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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 %
IA
351
IFG Advisory
Georgia
$2.93M +$660K +12,197 +29%
BHWA
352
Beacon Harbor Wealth Advisors
Virginia
$2.92M +$2.92M +53,986 New
NGA
353
Naples Global Advisors
Florida
$2.91M -$107K -1,972 -4%
PAM
354
Private Asset Management
California
$2.9M – – –
OSIA
355
O'Shares Investment Advisers
Massachusetts
$2.87M -$2.27K -42 -0.1%
FAAS
356
First Allied Advisory Services
California
$2.87M -$53.1K -981 -2%
WFMPM
357
Woodley Farra Manion Portfolio Management
Indiana
$2.87M -$488K -9,007 -15%
FNT
358
First National Trust
Pennsylvania
$2.86M -$22.3K -412 -0.8%
SWM
359
Sugarloaf Wealth Management
Georgia
$2.85M -$177K -3,274 -6%
HB
360
Homrich & Berg
Georgia
$2.84M -$2.19M -40,513 -44%
DADC
361
D.A. Davidson & Co
Montana
$2.83M -$338K -6,233 -11%
EAM
362
Eagle Asset Management
Florida
$2.82M -$713K -13,175 -20%
CFB
363
Cullen/Frost Bankers
Texas
$2.81M -$15.3K -283 -0.5%
BFEC
364
Benjamin F. Edwards & Company
Missouri
$2.81M +$327K +6,033 +13%
SS
365
Simplicity Solutions
Minnesota
$2.8M -$228K -4,206 -8%
TLP
366
Trinity Legacy Partners
Texas
$2.77M -$67.3K -1,284 -2%
WAM
367
World Asset Management
Michigan
$2.77M -$1.18M -21,716 -30%
PWW
368
Pettyjohn Wood & White
Virginia
$2.76M -$334K -6,170 -11%
FNFDCM
369
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.75M -$55.2K -1,020 -2%
TPCW
370
TD Private Client Wealth
New York
$2.72M -$768K -14,194 -22%
BBVA
371
Banco Bilbao Vizcaya Argentaria
Spain
$2.72M -$2.71M -50,100 -50%
CBTWT
372
Community Bank & Trust (Waco, Texas)
Texas
$2.7M +$1.19K +22 +0%
JG
373
Jefferies Group
New York
$2.7M -$2.98M -55,061 -52%
AFWM
374
AMJ Financial Wealth Management
Virginia
$2.69M -$760K -14,040 -22%
BCCM
375
Bridge Creek Capital Management
Massachusetts
$2.68M +$16.2K +300 +0.6%
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