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Southern Company
SO

Overview Fund Activity

1,364 hedge funds and large institutions have $31.9B invested in Southern Company in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 552 increasing their positions, 505 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
28.04%
Holding in Top 10
9
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-67.86%
% of All Funds
0.18%
New
107
Increased
552
Reduced
505
Closed
93
Calls
$239M
Puts
$129M
Net Calls
+$110M
Net Calls Change
+$22.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$262M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$153M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.01B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$746M
5
Federated Hermes
Federated Hermes
Pennsylvania
$340M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$23.5M
3
Invesco
Invesco
Georgia
$162M
4
BlackRock
BlackRock
New York
$3.88B
5
Norges Bank
Norges Bank
Norway
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
401
Fulton Bank
Pennsylvania
$2.4M +$491K +9,468 +26%
WFG
402
Wills Financial Group
Virginia
$2.39M +$2.07K +40 +0.1%
LSERS
403
Louisiana State Employees Retirement System
Louisiana
$2.35M +$41.5K +800 +2%
SWP
404
Stratos Wealth Partners
Ohio
$2.33M -$18K -347 -0.8%
FFIC
405
First Fiduciary Investment Counsel
Ohio
$2.31M -$2.27M -43,822 -50%
MCM
406
Monument Capital Management
Virginia
$2.29M -$95.8K -1,848 -4%
WSTAM
407
Wilbanks Smith & Thomas Asset Management
Virginia
$2.26M -$60.9K -1,174 -3%
MMHP
408
Murphy Middleton Hinkle & Parker
Georgia
$2.26M +$75.2K +1,450 +3%
Mercer Global Advisors
409
Mercer Global Advisors
Colorado
$2.25M -$26.2K -506 -1%
PA
410
Profund Advisors
Maryland
$2.23M -$778K -15,002 -26%
SLI
411
Sumitomo Life Insurance
Japan
$2.22M -$182K -3,512 -8%
BOH
412
Bank of Hawaii
Hawaii
$2.21M -$93.9K -1,811 -4%
NC
413
NewSquare Capital
Pennsylvania
$2.21M -$136K -2,631 -6%
FG
414
Fiduciary Group
Georgia
$2.19M +$418K +8,067 +24%
TCM
415
Telos Capital Management
California
$2.18M +$331K +6,390 +18%
AAS
416
Avantax Advisory Services
Texas
$2.18M -$1.22M -23,477 -36%
FLI
417
Family Legacy Inc
South Carolina
$2.14M -$11.7K -225 -0.5%
MMPW
418
Mitchell McLeod Pugh & Williams
Alabama
$2.12M +$22.6K +435 +1%
AIA
419
Armor Investment Advisors
North Carolina
$2.12M +$74.4K +1,435 +4%
CWM
420
Cahaba Wealth Management
Georgia
$2.08M -$3.22M -58,202 -61%
MC
421
Maverick Capital
Texas
$2.08M +$2.08M +40,099 New
WAOTB
422
Wealth Advisors of Tampa Bay
Florida
$2.08M +$2.08M +40,019 New
ATC
423
Argent Trust Co
Tennessee
$2.04M +$283K +5,456 +16%
JIM
424
Jupiter Investment Management
United Kingdom
$2.03M +$2.03M +39,123 New
MA
425
Montag & Associates
Georgia
$2.02M +$34.1K +658 +2%
15 16
17
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