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Southern Company

1,167 hedge funds and large institutions have $25.9B invested in Southern Company in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 499 increasing their positions, 417 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $239M | Put options by funds: $167M

20% more repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 417

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.41% less ownership

Funds ownership: 54.73%54.32% (-0.41%)

4% less capital invested

Capital invested by funds: $27B → $25.9B (-$1.12B)

2% less funds holding

Funds holding: 1,1931,167 (-26)

15% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 80

Holders
1,167
Holders Change
-26
Holders Change %
-2.18%
% of All Funds
29.09%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.45%
New
68
Increased
499
Reduced
417
Closed
80
Calls
$239M
Puts
$167M
Net Calls
+$72.4M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.4B +$115M +2,295,466 +3%
BlackRock
2
BlackRock
New York
$2.92B -$49.1M -979,492 -2%
State Street
3
State Street
Massachusetts
$2.28B -$64.2M -1,280,718 -3%
Franklin Resources
4
Franklin Resources
California
$1.07B +$38.6M +770,413 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.03B +$461M +9,202,041 +75%
Capital Research Global Investors
6
Capital Research Global Investors
California
$715M +$151M +3,015,226 +25%
Wells Fargo
7
Wells Fargo
California
$639M -$30.3M -604,539 -4%
Northern Trust
8
Northern Trust
Illinois
$572M -$25.6M -510,845 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$517M -$33.5M -668,871 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$463M +$6.14M +122,449 +1%
Ameriprise
11
Ameriprise
Minnesota
$432M +$11.2M +223,035 +3%
Federated Hermes
12
Federated Hermes
Pennsylvania
$363M -$240M -4,795,038 -39%
Norges Bank
13
Norges Bank
Norway
$349M -$8.07M -160,997 -2%
Goldman Sachs
14
Goldman Sachs
New York
$349M +$86.3M +1,721,611 +31%
Legal & General Group
15
Legal & General Group
United Kingdom
$335M +$8.06M +160,862 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$275M -$18.6M -370,327 -6%
Morgan Stanley
17
Morgan Stanley
New York
$229M -$37M -737,006 -13%
Swiss National Bank
18
Swiss National Bank
Switzerland
$226M -$12.6M -251,200 -5%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$224M +$228M +4,546,503 +3,580%
Invesco
20
Invesco
Georgia
$214M -$5.59M -111,538 -2%
UBS AM
21
UBS AM
Illinois
$210M -$4.37M -87,147 -2%
Bank of America
22
Bank of America
North Carolina
$185M -$28.4M -566,378 -13%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$170M -$10.2M -204,349 -6%
Deutsche Bank
24
Deutsche Bank
Germany
$165M -$7.37M -146,966 -4%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$164M +$2.83M +56,488 +2%