780 -28,698 -0.5%
Capital Research Global Investors
14
Capital Research Global Investors
California
$285M 5,500,000 – –
APG Asset Management
15
APG Asset Management
Netherlands
$273M 5,268,555 -261,240 -5%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$248M 4,786,117 -255,047 -5%
Bank of America
17
Bank of America
North Carolina
$244M 4,714,952 +198,313 +4%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$211M 4,370,665 +720,070 +20%
Goldman Sachs
19
Goldman Sachs
New York
$207M 3,996,797 +1,044,511 +35%
Swiss National Bank
20
Swiss National Bank
Switzerland
$203M 4,100,424 +666,800 +19%
UBS AM
21
UBS AM
Illinois
$198M 3,833,998 -169,899 -4%
H
22
Hexavest
Quebec, Canada
$190M 3,673,797 -159,355 -4%
Renaissance Technologies
23
Renaissance Technologies
New York
$180M 3,473,700 +990,300 +40%
Invesco
24
Invesco
Georgia
$179M 3,464,641 +30,005 +0.9%
Deutsche Bank
25
Deutsche Bank
Germany
$179M 3,464,206 +359,008 +12%
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