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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 %
SAA
576
Southeast Asset Advisors
Georgia
$1.03M +$15.2K +281 +1%
CCM
577
Cohen Capital Management
California
$1.03M – – –
Rafferty Asset Management
578
Rafferty Asset Management
New York
$1.03M -$466K -8,604 -31%
SWM
579
SeaCrest Wealth Management
New York
$1.03M -$41.9K -773 -4%
PTC
580
Private Trust Company
Ohio
$1.02M +$18.5K +341 +2%
IIM
581
Ipswich Investment Management
Massachusetts
$1.02M +$8.13K +150 +0.8%
KMWM
582
Keudell/Morrison Wealth Management
Oregon
$1.02M +$324K +5,977 +47%
TNB
583
TCF National Bank
South Dakota
$1.01M -$26.8K -494 -3%
GAMC
584
Garner Asset Management Corp
Texas
$1.01M +$54 +1 +0%
WSC
585
Wellington Shields & Co
New York
$1M +$3.2K +59 +0.3%
CM
586
Columbus Macro
Pennsylvania
$1M +$1M +18,517 New
WA
587
Waverly Advisors
Alabama
$998K +$4.25K +74 +0.4%
WorldQuant Millennium Advisors
588
WorldQuant Millennium Advisors
New York
$996K +$82.8K +1,526 +9%
KIA
589
KCM Investment Advisors
California
$992K +$27.7K +511 +3%
MCWS
590
McKinley Carter Wealth Services
West Virginia
$990K +$72.1K +1,329 +8%
ICM
591
Islay Capital Management
Texas
$988K -$167K -3,088 -14%
SAM
592
SignalPoint Asset Management
Missouri
$987K +$3.52K +65 +0.4%
GBT
593
Grove Bank & Trust
Florida
$984K -$44.9K -828 -4%
BAM
594
Belpointe Asset Management
Nevada
$981K -$1.9K -35 -0.2%
B
595
Bailard
California
$979K +$650 +12 +0.1%
RPSA
596
Richard P. Slaughter Associates
Texas
$978K -$28.4K -523 -3%
PAS
597
Park Avenue Securities
New York
$971K +$24.4K +450 +3%
SEEDPG
598
S.E.E.D. Planning Group
New York
$971K +$104K +1,919 +12%
CPIA
599
Cornell Pochily Investment Advisors
New York
$961K +$4.17K +77 +0.4%
ACM
600
AlphaCrest Capital Management
New York
$959K -$2.44M -45,097 -72%
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