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Southern Company
SO

Overview Fund Activity

1,364 hedge funds and large institutions have $31.9B invested in Southern Company in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 552 increasing their positions, 505 reducing their positions, and 93 closing their positions.

Holders
1,364
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
28.04%
Holding in Top 10
9
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-67.86%
% of All Funds
0.19%
New
107
Increased
552
Reduced
505
Closed
93
Calls
$239M
Puts
$129M
Net Calls
+$110M
Net Calls Change
+$22.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$262M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$153M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.01B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$746M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$340M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$23.5M
3
Invesco
3
Invesco
Georgia
$162M
4
BlackRock
4
BlackRock
New York
$3.88B
5
Norges Bank
5
Norges Bank
Norway
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.76B 91,777,552 -845,363 -0.9%
BlackRock
2
BlackRock
New York
$3.88B 74,789,387 -1,988,487 -3%
State Street
3
State Street
Massachusetts
$2.9B 55,897,740 -1,858,479 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.01B 38,690,461 +2,338,099 +6%
Franklin Resources
5
Franklin Resources
California
$1.49B 26,662,486 -411,270 -2%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.45B 28,010,081 +1,066,616 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$770M 14,875,923 -133,156 -0.9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$746M 14,378,464 +1,420,920 +11%
Northern Trust
9
Northern Trust
Illinois
$664M 12,800,149 +195,571 +2%
Legal & General Group
10
Legal & General Group
United Kingdom
$550M 10,611,856 +175,071 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$536M 10,328,722 +141,293 +1%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$447M 8,623,443 +480,760 +6%
Wells Fargo
13
Wells Fargo
California
$413M 7,960,083 -47,543 -0.6%
Bank of America
14
Bank of America
North Carolina
$381M 7,342,948 +533,328 +8%
Federated Hermes
15
Federated Hermes
Pennsylvania
$340M 6,561,931 +1,274,233 +24%
Norges Bank
16
Norges Bank
Norway
$303M 5,843,453 -1,909,782 -25%
Swiss National Bank
17
Swiss National Bank
Switzerland
$286M 5,509,919 +25,000 +0.5%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$265M 5,107,861 -22,487 -0.4%
Capital Research Global Investors
19
Capital Research Global Investors
California
$262M 5,057,596 +5,057,596 New
Charles Schwab
20
Charles Schwab
California
$248M 4,788,634 -4,192 -0.1%
Goldman Sachs
21
Goldman Sachs
New York
$247M 4,754,337 -1,280,226 -21%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$239M 4,604,943 -315,555 -6%
UBS AM
23
UBS AM
Illinois
$215M 4,149,910 -415,508 -9%
PPA
24
Parametric Portfolio Associates
Washington
$173M 3,334,188 -151,308 -4%
Morgan Stanley
25
Morgan Stanley
New York
$167M 3,224,589 +334,235 +12%
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