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Southern Company
SO

Overview Fund Activity

1,364 hedge funds and large institutions have $31.9B invested in Southern Company in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 552 increasing their positions, 505 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
28.04%
Holding in Top 10
9
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-67.86%
% of All Funds
0.18%
New
107
Increased
552
Reduced
505
Closed
93
Calls
$239M
Puts
$129M
Net Calls
+$110M
Net Calls Change
+$22.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$262M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$144M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$121M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$66.1M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$375M
2
Renaissance Technologies
Renaissance Technologies
New York
-$371M
3
Invesco
Invesco
Georgia
-$153M
4
BlackRock
BlackRock
New York
-$103M
5
Norges Bank
Norges Bank
Norway
-$99M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
576
TCF National Bank
South Dakota
$1.06M +$112K +2,019 +12%
PSUF
577
People's United Financial
Connecticut
$1.06M -$98.7K -1,903 -9%
ACM
578
Allred Capital Management
Texas
$1.05M +$77.4K +1,494 +8%
MIAN
579
Mariner Independent Advisor Network
Kansas
$1.05M +$313K +5,932 +43%
RIL
580
Rothschild Investment LLC
Illinois
$1.04M – – –
FT
581
Fiduciary Trust
Massachusetts
$1.04M -$2.49K -48 -0.2%
HSA
582
Hussman Strategic Advisors
Maryland
$1.04M -$778K -15,000 -43%
BCM
583
Brookmont Capital Management
Texas
$1.03M -$158K -3,045 -13%
MNBTD
584
Moody National Bank Trust Division
Texas
$1.03M +$41.8K +805 +4%
SWM
585
SeaCrest Wealth Management
New York
$1.02M +$151K +2,904 +17%
ONST
586
Old North State Trust
North Carolina
$1.02M +$52 +1 +0%
CB
587
Community Bank
New York
$1.02M +$390K +7,534 +62%
LP
588
LMR Partners
United Kingdom
$1.02M +$434K +8,374 +75%
AAIM
589
Asset Advisors Investment Management
Georgia
$1.01M -$311K -6,000 -23%
EWA
590
EP Wealth Advisors
California
$1M -$146K -2,815 -13%
PT
591
Plimoth Trust
Massachusetts
$1M +$36.8K +710 +4%
RA
592
Rational Advisors
New York
$986K +$986K +19,010 New
CCM
593
Cohen Capital Management
California
$985K – – –
MS
594
Madden Securities
Texas
$985K +$985K +19,005 New
GBT
595
Grove Bank & Trust
Florida
$984K +$61K +1,176 +7%
SM
596
Sciencast Management
New Jersey
$983K -$196K -3,656 -17%
PTC
597
Private Trust Company
Ohio
$979K +$71.4K +1,353 +8%
SAA
598
Southeast Asset Advisors
Georgia
$973K +$93.6K +1,805 +11%
CCM
599
Cadence Capital Management
Massachusetts
$968K +$222K +4,276 +30%
IIM
600
Ipswich Investment Management
Massachusetts
$965K -$134K -2,575 -12%
22 23
24
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