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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 %
B
326
Barings
North Carolina
$3.57M +$46.9K +866 +1%
MC
327
Moors & Cabot
Massachusetts
$3.56M +$125K +2,300 +4%
JPMPWA
328
J.P. Morgan Private Wealth Advisors
California
$3.55M -$185K -3,420 -5%
BCM
329
Brookstone Capital Management
Illinois
$3.54M +$3.3M +60,867 +1,379%
Assenagon Asset Management
330
Assenagon Asset Management
Luxembourg
$3.49M -$2.6M -47,972 -43%
NWP
331
Northstar Wealth Partners
Connecticut
$3.48M -$365K -6,723 -9%
AI
332
Atria Investments
North Carolina
$3.47M +$215K +3,957 +7%
JWCA
333
J.W. Cole Advisors
Florida
$3.44M +$2.02M +37,321 +143%
IFAM
334
Institutional & Family Asset Management
Colorado
$3.42M +$28.6K +528 +0.8%
KRS
335
Kentucky Retirement Systems
Kentucky
$3.34M +$152K +2,798 +5%
SA
336
Shilanski & Associates
Alaska
$3.31M +$5.8K +107 +0.2%
Mariner
337
Mariner
Kansas
$3.29M +$210K +3,871 +7%
CIBC World Market
338
CIBC World Market
Ontario, Canada
$3.28M -$250K -4,607 -7%
Los Angeles Capital Management
339
Los Angeles Capital Management
California
$3.28M -$4.22M -77,883 -56%
BA
340
Baugh & Associates
Georgia
$3.28M -$27.9K -514 -0.8%
Capstone Investment Advisors
341
Capstone Investment Advisors
New York
$3.27M -$244K -4,501 -7%
WB
342
WesBanco Bank
West Virginia
$3.26M +$49.9K +921 +2%
AB
343
Amalgamated Bank
New York
$3.25M -$67K -1,235 -2%
SS
344
Simplicity Solutions
Minnesota
$3.22M +$32.5K +599 +1%
FCCM
345
First City Capital Management
Georgia
$3.21M +$1.6M +27,549 +99%
NGA
346
Naples Global Advisors
Florida
$3.18M +$150K +2,775 +5%
LFAS
347
Level Four Advisory Services
Texas
$3.14M +$143K +2,643 +5%
IF
348
Insight Folios
North Carolina
$3.11M +$31.7K +584 +1%
Neuberger Berman Group
349
Neuberger Berman Group
New York
$3.07M +$551K +10,272 +22%
MFG
350
Monte Financial Group
Connecticut
$3.07M -$25.9K -477 -0.8%
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