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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 %
CCT
526
Chemung Canal Trust
New York
$1.24M -$45.2K -834 -4%
BSW
527
Buckingham Strategic Wealth
Missouri
$1.24M +$43.1K +795 +4%
EWM
528
Evercore Wealth Management
New York
$1.24M -$97.2K -1,792 -7%
PGFC
529
Peapack-Gladstone Financial Corp
New Jersey
$1.24M -$73.9K -1,363 -6%
FP
530
Fiduciary Planning
Florida
$1.24M +$118K +2,184 +11%
RCA
531
Rowland Carmichael Advisors
Arizona
$1.23M +$227K +4,189 +23%
CFA
532
CWS Financial Advisors
Michigan
$1.22M -$110K -2,024 -8%
SB
533
Strategic Blueprint
Georgia
$1.22M +$495K +9,131 +68%
SC
534
Stolper & Co
Oklahoma
$1.22M -$124K -2,282 -9%
SM
535
Sciencast Management
New Jersey
$1.21M +$133K +2,263 +12%
BRWA
536
B. Riley Wealth Advisors
Florida
$1.21M +$83.3K +1,542 +7%
SAM
537
Strategy Asset Managers
California
$1.21M -$23.5K -433 -2%
PTP
538
Platform Technology Partners
New York
$1.2M +$488 +9 +0%
SFG
539
SevenBridge Financial Group
Pennsylvania
$1.2M -$27.1K -500 -2%
RCIM
540
Russell Clark Investment Management
United Kingdom
$1.19M – – –
CA
541
Cornerstone Advisors
North Carolina
$1.19M – – –
IC
542
Investment Counsel
Michigan
$1.18M -$37.9K -700 -3%
CIC
543
Crawford Investment Counsel
Georgia
$1.18M -$48.8K -900 -4%
HIM
544
HawsGoodwin Investment Management
Tennessee
$1.17M +$20.2K +372 +2%
CIP
545
Convergence Investment Partners
Florida
$1.17M -$113K -2,088 -9%
SGCA
546
Steel Grove Capital Advisors
Tennessee
$1.17M +$1.17M +21,559 New
SG
547
StoneX Group
New York
$1.17M -$12K -221 -1%
CSM
548
CAMG Solamere Management
North Carolina
$1.16M – – –
SSWM
549
Sheets Smith Wealth Management
North Carolina
$1.16M +$47.5K +875 +4%
MCIA
550
Mountain Capital Investment Advisors
Colorado
$1.16M +$1.16M +19,726 New
20 21
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