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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 %
DC
351
Davenport & Co
Virginia
$3.01M +$287K +5,295 +11%
NMIMC
352
Northwestern Mutual Investment Management Company
Wisconsin
$3.01M – – –
DHFB
353
Dixon Hubard Feinour & Brown
Virginia
$3.01M -$117K -2,155 -4%
BNP Paribas Asset Management
354
BNP Paribas Asset Management
France
$3M +$2.14M +39,499 +249%
CHC
355
City Holding Co
West Virginia
$2.98M +$1.9K +35 +0.1%
GIM
356
Goelzer Investment Management
Indiana
$2.97M +$2.97M +54,817 New
FG
357
Fiduciary Group
Georgia
$2.95M +$666K +12,275 +29%
BFEC
358
Benjamin F. Edwards & Company
Missouri
$2.94M +$138K +2,544 +5%
HW
359
Hancock Whitney
Mississippi
$2.94M -$2.51M -46,366 -46%
AFG
360
Albion Financial Group
Utah
$2.91M +$207K +3,812 +8%
LSERS
361
Louisiana State Employees Retirement System
Louisiana
$2.91M +$445K +8,200 +18%
DADC
362
D.A. Davidson & Co
Montana
$2.9M +$356K +6,562 +14%
CBTWT
363
Community Bank & Trust (Waco, Texas)
Texas
$2.9M +$193K +3,559 +7%
Jane Street
364
Jane Street
New York
$2.9M -$2.89M -53,263 -50%
CAG
365
Csenge Advisory Group
Florida
$2.89M -$79.4K -1,373 -3%
Daiwa Securities Group
366
Daiwa Securities Group
Japan
$2.83M -$296K -5,459 -9%
FNT
367
First National Trust
Pennsylvania
$2.83M -$33.7K -622 -1%
WFMPM
368
Woodley Farra Manion Portfolio Management
Indiana
$2.82M -$164K -3,026 -5%
VWA
369
Visionary Wealth Advisors
Illinois
$2.81M +$2.57M +47,412 +1,060%
BCCM
370
Bridge Creek Capital Management
Massachusetts
$2.8M +$26K +479 +0.9%
SPIA
371
Steward Partners Investment Advisory
New York
$2.78M +$121K +2,234 +5%
FA
372
Financial Advantage
Maryland
$2.77M -$883K -16,294 -24%
SWM
373
Sugarloaf Wealth Management
Georgia
$2.77M -$88K -1,624 -3%
CFB
374
Cullen/Frost Bankers
Texas
$2.74M -$138K -2,544 -5%
PA
375
Profund Advisors
Maryland
$2.74M +$407K +7,506 +17%
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15
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