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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 %
CPC
501
Consolidated Planning Corp
Georgia
$1.4M +$15.8K +291 +1%
Lido Advisors
502
Lido Advisors
California
$1.39M +$67.9K +1,253 +5%
PCM
503
Parsons Capital Management
Rhode Island
$1.39M -$36.6K -675 -3%
DCM
504
Dupont Capital Management
Delaware
$1.38M -$150K -2,768 -10%
CBA
505
Coastal Bridge Advisors
Connecticut
$1.38M +$7.64K +141 +0.6%
LS
506
Leelyn Smith
Illinois
$1.38M +$976 +18 +0.1%
NB
507
Northwest Bancshares
Pennsylvania
$1.37M +$85K +1,568 +7%
HFM
508
Hartford Financial Management
Connecticut
$1.37M – – –
JWBC
509
J.W. Burns & Co
New York
$1.36M -$139K -2,570 -9%
NP
510
NorthRock Partners
Minnesota
$1.35M -$270K -4,973 -17%
ZIC
511
ZWJ Investment Counsel
Georgia
$1.35M -$35.8K -660 -3%
NAM
512
NTV Asset Management
West Virginia
$1.35M -$2.71K -50 -0.2%
NNP
513
Nachman Norwood & Parrott
South Carolina
$1.34M +$7.38K +136 +0.6%
PA
514
PSI Advisors
Florida
$1.34M +$203K +3,750 +18%
EFS
515
Essex Financial Services
Connecticut
$1.33M +$336K +6,200 +34%
NI
516
Nepsis Inc
Minnesota
$1.32M +$196K +3,609 +17%
TCM
517
Twin Capital Management
Pennsylvania
$1.31M -$51.8K -955 -4%
DAS
518
Dynamic Advisor Solutions
Arizona
$1.29M -$166K -3,057 -11%
HIC
519
Holderness Investments Company
North Carolina
$1.29M -$176K -3,250 -12%
SSB
520
Sandy Spring Bank
Maryland
$1.28M +$38.8K +716 +3%
FC
521
Forte Capital
New York
$1.28M +$161K +2,969 +14%
CA
522
CapWealth Advisors
Tennessee
$1.27M +$60K +1,107 +5%
ONST
523
Old North State Trust
North Carolina
$1.26M +$196K +3,621 +18%
BBHC
524
Brown Brothers Harriman & Co
New York
$1.26M -$12.2K -225 -1%
CBOR
525
Community Bank of Raymore
Missouri
$1.25M +$13.6K +250 +1%
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