SO icon

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 %
EARNEST Partners
301
EARNEST Partners
Georgia
$4.1M +$258K +4,758 +7%
TNB
302
Thomasville National Bank
Georgia
$4.1M -$294K -5,417 -7%
SCM
303
Schnieders Capital Management
California
$4.1M +$20.3K +375 +0.5%
HB
304
Homrich & Berg
Georgia
$4.09M +$880K +16,226 +27%
JG
305
Jefferies Group
New York
$4.07M +$4.07M +75,000 New
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$3.98M +$1.03M +19,027 +35%
Pacer Advisors
307
Pacer Advisors
Pennsylvania
$3.94M -$868K -16,003 -18%
OPS
308
Orion Portfolio Solutions
Nebraska
$3.9M +$83.9K +1,547 +2%
AF
309
Alerus Financial
North Dakota
$3.89M +$66.9K +1,234 +2%
BCM
310
Birmingham Capital Management
Alabama
$3.89M -$20.3K -375 -0.5%
CWM
311
Chronos Wealth Management
Florida
$3.83M +$225K +4,143 +6%
HFS
312
Hantz Financial Services
Michigan
$3.83M -$50.7K -935 -1%
CGH
313
Crossmark Global Holdings
Texas
$3.79M +$1.68K +31 +0%
TPCW
314
TD Private Client Wealth
New York
$3.78M -$137K -2,534 -4%
Wealthfront Advisers
315
Wealthfront Advisers
California
$3.76M +$26.4K +486 +0.7%
TA
316
Tiedemann Advisors
New York
$3.76M +$2.34M +43,161 +165%
SBWIC
317
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.73M +$97.1K +1,790 +3%
SIM
318
Sentry Investment Management
Wisconsin
$3.72M +$413K +7,611 +12%
SPC
319
Sigma Planning Corp
Michigan
$3.68M +$35.2K +650 +1%
NMERB
320
New Mexico Educational Retirement Board
New Mexico
$3.67M -$157K -2,900 -4%
SWA
321
Stratos Wealth Advisors
Ohio
$3.67M -$6.45K -119 -0.2%
IA
322
IFG Advisory
Georgia
$3.66M +$8.35K +154 +0.2%
OC
323
Oppenheimer & Co
New York
$3.61M -$1.5M -27,620 -29%
PAM
324
Private Asset Management
California
$3.6M +$580K +10,695 +19%
Fisher Asset Management
325
Fisher Asset Management
Washington
$3.59M +$333K +6,140 +10%
11 12
13
14 15