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Southern Company
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Overview Fund Activity

1,267 hedge funds and large institutions have $30.9B invested in Southern Company in 2019 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 498 increasing their positions, 437 reducing their positions, and 72 closing their positions.

Holders
1,267
Holders Change
+55
Holders Change %
+4.54%
% of All Funds
27.47%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.41%
New
140
Increased
498
Reduced
437
Closed
72
Calls
$318M
Puts
$132M
Net Calls
+$186M
Net Calls Change
+$81.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.41B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.14B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$667M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$94.7M
5
State Street
5
State Street
Massachusetts
$2.66B

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$6.74M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
EIP
3
Epoch Investment Partners
New York
$0
4
CBOA
4
Commonwealth Bank of Australia
Australia
$7.6M
5
ZP
5
Zimmer Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.41B 85,246,183 +3,939,667 +5%
BlackRock
2
BlackRock
New York
$3.54B 68,560,527 +589,516 +0.9%
State Street
3
State Street
Massachusetts
$2.66B 51,521,259 +1,789,190 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.89B 36,657,192 -847,983 -2%
Franklin Resources
5
Franklin Resources
California
$1.71B 33,135,628 -253,307 -0.8%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.14B 22,040,265 +3,774,880 +21%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$701M 13,573,188 +810,076 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$667M 12,907,022 +2,503,587 +24%
Northern Trust
9
Northern Trust
Illinois
$628M 12,148,623 +135,170 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$624M 12,068,604 +1,499,064 +14%
Federated Hermes
11
Federated Hermes
Pennsylvania
$500M 9,681,312 +849,842 +10%
Legal & General Group
12
Legal & General Group
United Kingdom
$473M 9,157,195 +1,231,139 +16%
Renaissance Technologies
13
Renaissance Technologies
New York
$466M 9,021,003 +683,100 +8%
Wells Fargo
14
Wells Fargo
California
$458M 8,857,276 +314,549 +4%
Norges Bank
15
Norges Bank
Norway
$399M 7,711,446 +483,680 +7%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$331M 6,398,661 +1,095,027 +21%
Invesco
17
Invesco
Georgia
$304M 5,881,632 -347,344 -6%
Goldman Sachs
18
Goldman Sachs
New York
$294M 5,690,859 -382,177 -6%
Bank of America
19
Bank of America
North Carolina
$267M 5,161,275 -455,995 -8%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$256M 4,954,163 -127,300 -3%
Swiss National Bank
21
Swiss National Bank
Switzerland
$246M 4,761,324 +174,400 +4%
UBS AM
22
UBS AM
Illinois
$236M 4,564,424 -552,264 -11%
Charles Schwab
23
Charles Schwab
California
$236M 4,560,883 +200,639 +5%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$216M 4,172,830 +237,106 +6%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$215M 4,165,589 +83,727 +2%
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