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Southern Company
SO

Overview Fund Activity

1,133 hedge funds and large institutions have $26.1B invested in Southern Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 479 increasing their positions, 416 reducing their positions, and 60 closing their positions.

Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
30.28%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
56
Increased
479
Reduced
416
Closed
60
Calls
$246M
Puts
$184M
Net Calls
+$62.3M
Net Calls Change
-$241M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$711M
2
Citigroup
2
Citigroup
New York
$260M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.29B
4
Wells Fargo
4
Wells Fargo
California
$627M
5
LC
5
LNZ Capital
New York
$97M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$47.3M
3
BFA
3
BlackRock Fund Advisors
California
$927M
4
Morgan Stanley
4
Morgan Stanley
New York
$266M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.29B 64,137,160 +3,757,900 +6%
State Street
2
State Street
Massachusetts
$2.44B 47,547,522 +1,003,509 +2%
BIT
3
BlackRock Institutional Trust
California
$1.37B 26,749,855 +1,098,915 +4%
BFA
4
BlackRock Fund Advisors
California
$927M 18,073,616 -958,787 -5%
Federated Hermes
5
Federated Hermes
Pennsylvania
$794M 15,478,429 +1,331,440 +9%
Capital Research Global Investors
6
Capital Research Global Investors
California
$711M 13,854,000 +8,354,000 +152%
Franklin Resources
7
Franklin Resources
California
$694M 13,521,062 +1,160,881 +9%
Wells Fargo
8
Wells Fargo
California
$627M 12,220,635 +2,099,472 +21%
Northern Trust
9
Northern Trust
Illinois
$600M 11,698,848 +430,693 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$569M 11,091,671 +513,807 +5%
BG
11
BlackRock Group
United Kingdom
$499M 9,734,585 -18,982 -0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$438M 8,548,204 +629,485 +8%
Norges Bank
13
Norges Bank
Norway
$412M 8,402,300 +561,511 +7%
Legal & General Group
14
Legal & General Group
United Kingdom
$333M 6,494,563 +86,583 +1%
Morgan Stanley
15
Morgan Stanley
New York
$266M 5,188,486 -885,377 -15%
Citigroup
16
Citigroup
New York
$260M 5,073,900 +4,528,376 +830%
APG Asset Management
17
APG Asset Management
Netherlands
$252M 4,921,450 -588,300 -11%
JHIU
18
Janus Henderson Investors US
Colorado
$246M 4,804,825 +421,035 +10%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$241M 4,699,730 +567,500 +14%
Goldman Sachs
20
Goldman Sachs
New York
$240M 4,679,159 +42,581 +0.9%
Swiss National Bank
21
Swiss National Bank
Switzerland
$223M 4,345,224 +60,100 +1%
Invesco
22
Invesco
Georgia
$214M 4,162,660 +33,268 +0.8%
Capital International Investors
23
Capital International Investors
California
$212M 4,126,300 +901,000 +28%
Bank of America
24
Bank of America
North Carolina
$211M 4,114,433 -60,762 -1%
UBS AM
25
UBS AM
Illinois
$209M 4,069,783 +139,492 +4%
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