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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 %
ACM
576
Allred Capital Management
Texas
$1.02M -$18.7K -345 -2%
AL
577
AJO LP
Pennsylvania
$1.02M +$966K +17,865 +1,970%
3C
578
361 Capital
Colorado
$1.01M -$166K -3,066 -14%
PT
579
Plimoth Trust
Massachusetts
$1.01M +$28.4K +525 +3%
BPM
580
Bowling Portfolio Management
Ohio
$1M +$1M +18,546 New
PFS
581
Prospera Financial Services
Texas
$998K +$47.9K +885 +5%
WSC
582
Wellington Shields & Co
New York
$996K +$2.49K +46 +0.3%
SAM
583
SignalPoint Asset Management
Missouri
$982K +$14K +258 +1%
EFS
584
Essex Financial Services
Connecticut
$980K -$31.4K -580 -3%
SBA
585
Secrest Blakey & Associates
North Carolina
$980K -$19.6K -362 -2%
BO
586
Bank OZK
Arkansas
$980K -$15K -277 -2%
ACM
587
AlphaCrest Capital Management
New York
$977K +$241K +4,449 +33%
FNC
588
First National Corp
Massachusetts
$975K -$2.9K -33 -0.3%
RPSA
589
Richard P. Slaughter Associates
Texas
$975K +$28.7K +530 +3%
AF
590
Advisornet Financial
Minnesota
$975K +$70K +1,292 +8%
SSWM
591
Sheets Smith Wealth Management
North Carolina
$974K -$150K -2,774 -13%
FIM
592
Frontier Investment Management
Texas
$973K -$29.1K -538 -3%
LNWWM
593
Laird Norton Wetherby Wealth Management
California
$973K +$68.4K +1,263 +8%
DAM
594
Delta Asset Management
Tennessee
$971K -$24.1K -445 -2%
IMRF
595
Illinois Municipal Retirement Fund
Illinois
$970K -$1.09M -20,100 -53%
Rafferty Asset Management
596
Rafferty Asset Management
New York
$969K +$410K +7,572 +73%
SMC
597
Smith, Moore & Co
Missouri
$965K -$20.2K -374 -2%
GBT
598
Grove Bank & Trust
Florida
$964K -$48.2K -890 -5%
GAMC
599
Garner Asset Management Corp
Texas
$964K +$24.4K +450 +3%
BRWM
600
B. Riley Wealth Management
Tennessee
$963K +$631K +11,651 +190%
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