SO icon

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 %
BCP
551
Berkeley Capital Partners
Georgia
$1.16M -$69.9K -1,290 -6%
LWANC
552
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.14M -$52.8K -973 -4%
LWAC
553
Laurel Wealth Advisors (California)
California
$1.14M -$37.7K -695 -3%
SC
554
Savant Capital
Illinois
$1.14M +$286K +5,271 +33%
PNC
555
Park National Corp
Ohio
$1.14M -$296K -5,459 -21%
SCM
556
Spreng Capital Management
Ohio
$1.13M -$2.71K -50 -0.2%
SYBT
557
Stock Yards Bank & Trust
Kentucky
$1.12M – – –
MS
558
Madden Securities
Texas
$1.12M +$85.2K +1,571 +8%
BCM
559
Brookmont Capital Management
Texas
$1.11M +$23.7K +438 +2%
EM
560
Excalibur Management
Massachusetts
$1.1M +$258K +4,751 +30%
CB
561
Community Bank
New York
$1.1M +$37.8K +697 +4%
VCA
562
Verdence Capital Advisors
Maryland
$1.1M -$72.2K -1,332 -6%
FT
563
Fiduciary Trust
Massachusetts
$1.09M -$2.22K -41 -0.2%
CAM
564
Columbia Asset Management
Michigan
$1.08M -$512K -9,442 -32%
HSA
565
Hussman Strategic Advisors
Maryland
$1.08M – – –
BA
566
Bristlecone Advisors
Washington
$1.08M -$77.7K -1,433 -7%
MNBTD
567
Moody National Bank Trust Division
Texas
$1.07M – – –
SMC
568
Smith, Moore & Co
Missouri
$1.07M +$70.3K +1,296 +7%
CA
569
Cullinan Associates
Kentucky
$1.07M +$108K +2,000 +11%
PP
570
Patten & Patten
Tennessee
$1.07M +$173K +3,186 +19%
PT
571
Plimoth Trust
Massachusetts
$1.06M +$16.2K +299 +2%
BO
572
Bank OZK
Arkansas
$1.05M +$88.7K +1,636 +9%
Capital Fund Management (CFM)
573
Capital Fund Management (CFM)
France
$1.05M -$4.83M -89,030 -82%
CG
574
Colony Group
Massachusetts
$1.05M -$219K -4,045 -17%
TU
575
TDAM USA
Ontario, Canada
$1.03M -$522K -9,635 -34%
21 22
23
24 25