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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 %
FP
551
Fiduciary Planning
Florida
$1.13M +$1.13M +20,944 New
MGIM
552
M&G Investment Management
United Kingdom
$1.12M +$908K +16,807 +422%
SYBT
553
Stock Yards Bank & Trust
Kentucky
$1.12M -$2.17K -40 -0.2%
BA
554
Bristlecone Advisors
Washington
$1.12M -$267K -4,940 -19%
Lazard Asset Management
555
Lazard Asset Management
New York
$1.12M – – –
RDWM
556
Red Door Wealth Management
Tennessee
$1.12M +$3.74K +69 +0.3%
BRWA
557
B. Riley Wealth Advisors
Florida
$1.12M -$870K -16,035 -44%
PRS
558
Pinkerton Retirement Specialists
Idaho
$1.1M +$1.1M +20,329 New
SG
559
StoneX Group
New York
$1.1M -$16.3K -302 -1%
FT
560
Fiduciary Trust
Massachusetts
$1.09M +$53.1K +980 +5%
RIL
561
Rothschild Investment LLC
Illinois
$1.09M +$33.4K +617 +3%
KIA
562
KCM Investment Advisors
California
$1.09M +$99.6K +1,840 +10%
FC
563
Forte Capital
New York
$1.09M -$64.1K -1,184 -6%
OIA
564
Optimum Investment Advisors
Illinois
$1.09M -$238K -4,400 -18%
CG
565
Colony Group
Massachusetts
$1.09M -$148K -2,726 -12%
TG
566
TCW Group
California
$1.08M -$238K -4,401 -18%
ZB
567
Zions Bancorporation
Utah
$1.07M -$1.9K -35 -0.2%
ONST
568
Old North State Trust
North Carolina
$1.07M +$16.5K +305 +2%
BG
569
Bahl & Gaynor
Ohio
$1.05M +$20.7K +383 +2%
CCM
570
Cohen Capital Management
California
$1.03M – – –
MNBTD
571
Moody National Bank Trust Division
Texas
$1.03M +$10.6K +195 +1%
VI
572
Versor Investments
New York
$1.02M -$844K -15,600 -45%
Man Group
573
Man Group
United Kingdom
$1.02M -$27.3M -504,121 -96%
PTP
574
Platform Technology Partners
New York
$1.02M +$801K +14,791 +362%
PAM
575
Paradigm Asset Management
New York
$1.02M – – –
21 22
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