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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 %
GIP
426
Greatmark Investment Partners
Georgia
$2.07M -$2.55K -47 -0.1%
SB
427
Simmons Bank
Arkansas
$2.07M +$104K +1,926 +5%
ACM
428
Argyle Capital Management
Pennsylvania
$2.06M -$43.4K -800 -2%
Skandinaviska Enskilda Banken (SEB)
429
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.06M -$9.14M -168,540 -82%
RIG
430
Roosevelt Investment Group
New York
$2.06M +$2.06M +38,004 New
Cetera Investment Advisers
431
Cetera Investment Advisers
Illinois
$2.04M +$730K +13,467 +56%
PA
432
Pinnacle Associates
New York
$2.01M -$22.8K -421 -1%
WIC
433
Woodmont Investment Counsel
Tennessee
$2M +$276K +5,098 +16%
V
434
Veritable
Delaware
$2M -$35.1K -648 -2%
GWMIA
435
Global Wealth Management Investment Advisory
Florida
$2M +$236K +4,347 +13%
SFS
436
Sowell Financial Services
Arkansas
$1.98M -$108K -1,985 -5%
AP
437
Advisor Partners
California
$1.97M -$143K -2,646 -7%
WAM
438
World Asset Management
Michigan
$1.93M -$19.4K -357 -1%
UAS
439
United Asset Strategies
New York
$1.92M +$1.92M +35,423 New
PRS
440
Pinkerton Retirement Specialists
Idaho
$1.9M -$93.5K -1,724 -5%
MBTD
441
Mechanics Bank - Trust Department
California
$1.9M -$42.8K -790 -2%
LF
442
Lantz Financial
Illinois
$1.87M +$42.5K +784 +2%
IRF
443
IBM Retirement Fund
New York
$1.86M +$523K +9,653 +39%
OFS
444
OneAscent Financial Services
Alabama
$1.86M +$546K +10,060 +41%
SC
445
SouthState Corp
Florida
$1.85M +$75.2K +1,387 +4%
CI
446
Cigna Investments
Connecticut
$1.85M -$3.69K -68 -0.2%
ACM
447
Azimuth Capital Management
Michigan
$1.83M -$30.6K -565 -2%
HKIM
448
Hayek Kallen Investment Management
Alabama
$1.83M +$23.9K +440 +1%
CFA
449
Carroll Financial Associates
North Carolina
$1.83M -$69.8K -1,288 -4%
DWM
450
Doyle Wealth Management
Florida
$1.83M +$285K +5,265 +19%
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