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Southern Company
SO

Overview Fund Activity

1,364 hedge funds and large institutions have $31.9B invested in Southern Company in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 552 increasing their positions, 505 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
28.04%
Holding in Top 10
9
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-67.86%
% of All Funds
0.18%
New
107
Increased
552
Reduced
505
Closed
93
Calls
$239M
Puts
$129M
Net Calls
+$110M
Net Calls Change
+$22.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$262M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$144M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$121M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$66.1M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$375M
2
Renaissance Technologies
Renaissance Technologies
New York
-$371M
3
Invesco
Invesco
Georgia
-$153M
4
BlackRock
BlackRock
New York
-$103M
5
Norges Bank
Norges Bank
Norway
-$99M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
501
Virtu Financial
New York
$1.38M +$1.38M +26,633 New
MJRIC
502
Mogy Joel R Investment Counsel
California
$1.38M – – –
PNC
503
Park National Corp
Ohio
$1.37M -$389K -7,494 -22%
PCM
504
Parsons Capital Management
Rhode Island
$1.37M -$33.7K -650 -2%
TW
505
TrinityPoint Wealth
Connecticut
$1.37M +$67.1K +1,294 +5%
CIC
506
Cornercap Investment Counsel
Georgia
$1.36M -$1.67M -32,289 -55%
FMBTD
507
First Midwest Bank Trust Division
Illinois
$1.36M +$48.4K +934 +4%
BA
508
Bennicas & Associates
California
$1.36M -$7.78K -150 -0.6%
JWCA
509
J.W. Cole Advisors
Florida
$1.36M +$887K +17,106 +189%
TA
510
Tiedemann Advisors
New York
$1.36M -$5.7K -110 -0.4%
KRSITF
511
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.35M -$302K -5,819 -18%
DTL
512
Dynamic Technology Lab
Singapore
$1.34M +$1.34M +25,804 New
ACA
513
Aptus Capital Advisors
Alabama
$1.34M +$1.45K +28 +0.1%
ZIC
514
ZWJ Investment Counsel
Georgia
$1.32M -$81.6K -1,574 -6%
CPC
515
Consolidated Planning Corp
Georgia
$1.32M +$13.1K +253 +1%
CBA
516
Coastal Bridge Advisors
Connecticut
$1.32M +$6.64K +128 +0.5%
LS
517
Leelyn Smith
Illinois
$1.31M -$17K -328 -1%
HFM
518
Hartford Financial Management
Connecticut
$1.31M -$21K -405 -2%
TCM
519
Twin Capital Management
Pennsylvania
$1.3M -$12.3K -238 -0.9%
FVWA
520
Foster Victor Wealth Advisors
South Carolina
$1.3M +$231K +4,452 +22%
Holocene Advisors
521
Holocene Advisors
New York
$1.29M +$1.29M +24,906 New
NAM
522
NTV Asset Management
West Virginia
$1.29M – – –
SC
523
Stolper & Co
Oklahoma
$1.28M -$101K -1,946 -7%
IRF
524
IBM Retirement Fund
New York
$1.28M +$4.46K +86 +0.3%
EWM
525
Evercore Wealth Management
New York
$1.28M -$22.5K -433 -2%
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