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Southern Company
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Overview Fund Activity

1,181 hedge funds and large institutions have $25.7B invested in Southern Company in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 420 increasing their positions, 484 reducing their positions, and 82 closing their positions.

Holders
1,181
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
27.04%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.34%
New
93
Increased
420
Reduced
484
Closed
82
Calls
$281M
Puts
$203M
Net Calls
+$78.4M
Net Calls Change
-$38.4M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$210M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.66B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$376M
4
ZP
4
Zimmer Partners
New York
$63.2M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$216M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$251M
2
Goldman Sachs
2
Goldman Sachs
New York
$397M
3
CBOA
3
Commonwealth Bank of Australia
Australia
$276M
4
EIP
4
Energy Income Partners
Connecticut
$2.96M
5
CIC
5
Crawford Investment Counsel
Georgia
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.38B 77,467,557 +1,324,658 +2%
BlackRock
2
BlackRock
New York
$2.85B 65,377,083 +878,787 +1%
State Street
3
State Street
Massachusetts
$2.05B 46,962,480 -85,405 -0.2%
Franklin Resources
4
Franklin Resources
California
$1.73B 39,634,221 -300,020 -0.8%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.66B 38,110,343 +3,166,259 +9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$795M 18,224,108 +881,373 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$504M 11,574,445 +188,259 +2%
Northern Trust
8
Northern Trust
Illinois
$492M 11,281,811 -486,507 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$463M 10,620,343 +193,771 +2%
Goldman Sachs
10
Goldman Sachs
New York
$397M 9,100,749 -3,355,780 -27%
Federated Hermes
11
Federated Hermes
Pennsylvania
$388M 8,903,952 -183,750 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$376M 8,617,581 +1,896,970 +28%
Wells Fargo
13
Wells Fargo
California
$371M 8,509,256 -146,161 -2%
Legal & General Group
14
Legal & General Group
United Kingdom
$333M 7,630,452 +261,386 +4%
Norges Bank
15
Norges Bank
Norway
$315M 7,227,766 +528,769 +8%
CBOA
16
Commonwealth Bank of Australia
Australia
$276M 6,329,846 -2,004,344 -24%
Invesco
17
Invesco
Georgia
$258M 5,918,654 +55,211 +0.9%
Morgan Stanley
18
Morgan Stanley
New York
$252M 5,781,699 +852,234 +17%
Capital Research Global Investors
19
Capital Research Global Investors
California
$251M 5,763,448 -14,141,354 -71%
UBS AM
20
UBS AM
Illinois
$221M 5,068,428 +84,445 +2%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$216M 4,947,663 +1,394,000 +39%
Renaissance Technologies
22
Renaissance Technologies
New York
$210M 4,812,401 +3,493,601 +265%
Swiss National Bank
23
Swiss National Bank
Switzerland
$198M 4,547,324 -143,700 -3%
Bank of America
24
Bank of America
North Carolina
$196M 4,500,145 +251,767 +6%
Charles Schwab
25
Charles Schwab
California
$181M 4,157,729 +206,473 +5%
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