SO icon

Southern Company
SO

Overview Fund Activity

1,232 hedge funds and large institutions have $27.4B invested in Southern Company in 2017 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 461 increasing their positions, 451 reducing their positions, and 65 closing their positions.

Holders
1,232
Holders Change
+75
Holders Change %
+6.48%
% of All Funds
27.98%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.25%
New
149
Increased
461
Reduced
451
Closed
65
Calls
$211M
Puts
$209M
Net Calls
+$2.34M
Net Calls Change
-$109M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$458M
2
CBOA
2
Commonwealth Bank of Australia
Australia
$312M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$929M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.72B
5
LM
5
Luminus Management
Texas
$70.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
Ameriprise
2
Ameriprise
Minnesota
$390M
3
Norges Bank
3
Norges Bank
Norway
$303M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Franklin Resources
5
Franklin Resources
California
$1.03B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.54B 73,519,658 +1,170,371 +2%
BlackRock
2
BlackRock
New York
$3.03B 62,955,468 +821,503 +1%
State Street
3
State Street
Massachusetts
$2.31B 47,964,384 -130,152 -0.3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.72B 35,714,189 +3,464,236 +11%
Franklin Resources
5
Franklin Resources
California
$1.03B 21,389,991 -998,225 -4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$929M 19,314,839 +4,391,056 +29%
Northern Trust
7
Northern Trust
Illinois
$573M 11,922,152 -395,938 -3%
Wells Fargo
8
Wells Fargo
California
$526M 10,933,765 +370,302 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$508M 10,563,559 -87,698 -0.8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$495M 10,321,563 +342,203 +3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$458M 9,519,802 +7,329,520 +335%
Ameriprise
12
Ameriprise
Minnesota
$390M 8,113,891 -1,264,884 -13%
Federated Hermes
13
Federated Hermes
Pennsylvania
$366M 7,601,003 +991,063 +15%
Legal & General Group
14
Legal & General Group
United Kingdom
$342M 7,101,455 -191,220 -3%
Goldman Sachs
15
Goldman Sachs
New York
$314M 6,523,377 -101,185 -2%
CBOA
16
Commonwealth Bank of Australia
Australia
$312M 6,519,570 +4,781,190 +275%
Norges Bank
17
Norges Bank
Norway
$303M 6,300,653 -1,123,991 -15%
Morgan Stanley
18
Morgan Stanley
New York
$265M 5,513,757 +1,188,085 +27%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$261M 5,436,165 -2,467,259 -31%
Invesco
20
Invesco
Georgia
$238M 4,944,188 +409,546 +9%
Swiss National Bank
21
Swiss National Bank
Switzerland
$233M 4,844,624 +64,200 +1%
UBS AM
22
UBS AM
Illinois
$224M 4,656,909 +106,252 +2%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$197M 4,105,045 +962,520 +31%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$189M 3,936,808 -862,742 -18%
Bank of America
25
Bank of America
North Carolina
$185M 3,851,959 -185,924 -5%
1
2 3 4 5