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Southern Company
SO

Overview Fund Activity

1,442 hedge funds and large institutions have $40.3B invested in Southern Company in 2019 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 495 increasing their positions, 509 reducing their positions, and 60 closing their positions.

Holders
1,442
Holders Change
+125
Holders Change %
+9.49%
% of All Funds
28.48%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.57%
New
206
Increased
495
Reduced
509
Closed
60
Calls
$183M
Puts
$241M
Net Calls
-$58.4M
Net Calls Change
-$290M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.98B
2
Ensign Peak Advisors
2
Ensign Peak Advisors
Utah
$190M
3
State Street
3
State Street
Massachusetts
$3.64B
4
Norges Bank
4
Norges Bank
Norway
$494M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$234M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.7B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$384M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$344M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$963M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.21B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.77B 90,580,750 +11,517 +0%
BlackRock
2
BlackRock
New York
$4.98B 78,231,032 +5,776,790 +8%
State Street
3
State Street
Massachusetts
$3.64B 57,215,014 +2,944,110 +5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.21B 34,757,186 -989,802 -3%
Franklin Resources
5
Franklin Resources
California
$1.7B 26,632,144 -3,364,548 -11%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.66B 26,003,266 +898,413 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$967M 15,184,449 +310,440 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$963M 15,112,167 -1,080,453 -7%
Northern Trust
9
Northern Trust
Illinois
$799M 12,537,661 +85,790 +0.7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$686M 10,773,752 -119,106 -1%
Legal & General Group
11
Legal & General Group
United Kingdom
$653M 10,259,077 +291,770 +3%
Wells Fargo
12
Wells Fargo
California
$535M 8,397,761 -138,005 -2%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$526M 8,262,196 +26,412 +0.3%
Norges Bank
14
Norges Bank
Norway
$494M 7,758,696 +2,170,547 +39%
Goldman Sachs
15
Goldman Sachs
New York
$489M 7,682,592 +1,872,761 +32%
Bank of America
16
Bank of America
North Carolina
$479M 7,525,562 +173,233 +2%
Invesco
17
Invesco
Georgia
$453M 7,115,791 -16,235 -0.2%
Renaissance Technologies
18
Renaissance Technologies
New York
$384M 6,028,863 -2,600,939 -30%
Federated Hermes
19
Federated Hermes
Pennsylvania
$344M 5,404,544 -1,370,036 -20%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$342M 5,370,807 +961,748 +22%
Charles Schwab
21
Charles Schwab
California
$302M 4,746,882 +63,358 +1%
Swiss National Bank
22
Swiss National Bank
Switzerland
$289M 4,541,519 -118,600 -3%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$285M 4,477,026 +237,829 +6%
UBS AM
24
UBS AM
Illinois
$273M 4,287,878 -89,104 -2%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$270M 4,244,976 -93,758 -2%
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