SO icon

Southern Company
SO

Overview Fund Activity

1,361 hedge funds and large institutions have $34.1B invested in Southern Company in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 483 increasing their positions, 601 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-81
Holders Change %
-5.62%
% of All Funds
30.06%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.62%
New
95
Increased
483
Reduced
601
Closed
156
Calls
$223M
Puts
$136M
Net Calls
+$87.5M
Net Calls Change
+$146M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$111M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$86.4M
3
Renaissance Technologies
Renaissance Technologies
New York
+$85.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$84.4M
5
PP
Prudential plc
United Kingdom
+$67.1M

Top Sellers

1
ZP
Zimmer Partners
New York
-$123M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
3
Goldman Sachs
Goldman Sachs
New York
-$89.2M
4
BlackRock
BlackRock
New York
-$78.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$73.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
301
William Blair & Company
Illinois
$3.95M +$163K +3,004 +4%
OC
302
Oppenheimer & Co
New York
$3.94M +$199K +3,680 +5%
SDIC
303
South Dakota Investment Council
South Dakota
$3.92M -$5.01M -92,491 -56%
BCM
304
Birmingham Capital Management
Alabama
$3.92M -$42K -775 -1%
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$3.91M +$1.42M +26,319 +57%
OTPPB
306
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.89M -$2.46M -45,513 -39%
NWP
307
Northstar Wealth Partners
Connecticut
$3.88M +$24K +444 +0.6%
KRS
308
Kentucky Retirement Systems
Kentucky
$3.88M +$957K +17,671 +33%
SCM
309
Schnieders Capital Management
California
$3.87M +$143K +2,638 +4%
I
310
IberiaBank
Louisiana
$3.84M +$3.5M +64,696 +1,054%
SMDAM
311
Sumitomo Mitsui DS Asset Management
Japan
$3.83M -$102K -1,883 -3%
CIBC World Market
312
CIBC World Market
Ontario, Canada
$3.8M -$1.28M -23,558 -25%
HFS
313
Hantz Financial Services
Michigan
$3.79M +$3.79M +69,907 New
CTC
314
Central Trust Company
Missouri
$3.73M -$209K -3,852 -5%
AF
315
Alerus Financial
North Dakota
$3.68M -$903K -16,685 -20%
OPS
316
Orion Portfolio Solutions
Nebraska
$3.66M -$291K -5,371 -7%
JPMPWA
317
J.P. Morgan Private Wealth Advisors
California
$3.66M -$273K -5,046 -7%
Thrivent Financial for Lutherans
318
Thrivent Financial for Lutherans
Minnesota
$3.64M -$77.8K -1,439 -2%
COPPSERS
319
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.63M -$28.9K -534 -0.8%
FA
320
Financial Advantage
Maryland
$3.62M -$89.4K -1,652 -2%
IFAM
321
Institutional & Family Asset Management
Colorado
$3.62M +$370K +6,830 +11%
NA
322
NewEdge Advisors
Louisiana
$3.6M -$360K -6,643 -9%
SIM
323
Sentry Investment Management
Wisconsin
$3.6M +$144K +2,663 +4%
SBWIC
324
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.59M +$281K +5,190 +8%
NMERB
325
New Mexico Educational Retirement Board
New Mexico
$3.57M -$777K -14,350 -18%
11 12
13
14 15