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Southern Company
SO

Overview Fund Activity

1,212 hedge funds and large institutions have $25.8B invested in Southern Company in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 422 increasing their positions, 479 reducing their positions, and 95 closing their positions.

Holders
1,212
Holders Change
+31
Holders Change %
+2.62%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
139
Increased
422
Reduced
479
Closed
95
Calls
$213M
Puts
$109M
Net Calls
+$104M
Net Calls Change
+$25.8M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.57B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$366M
3
State Street
3
State Street
Massachusetts
$2.18B
4
BlackRock
4
BlackRock
New York
$2.99B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$457M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.47B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
CBOA
3
Commonwealth Bank of Australia
Australia
$95.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$267M
5
PAM
5
Panagora Asset Management
Massachusetts
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.57B 81,306,516 +3,838,959 +5%
BlackRock
2
BlackRock
New York
$2.99B 67,971,011 +2,593,928 +4%
State Street
3
State Street
Massachusetts
$2.18B 49,732,069 +2,769,589 +6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.65B 37,505,175 -605,168 -2%
Franklin Resources
5
Franklin Resources
California
$1.47B 33,388,935 -6,245,286 -16%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$802M 18,265,385 +41,277 +0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$560M 12,763,112 +1,188,667 +10%
Northern Trust
8
Northern Trust
Illinois
$528M 12,013,453 +731,642 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$464M 10,569,540 -50,803 -0.5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$457M 10,403,435 +1,785,854 +21%
Federated Hermes
11
Federated Hermes
Pennsylvania
$388M 8,831,470 -72,482 -0.8%
Wells Fargo
12
Wells Fargo
California
$375M 8,542,727 +33,471 +0.4%
Renaissance Technologies
13
Renaissance Technologies
New York
$366M 8,337,903 +3,525,502 +73%
Legal & General Group
14
Legal & General Group
United Kingdom
$348M 7,926,056 +295,604 +4%
Norges Bank
15
Norges Bank
Norway
$317M 7,227,766 – –
Invesco
16
Invesco
Georgia
$274M 6,228,976 +310,322 +5%
Goldman Sachs
17
Goldman Sachs
New York
$267M 6,073,036 -3,027,713 -33%
Morgan Stanley
18
Morgan Stanley
New York
$250M 5,691,711 -89,988 -2%
Bank of America
19
Bank of America
North Carolina
$247M 5,617,270 +1,117,125 +25%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$233M 5,303,634 +1,645,805 +45%
UBS AM
21
UBS AM
Illinois
$225M 5,116,688 +48,260 +1%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$223M 5,081,463 +133,800 +3%
Swiss National Bank
23
Swiss National Bank
Switzerland
$201M 4,586,924 +39,600 +0.9%
Charles Schwab
24
Charles Schwab
California
$192M 4,360,244 +202,515 +5%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$179M 4,081,862 +650,021 +19%
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