SO icon

Southern Company
SO

Overview Fund Activity

1,194 hedge funds and large institutions have $26B invested in Southern Company in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 460 increasing their positions, 504 reducing their positions, and 106 closing their positions.

Holders
1,194
Holders Change
-38
Holders Change %
-3.08%
% of All Funds
27.4%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
84
Increased
460
Reduced
504
Closed
106
Calls
$235M
Puts
$168M
Net Calls
+$67M
Net Calls Change
+$64.7M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.74B
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$414M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$661M
4
Bank of America
4
Bank of America
North Carolina
$307M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$163M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.32B
2
Ameriprise
2
Ameriprise
Minnesota
$109M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$78.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$163M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.33B 74,584,704 +1,065,046 +1%
BlackRock
2
BlackRock
New York
$2.83B 63,329,989 +374,521 +0.6%
State Street
3
State Street
Massachusetts
$2.09B 46,894,032 -1,070,352 -2%
Franklin Resources
4
Franklin Resources
California
$1.74B 38,962,463 +17,572,472 +82%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.32B 29,651,929 -6,062,260 -17%
Capital Research Global Investors
6
Capital Research Global Investors
California
$889M 19,900,240 +585,401 +3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$661M 14,790,707 +5,270,905 +55%
Northern Trust
8
Northern Trust
Illinois
$531M 11,896,308 -25,844 -0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$496M 11,127,413 +805,850 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$466M 10,423,716 -139,843 -1%
Wells Fargo
11
Wells Fargo
California
$417M 9,346,083 -1,587,682 -15%
Federated Hermes
12
Federated Hermes
Pennsylvania
$416M 9,318,556 +1,717,553 +23%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$414M 9,265,469 +5,945,010 +179%
Goldman Sachs
14
Goldman Sachs
New York
$346M 7,752,345 +1,228,968 +19%
Legal & General Group
15
Legal & General Group
United Kingdom
$321M 7,181,637 +80,182 +1%
CBOA
16
Commonwealth Bank of Australia
Australia
$320M 7,177,607 +658,037 +10%
Bank of America
17
Bank of America
North Carolina
$307M 6,880,150 +3,028,191 +79%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$280M 6,268,947 +832,782 +15%
Norges Bank
19
Norges Bank
Norway
$274M 6,128,019 -172,634 -3%
UBS AM
20
UBS AM
Illinois
$228M 5,108,877 +451,968 +10%
Invesco
21
Invesco
Georgia
$222M 4,981,744 +37,556 +0.8%
Swiss National Bank
22
Swiss National Bank
Switzerland
$203M 4,536,224 -308,400 -6%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$178M 3,994,166 +57,358 +1%
Charles Schwab
24
Charles Schwab
California
$170M 3,809,486 +172,763 +5%
Morgan Stanley
25
Morgan Stanley
New York
$163M 3,650,809 -1,862,948 -34%
1
2 3 4 5