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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-8
Holders Change %
-0.59%
% of All Funds
27.43%
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
Pictet Asset Management (UK)
United Kingdom
+$382M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$120M
3
Franklin Resources
Franklin Resources
California
+$64.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$52.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$170M
2
State Street
State Street
Massachusetts
-$99.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$91.2M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$81.4M
5
Goldman Sachs
Goldman Sachs
New York
-$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
276
Pinnacle Financial Partners
Tennessee
$4.77M +$195K +3,596 +4%
FHC
277
First Horizon Corporation
Tennessee
$4.76M +$4.76M +87,789 New
NEAM
278
New England Asset Management
Connecticut
$4.7M -$106K -1,950 -2%
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$4.7M -$15.9K -294 -0.3%
B
280
BP
United Kingdom
$4.67M -$831K -15,328 -15%
OPERF
281
Oregon Public Employees Retirement Fund
Oregon
$4.64M -$417K -7,695 -8%
SVWAG
282
Sound View Wealth Advisors Group
Georgia
$4.61M +$35.9K +662 +0.8%
BA
283
BCM Advisors
Louisiana
$4.61M -$11.7K -200 -0.3%
II
284
IFM Investors
Australia
$4.58M +$516K +9,518 +13%
William Blair & Company
285
William Blair & Company
Illinois
$4.55M +$584K +10,771 +15%
SMDAM
286
Sumitomo Mitsui DS Asset Management
Japan
$4.54M +$611K +11,276 +16%
OAM
287
Optimal Asset Management
California
$4.54M -$586K -10,807 -11%
FAAS
288
First Allied Advisory Services
California
$4.5M +$1.22M +22,481 +37%
BCI
289
Brinker Capital Investments
Pennsylvania
$4.49M +$4.49M +82,759 New
CTC
290
Central Trust Company
Missouri
$4.48M +$537K +9,898 +14%
PAG
291
Private Advisor Group
New Jersey
$4.46M -$22.9K -424 -0.5%
GG
292
Greenwood Gearhart
Arkansas
$4.46M -$426K -7,862 -9%
QI
293
QS Investors
New York
$4.46M -$1.97M -36,335 -31%
OPTFSNA
294
Old Point Trust & Financial Services N A
Virginia
$4.44M +$78.7K +1,452 +2%
BBVA
295
Banco Bilbao Vizcaya Argentaria
Spain
$4.31M +$613K +11,310 +17%
CWM
296
Cahaba Wealth Management
Georgia
$4.28M +$2.24M +41,390 +110%
SIG
297
Sky Investment Group
Connecticut
$4.25M +$141K +2,592 +3%
CA
298
Cetera Advisors
Colorado
$4.2M +$1.28M +23,591 +44%
ClearBridge Investments
299
ClearBridge Investments
New York
$4.18M -$26.7K -493 -0.6%
RA
300
RFG Advisory
Alabama
$4.12M +$375K +6,910 +10%
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