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Southern Company
SO

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 %
QT
526
Quantbot Technologies
New York
$1.26M +$1.26M +23,236 New
LWANC
527
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.25M -$2.71K -50 -0.2%
BCM
528
Brookmont Capital Management
Texas
$1.25M -$35.7K -660 -3%
LWAC
529
Laurel Wealth Advisors (California)
California
$1.24M -$194K -3,578 -13%
AMI
530
Amica Mutual Insurance
Rhode Island
$1.23M – – –
SFG
531
SevenBridge Financial Group
Pennsylvania
$1.22M -$16.4K -303 -1%
WS
532
Wedbush Securities
California
$1.22M -$108K -2,001 -8%
IC
533
Investment Counsel
Michigan
$1.22M – – –
BBHC
534
Brown Brothers Harriman & Co
New York
$1.22M -$220K -4,066 -15%
CA
535
CapWealth Advisors
Tennessee
$1.21M +$58.3K +1,076 +5%
CSM
536
CAMG Solamere Management
North Carolina
$1.21M +$1.21M +22,305 New
PSUF
537
People's United Financial
Connecticut
$1.21M +$109K +2,005 +10%
BMA
538
Brooks Moore & Associates
Tennessee
$1.2M +$64.1K +1,184 +6%
SW
539
SteelPeak Wealth
California
$1.2M -$650 -12 -0.1%
EWA
540
EP Wealth Advisors
California
$1.2M +$158K +2,913 +15%
TFS
541
TrustCore Financial Services
Tennessee
$1.19M +$18.4K +339 +2%
RCIM
542
Russell Clark Investment Management
United Kingdom
$1.19M – – –
CA
543
Cornerstone Advisors
North Carolina
$1.19M – – –
DAS
544
Dynamic Advisor Solutions
Arizona
$1.15M -$83.5K -1,542 -7%
PFT
545
Providence First Trust
Arizona
$1.15M – – –
SM
546
Sciencast Management
New Jersey
$1.15M +$1.15M +22,006 New
IIM
547
Ipswich Investment Management
Massachusetts
$1.15M -$17.9K -330 -2%
FVWA
548
Foster Victor Wealth Advisors
South Carolina
$1.15M +$48.8K +880 +4%
Cetera Investment Advisers
549
Cetera Investment Advisers
Illinois
$1.14M -$81.1K -1,499 -7%
SCM
550
Spreng Capital Management
Ohio
$1.14M -$13.5K -250 -1%
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