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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 %
LIA
476
LS Investment Advisors
Michigan
$1.56M +$71.6K +1,321 +5%
FVWA
477
Foster Victor Wealth Advisors
South Carolina
$1.54M +$181K +3,336 +13%
CIC
478
Cornercap Investment Counsel
Georgia
$1.53M +$106K +1,961 +7%
DIA
479
Dean Investment Associates
Ohio
$1.53M -$20.6K -379 -1%
TBNY
480
Trustco Bank (New York)
New York
$1.52M +$16.3K +300 +1%
KRSITF
481
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.5M +$92.6K +1,708 +7%
JCM
482
Jacobi Capital Management
Pennsylvania
$1.5M -$18.5K -318 -1%
CAM
483
Cozad Asset Management
Illinois
$1.49M -$60.4K -1,114 -4%
CNBTD
484
Citizens National Bank Trust Department
Mississippi
$1.49M – – –
TA
485
TFG Advisers
Michigan
$1.49M -$2.6K -48 -0.2%
PFSC
486
Peoples Financial Services Corp
Pennsylvania
$1.49M -$21.4K -395 -1%
UBG
487
United Bank (Georgia)
Georgia
$1.47M -$50.4K -929 -3%
Nomura Holdings
488
Nomura Holdings
Japan
$1.47M -$3M -55,381 -67%
Holocene Advisors
489
Holocene Advisors
New York
$1.47M +$115K +2,115 +8%
HAG
490
HighPoint Advisor Group
Illinois
$1.46M -$135K -2,245 -8%
IA
491
IFP Advisors
Florida
$1.45M +$5.39K +100 +0.4%
FMBTD
492
First Midwest Bank Trust Division
Illinois
$1.44M +$19.1K +352 +1%
VRM
493
Vectors Research Management
New York
$1.44M +$191K +3,486 +15%
CWM
494
Calamos Wealth Management
Illinois
$1.44M +$616K +11,361 +75%
ACA
495
Aptus Capital Advisors
Alabama
$1.44M +$39K +720 +3%
IMRF
496
Illinois Municipal Retirement Fund
Illinois
$1.43M -$640K -11,807 -31%
MJRIC
497
Mogy Joel R Investment Counsel
California
$1.42M -$21.7K -400 -2%
JIC
498
Johnson Investment Counsel
Ohio
$1.41M -$49.7K -917 -3%
BA
499
Bennicas & Associates
California
$1.41M -$12.7K -234 -0.9%
TRCT
500
Tower Research Capital (TRC)
New York
$1.4M -$410K -7,559 -23%
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