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Southern Company
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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 %
LNC
376
Lincoln National Corp
Pennsylvania
$2.68M +$247K +4,562 +10%
RWM
377
Rench Wealth Management
Texas
$2.67M -$56.6K -1,045 -2%
LFAS
378
Level Four Advisory Services
Texas
$2.65M -$890K -16,451 -25%
Brown Advisory
379
Brown Advisory
Maryland
$2.63M +$568K +10,495 +28%
PAM
380
Palisade Asset Management
Minnesota
$2.61M -$5.41K -100 -0.2%
CA
381
Cetera Advisors
Colorado
$2.6M -$131K -2,419 -5%
BC
382
Brinker Capital
Pennsylvania
$2.6M +$316K +5,834 +14%
TF
383
TIAA FSB
Florida
$2.59M -$157K -2,894 -6%
VFA
384
Voya Financial Advisors
Connecticut
$2.59M -$3.3M -56,961 -56%
AIM
385
Anchor Investment Management
South Carolina
$2.54M -$48.2K -891 -2%
DC
386
Davenport & Co
Virginia
$2.53M -$225K -4,147 -8%
SLI
387
Sumitomo Life Insurance
Japan
$2.51M +$26.6K +492 +1%
ECM
388
ExodusPoint Capital Management
New York
$2.51M +$1.03M +18,952 +69%
WFG
389
Wills Financial Group
Virginia
$2.5M -$2.55K -47 -0.1%
MCM
390
Monument Capital Management
Virginia
$2.49M -$48.5K -895 -2%
LIA
391
LS Investment Advisors
Michigan
$2.47M -$299K -5,519 -11%
SWP
392
Stratos Wealth Partners
Ohio
$2.45M +$125K +2,313 +5%
NC
393
NewSquare Capital
Pennsylvania
$2.45M +$182K +3,360 +8%
CNBT
394
Canandaigua National Bank & Trust
New York
$2.43M -$50.8K -938 -2%
WSTAM
395
Wilbanks Smith & Thomas Asset Management
Virginia
$2.43M +$146K +2,700 +6%
WorldQuant Millennium Advisors
396
WorldQuant Millennium Advisors
New York
$2.42M -$290K -5,364 -11%
LSERS
397
Louisiana State Employees Retirement System
Louisiana
$2.42M -$282K -5,200 -10%
BOH
398
Bank of Hawaii
Hawaii
$2.4M -$40.5K -748 -2%
CWM
399
Chronos Wealth Management
Florida
$2.4M +$272K +5,026 +13%
Connor, Clark & Lunn Investment Management (CC&L)
400
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.39M +$2.39M +44,075 New
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