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Southern Company
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Overview Fund Activity

1,361 hedge funds and large institutions have $34.1B invested in Southern Company in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 483 increasing their positions, 601 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-81
Holders Change %
-5.62%
% of All Funds
30.06%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.62%
New
95
Increased
483
Reduced
601
Closed
156
Calls
$223M
Puts
$136M
Net Calls
+$87.5M
Net Calls Change
+$146M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$111M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$86.4M
3
Renaissance Technologies
Renaissance Technologies
New York
+$85.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$84.4M
5
PP
Prudential plc
United Kingdom
+$67.1M

Top Sellers

1
ZP
Zimmer Partners
New York
-$123M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
3
Goldman Sachs
Goldman Sachs
New York
-$89.2M
4
BlackRock
BlackRock
New York
-$78.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$73.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
501
SouthState Corp
Florida
$1.39M +$60.5K +1,118 +5%
LS
502
Leelyn Smith
Illinois
$1.39M +$144K +2,667 +12%
HFM
503
Hartford Financial Management
Connecticut
$1.39M +$953K +17,600 +220%
AAIM
504
Asset Advisors Investment Management
Georgia
$1.38M – – –
PA
505
PSI Advisors
Florida
$1.37M -$176K -3,244 -11%
TCM
506
Twin Capital Management
Pennsylvania
$1.37M -$4.87K -90 -0.4%
FMBTD
507
First Midwest Bank Trust Division
Illinois
$1.37M +$165K +3,054 +14%
CBA
508
Coastal Bridge Advisors
Connecticut
$1.37M +$6.01K +111 +0.4%
CPC
509
Consolidated Planning Corp
Georgia
$1.36M +$11.4K +210 +0.8%
PGFC
510
Peapack-Gladstone Financial Corp
New Jersey
$1.36M +$54.4K +1,005 +4%
EWM
511
Evercore Wealth Management
New York
$1.36M -$10.9K -202 -0.8%
TW
512
TrinityPoint Wealth
Connecticut
$1.36M +$68.9K +1,273 +5%
CBOR
513
Community Bank of Raymore
Missouri
$1.35M -$16.8K -310 -1%
NAM
514
NTV Asset Management
West Virginia
$1.35M +$54.7K +1,010 +4%
CFA
515
CWS Financial Advisors
Michigan
$1.34M – – –
AFG
516
Albion Financial Group
Utah
$1.34M +$1.34M +24,744 New
IRF
517
IBM Retirement Fund
New York
$1.33M +$503K +9,301 +61%
SSA
518
Schonfeld Strategic Advisors
New York
$1.33M +$1.33M +24,581 New
NNP
519
Nachman Norwood & Parrott
South Carolina
$1.33M -$145K -2,678 -10%
DWM
520
Doyle Wealth Management
Florida
$1.31M +$36.9K +681 +3%
SFA
521
Stewardship Financial Advisors
Georgia
$1.31M -$408K -7,538 -24%
CI
522
CX Institutional
Indiana
$1.3M +$1.28M +23,665 +5,946%
SAM
523
Strategy Asset Managers
California
$1.29M -$13.5K -250 -1%
AFS
524
Access Financial Services
Minnesota
$1.28M -$85.8K -1,584 -6%
CIC
525
Crawford Investment Counsel
Georgia
$1.26M -$302K -5,572 -19%
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