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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 %
WA
601
Waverly Advisors
Alabama
$962K +$19.8K +365 +2%
BAM
602
Belpointe Asset Management
Nevada
$955K -$393K -7,255 -29%
HWA
603
HHM Wealth Advisors
Tennessee
$954K -$89.4K -1,651 -9%
GLLW
604
Graves Light Lenhart Wealth
Virginia
$951K +$7.9K +146 +0.8%
VAG
605
VisionPoint Advisory Group
Texas
$948K -$2.39M -44,213 -72%
CPIA
606
Cornell Pochily Investment Advisors
New York
$948K +$16K +296 +2%
PCS
607
Personal CFO Solutions
New Jersey
$941K +$170K +3,133 +22%
BA
608
Bridgewater Associates
Connecticut
$940K +$940K +17,361 New
RC
609
RegentAtlantic Capital
New Jersey
$939K -$28.7K -530 -3%
WC
610
Woodstock Corp
Massachusetts
$938K – – –
TC
611
Toews Corporation
New Jersey
$937K +$937K +17,300 New
CS
612
Capital Square
Tennessee
$936K +$26.6K +491 +3%
AIP
613
Ameritas Investment Partners
Nebraska
$931K -$30.6K -566 -3%
PTC
614
Private Trust Company
Ohio
$930K +$52.7K +974 +6%
CPO
615
Cerity Partners OCIO
New York
$929K -$111K -2,049 -11%
BNP Paribas Asset Management
616
BNP Paribas Asset Management
France
$928K -$274K -5,060 -23%
TNB
617
TCF National Bank
South Dakota
$927K -$21.6K -400 -2%
MCWS
618
McKinley Carter Wealth Services
West Virginia
$926K +$91.9K +1,696 +11%
MCM
619
McMillion Capital Management
North Carolina
$923K -$96.9K -1,790 -10%
NSEDCP
620
NJ State Employees Deferred Compensation Plan
New Jersey
$920K – – –
SAA
621
Southeast Asset Advisors
Georgia
$918K -$22.6K -417 -2%
STA
622
Summit Trail Advisors
New York
$916K +$916K +16,912 New
GP
623
Greenline Partners
New York
$912K -$262K -4,836 -22%
SWM
624
SeaCrest Wealth Management
New York
$908K -$14.6K -269 -2%
IWM
625
IHT Wealth Management
Illinois
$901K +$163K +3,013 +22%
23 24
25
26 27