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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 %
NA
451
NewEdge Advisors
Louisiana
$1.82M -$1.78M -32,897 -50%
MCM
452
McRae Capital Management
New Jersey
$1.8M +$1.11M +20,500 +161%
ECM
453
Everence Capital Management
Indiana
$1.8M – – –
AFS
454
Access Financial Services
Minnesota
$1.79M -$49.8K -919 -3%
ZB
455
Zions Bancorporation
Utah
$1.79M -$109K -2,012 -6%
NHC
456
Nicholas Hoffman & Company
Georgia
$1.78M -$87.7K -1,618 -5%
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$1.76M -$16K -295 -0.9%
HT
458
HAP Trading
New York
$1.75M +$1.75M +32,327 New
HCM
459
Hengehold Capital Management
Ohio
$1.75M +$160K +2,946 +10%
DE
460
Day & Ennis
Georgia
$1.73M +$9.06K +167 +0.5%
GWM
461
Geneos Wealth Management
Colorado
$1.72M +$27.5K +512 +2%
OC
462
Oakworth Capital
Alabama
$1.71M – – –
SBIA
463
Sheaff Brock Investment Advisors
Indiana
$1.69M -$118K -2,178 -7%
SFA
464
Stewardship Financial Advisors
Georgia
$1.68M -$3.63K -67 -0.2%
NB
465
NBT Bank
New York
$1.66M -$5.42K -100 -0.3%
KCPG
466
Kavar Capital Partners Group
Kansas
$1.64M -$24.4K -450 -1%
VFM
467
Viking Fund Management
North Dakota
$1.63M – – –
RIL
468
Rothschild Investment LLC
Illinois
$1.62M +$533K +9,825 +49%
MCM
469
Mainstay Capital Management
Michigan
$1.61M -$138K -2,553 -8%
JSL
470
JT Stratford LLC
Georgia
$1.61M -$235K -4,341 -13%
CF
471
Centaurus Financial
California
$1.61M -$1.35M -24,935 -46%
FBT
472
First Bank & Trust
South Dakota
$1.6M -$25.2K -465 -2%
HC
473
HNP Capital
New York
$1.59M +$225K +3,746 +16%
WPC
474
Waters Parkerson & Co
Louisiana
$1.59M -$47.3K -872 -3%
TMAM
475
Tokio Marine Asset Management
Japan
$1.58M -$3.25K -60 -0.2%
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