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Southern Company
SO

Overview Fund Activity

1,149 hedge funds and large institutions have $26B invested in Southern Company in 2016 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 494 increasing their positions, 379 reducing their positions, and 51 closing their positions.

Holders
1,149
Holders Change
+27
Holders Change %
+2.41%
% of All Funds
30.71%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.75%
New
86
Increased
494
Reduced
379
Closed
51
Calls
$484M
Puts
$180M
Net Calls
+$303M
Net Calls Change
+$189M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.24B
2
Morgan Stanley
2
Morgan Stanley
New York
$326M
3
Capital International Investors
3
Capital International Investors
California
$173M
4
BFA
4
BlackRock Fund Advisors
California
$1.02B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$759M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$17.6M
2
H
2
Hexavest
Quebec, Canada
$26.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$53.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
RCM
5
Riverhead Capital Management
Delaware
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.24B 60,379,260 +3,222,084 +6%
State Street
2
State Street
Massachusetts
$2.5B 46,544,013 +858,466 +2%
BIT
3
BlackRock Institutional Trust
California
$1.38B 25,650,940 +749,727 +3%
BFA
4
BlackRock Fund Advisors
California
$1.02B 19,032,403 +2,194,490 +13%
Federated Hermes
5
Federated Hermes
Pennsylvania
$759M 14,146,989 +2,101,169 +17%
Franklin Resources
6
Franklin Resources
California
$663M 12,360,181 -390,465 -3%
Northern Trust
7
Northern Trust
Illinois
$604M 11,268,155 +502,764 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$567M 10,577,864 +57,511 +0.5%
Wells Fargo
9
Wells Fargo
California
$543M 10,121,163 +549,960 +6%
BG
10
BlackRock Group
United Kingdom
$523M 9,753,567 +610,148 +7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$454M 8,459,066 -726,129 -8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$424M 7,918,719 +236,127 +3%
Norges Bank
13
Norges Bank
Norway
$421M 7,840,789 +166,884 +2%
Legal & General Group
14
Legal & General Group
United Kingdom
$344M 6,407,980 +361,200 +6%
Morgan Stanley
15
Morgan Stanley
New York
$326M 6,073,863 +2,774,419 +84%
APG Asset Management
16
APG Asset Management
Netherlands
$295M 5,509,750 +241,195 +5%
Capital Research Global Investors
17
Capital Research Global Investors
California
$295M 5,500,000 – –
Goldman Sachs
18
Goldman Sachs
New York
$249M 4,636,578 +639,781 +16%
JHIU
19
Janus Henderson Investors US
Colorado
$235M 4,383,790 +1,090,793 +33%
Swiss National Bank
20
Swiss National Bank
Switzerland
$230M 4,285,124 +184,700 +5%
Deutsche Bank
21
Deutsche Bank
Germany
$227M 4,225,609 +761,403 +22%
Bank of America
22
Bank of America
North Carolina
$224M 4,175,195 -539,757 -11%
Invesco
23
Invesco
Georgia
$221M 4,129,392 +664,751 +19%
UBS AM
24
UBS AM
Illinois
$211M 3,930,291 +96,293 +3%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$204M 4,132,230 -238,435 -5%
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