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Southern Company
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Overview Fund Activity

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.62B
2
Goldman Sachs
2
Goldman Sachs
New York
$577M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$803M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.53B
5
Morgan Stanley
5
Morgan Stanley
New York
$228M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$186M
2
Bank of America
2
Bank of America
North Carolina
$197M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$1.8M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
H
5
Hexavest
Quebec, Canada
$41.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.53B 76,142,899 +1,558,195 +2%
BlackRock
2
BlackRock
New York
$2.99B 64,498,296 +1,168,307 +2%
State Street
3
State Street
Massachusetts
$2.18B 47,047,885 +153,853 +0.3%
Franklin Resources
4
Franklin Resources
California
$1.85B 39,934,241 +971,778 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.62B 34,944,084 +5,292,155 +18%
Capital Research Global Investors
6
Capital Research Global Investors
California
$922M 19,904,802 +4,562 +0%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$803M 17,342,735 +2,552,028 +17%
Goldman Sachs
8
Goldman Sachs
New York
$577M 12,456,529 +4,704,184 +61%
Northern Trust
9
Northern Trust
Illinois
$545M 11,768,318 -127,990 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$526M 11,386,186 +258,773 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$483M 10,426,572 +2,856 +0%
Federated Hermes
12
Federated Hermes
Pennsylvania
$421M 9,087,702 -230,854 -2%
Wells Fargo
13
Wells Fargo
California
$401M 8,655,417 -690,666 -7%
CBOA
14
Commonwealth Bank of Australia
Australia
$386M 8,334,190 +1,156,583 +16%
Legal & General Group
15
Legal & General Group
United Kingdom
$341M 7,369,066 +187,429 +3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$311M 6,720,611 +451,664 +7%
Norges Bank
17
Norges Bank
Norway
$310M 6,698,997 +570,978 +9%
Invesco
18
Invesco
Georgia
$272M 5,863,443 +881,699 +18%
UBS AM
19
UBS AM
Illinois
$231M 4,983,983 -124,894 -2%
Morgan Stanley
20
Morgan Stanley
New York
$228M 4,929,465 +1,278,656 +35%
Swiss National Bank
21
Swiss National Bank
Switzerland
$217M 4,691,024 +154,800 +3%
Bank of America
22
Bank of America
North Carolina
$197M 4,248,378 -2,631,772 -38%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$186M 4,020,584 -5,244,885 -57%
Charles Schwab
24
Charles Schwab
California
$183M 3,951,256 +141,770 +4%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$171M 3,691,505 -302,661 -8%
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