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Southern Company
SO

Overview Fund Activity

1,356 hedge funds and large institutions have $33.3B invested in Southern Company in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 515 increasing their positions, 526 reducing their positions, and 93 closing their positions.

Holders
1,356
Holders Change
-8
Holders Change %
-0.59%
% of All Funds
27.44%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.24%
New
99
Increased
515
Reduced
526
Closed
93
Calls
$327M
Puts
$178M
Net Calls
+$149M
Net Calls Change
+$39M

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$382M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$900M
3
Franklin Resources
3
Franklin Resources
California
$1.51B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$54.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$68.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$262M
2
State Street
2
State Street
Massachusetts
$2.93B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.01B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$78.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.93B 91,011,175 -766,377 -0.8%
BlackRock
2
BlackRock
New York
$4.01B 73,921,356 -868,031 -1%
State Street
3
State Street
Massachusetts
$2.93B 54,069,197 -1,828,543 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.01B 37,009,253 -1,681,208 -4%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.56B 28,832,935 +822,854 +3%
Franklin Resources
6
Franklin Resources
California
$1.51B 27,853,710 +1,191,224 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$900M 16,595,409 +2,216,945 +15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$801M 14,816,169 -59,754 -0.4%
Northern Trust
9
Northern Trust
Illinois
$686M 12,654,985 -145,164 -1%
Legal & General Group
10
Legal & General Group
United Kingdom
$586M 10,811,823 +199,967 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$556M 10,263,517 -65,205 -0.6%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$475M 8,756,638 +133,195 +2%
Bank of America
13
Bank of America
North Carolina
$416M 7,678,908 +335,960 +5%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$382M 7,047,102 +7,047,102 New
Federated Hermes
15
Federated Hermes
Pennsylvania
$352M 6,495,596 -66,335 -1%
Norges Bank
16
Norges Bank
Norway
$308M 5,681,474 -161,979 -3%
Capital Research Global Investors
17
Capital Research Global Investors
California
$302M 5,566,903 +509,307 +10%
Swiss National Bank
18
Swiss National Bank
Switzerland
$296M 5,451,119 -58,800 -1%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$268M 4,942,351 -165,510 -3%
Wells Fargo
20
Wells Fargo
California
$262M 4,831,006 -3,129,077 -39%
Charles Schwab
21
Charles Schwab
California
$250M 4,612,446 -176,188 -4%
UBS AM
22
UBS AM
Illinois
$233M 4,302,566 +152,656 +4%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$230M 4,241,186 -363,757 -8%
Goldman Sachs
24
Goldman Sachs
New York
$189M 3,489,361 -1,264,976 -27%
Morgan Stanley
25
Morgan Stanley
New York
$183M 3,373,059 +148,470 +5%
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