We are live on ! Find out more
SO icon

Southern Company

1,193 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 435 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

55% more call options, than puts

Call options by funds: $246M | Put options by funds: $158M

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

12% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 435

2% more funds holding

Funds holding: 1,1721,193 (+21)

1.18% more ownership

Funds ownership: 53.55%54.73% (+1.2%)

4% more capital invested

Capital invested by funds: $25.8B → $27B (+$1.16B)

Holders
1,193
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.7%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
435
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.42B +$133M +2,688,854 +4%
BlackRock
2
BlackRock
New York
$3.09B +$2.97B +60,040,696 +2,962%
State Street
3
State Street
Massachusetts
$2.43B +$25.5M +515,397 +1%
Franklin Resources
4
Franklin Resources
California
$1.08B +$255M +5,153,748 +31%
Wells Fargo
5
Wells Fargo
California
$694M -$91.7M -1,855,511 -12%
Northern Trust
6
Northern Trust
Illinois
$620M +$31.4M +636,368 +5%
Federated Hermes
7
Federated Hermes
Pennsylvania
$616M -$136M -2,754,357 -18%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$611M +$316M +6,385,753 +108%
Capital Research Global Investors
9
Capital Research Global Investors
California
$594M -$227M -4,588,074 -28%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$571M +$3.09M +62,620 +0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$476M +$35.8M +724,650 +8%
Ameriprise
12
Ameriprise
Minnesota
$438M +$293M +5,920,212 +205%
Norges Bank
13
Norges Bank
Norway
$371M -$21.7M -438,213 -6%
Legal & General Group
14
Legal & General Group
United Kingdom
$341M +$14.4M +290,669 +4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$304M +$33.4M +675,303 +12%
Goldman Sachs
16
Goldman Sachs
New York
$277M +$45.1M +913,375 +20%
Morgan Stanley
17
Morgan Stanley
New York
$274M +$8.57M +173,507 +3%
Swiss National Bank
18
Swiss National Bank
Switzerland
$248M +$41.6M +841,100 +20%
JHIU
19
Janus Henderson Investors US
Colorado
$235M -$4.79M -96,917 -2%
Invesco
20
Invesco
Georgia
$228M +$20.4M +413,437 +10%
UBS AM
21
UBS AM
Illinois
$222M +$19.5M +395,211 +10%
Bank of America
22
Bank of America
North Carolina
$221M +$4.66M +94,377 +2%
Capital World Investors
23
Capital World Investors
California
$210M -$39.6M -802,310 -16%
Capital International Investors
24
Capital International Investors
California
$179M -$64.9M -1,312,900 -27%
Deutsche Bank
25
Deutsche Bank
Germany
$178M +$37M +748,736 +26%