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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 %
BOH
401
Bank of Hawaii
Hawaii
$2.38M +$74.7K +1,377 +3%
VFA
402
Voya Financial Advisors
Connecticut
$2.35M -$163K -3,026 -6%
WSTAM
403
Wilbanks Smith & Thomas Asset Management
Virginia
$2.32M -$41.3K -762 -2%
MMHP
404
Murphy Middleton Hinkle & Parker
Georgia
$2.3M -$56.7K -1,045 -2%
WAOTB
405
Wealth Advisors of Tampa Bay
Florida
$2.3M +$132K +2,435 +6%
FLI
406
Family Legacy Inc
South Carolina
$2.24M – – –
FFIC
407
First Fiduciary Investment Counsel
Ohio
$2.23M -$183K -3,370 -8%
MMPW
408
Mitchell McLeod Pugh & Williams
Alabama
$2.22M +$5.59K +103 +0.3%
AIA
409
Armor Investment Advisors
North Carolina
$2.21M -$325 -6 -0%
SLI
410
Sumitomo Life Insurance
Japan
$2.21M -$115K -2,126 -5%
CAN
411
Cetera Advisor Networks
California
$2.2M -$388K -7,161 -15%
ECM
412
ETrade Capital Management
Virginia
$2.2M -$444K -8,187 -17%
MA
413
Montag & Associates
Georgia
$2.19M +$77.4K +1,428 +4%
BKA
414
Brick & Kyle Associates
Pennsylvania
$2.19M +$152K +2,799 +7%
SWM
415
Selective Wealth Management
Virginia
$2.17M +$217K +4,002 +11%
Mirae Asset Global Investments
416
Mirae Asset Global Investments
South Korea
$2.16M -$355K -6,541 -14%
BMA
417
Brooks Moore & Associates
Tennessee
$2.14M +$228K +4,200 +12%
ATC
418
Argent Trust Co
Tennessee
$2.13M -$3.63K -67 -0.2%
S
419
Seeyond
France
$2.13M +$287K +5,291 +16%
OTPPB
420
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.1M -$826K -15,229 -28%
DP
421
Dearborn Partners
Illinois
$2.1M +$62.8K +1,158 +3%
CFGS
422
Concourse Financial Group Securities
Alabama
$2.1M +$91.9K +1,694 +5%
BW
423
Bison Wealth
Georgia
$2.1M +$328K +6,059 +19%
ATFA
424
All Terrain Financial Advisors
Minnesota
$2.09M -$21.3K -392 -1%
PP
425
Paloma Partners
Connecticut
$2.07M -$3.87M -71,324 -65%
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