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Southern Company
SO

Overview Fund Activity

1,171 hedge funds and large institutions have $25.8B invested in Southern Company in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 462 increasing their positions, 404 reducing their positions, and 82 closing their positions.

Holders
1,171
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
29.32%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.4%
New
135
Increased
462
Reduced
404
Closed
82
Calls
$238M
Puts
$195M
Net Calls
+$43.3M
Net Calls Change
-$19M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$247M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$290M
3
Wells Fargo
3
Wells Fargo
California
$778M
4
Franklin Resources
4
Franklin Resources
California
$809M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$812M

Top Sellers

1
Citigroup
1
Citigroup
New York
$25.2M
2
LC
2
LNZ Capital
New York
$0
3
MTB
3
Mizuho Trust & Banking
Japan
$0
4
ZP
4
Zimmer Partners
New York
$24.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.25B 66,069,284 +1,932,124 +3%
State Street
2
State Street
Massachusetts
$2.38B 48,384,854 +837,332 +2%
BIT
3
BlackRock Institutional Trust
California
$1.32B 26,815,691 +65,836 +0.2%
BFA
4
BlackRock Fund Advisors
California
$890M 18,100,480 +26,864 +0.1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$812M 16,513,074 +2,659,074 +19%
Franklin Resources
6
Franklin Resources
California
$809M 16,455,678 +2,934,616 +22%
Wells Fargo
7
Wells Fargo
California
$778M 15,806,184 +3,585,549 +29%
Federated Hermes
8
Federated Hermes
Pennsylvania
$744M 15,129,318 -349,111 -2%
Northern Trust
9
Northern Trust
Illinois
$581M 11,813,446 +114,598 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$561M 11,401,248 +309,577 +3%
BG
11
BlackRock Group
United Kingdom
$489M 9,940,991 +206,406 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$435M 8,848,621 +300,417 +4%
Norges Bank
13
Norges Bank
Norway
$388M 7,887,587 -514,713 -6%
Legal & General Group
14
Legal & General Group
United Kingdom
$322M 6,549,735 +55,172 +0.8%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$290M 5,886,820 +3,945,258 +203%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$267M 5,432,418 +2,045,418 +60%
Morgan Stanley
17
Morgan Stanley
New York
$263M 5,340,455 +151,969 +3%
Capital World Investors
18
Capital World Investors
California
$247M 5,022,775 +5,022,775 New
Capital International Investors
19
Capital International Investors
California
$242M 4,916,600 +790,300 +19%
JHIU
20
Janus Henderson Investors US
Colorado
$237M 4,820,783 +15,958 +0.3%
Goldman Sachs
21
Goldman Sachs
New York
$229M 4,648,419 -30,740 -0.7%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$218M 4,437,628 -262,102 -6%
Bank of America
23
Bank of America
North Carolina
$214M 4,343,383 +228,950 +6%
Invesco
24
Invesco
Georgia
$205M 4,166,745 +4,085 +0.1%
Swiss National Bank
25
Swiss National Bank
Switzerland
$204M 4,137,324 -207,900 -5%
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