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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 %
GAMC
601
Garner Asset Management Corp
Texas
$963K +$39.5K +761 +4%
RPSA
602
Richard P. Slaughter Associates
Texas
$962K +$29.2K +563 +3%
RCA
603
Rowland Carmichael Advisors
Arizona
$959K +$218K +4,205 +29%
WSC
604
Wellington Shields & Co
New York
$957K +$2.75K +53 +0.3%
SMC
605
Smith, Moore & Co
Missouri
$957K +$32.7K +631 +4%
CCT
606
Capital City Trust
Florida
$953K +$953K +18,381 New
WA
607
Waverly Advisors
Alabama
$951K -$26.1K -474 -3%
SBA
608
Secrest Blakey & Associates
North Carolina
$950K +$11.3K +217 +1%
EFS
609
Essex Financial Services
Connecticut
$949K +$9.8K +189 +1%
FIM
610
Frontier Investment Management
Texas
$943K +$11.9K +230 +1%
BAM
611
Belpointe Asset Management
Nevada
$942K +$26.4K +508 +3%
SAM
612
SignalPoint Asset Management
Missouri
$940K +$104 +2 +0%
RC
613
RegentAtlantic Capital
New Jersey
$938K +$39.4K +761 +4%
B
614
Bailard
California
$936K +$936K +18,049 New
OIA
615
Optimum Investment Advisors
Illinois
$933K -$107K -2,070 -10%
DAM
616
Delta Asset Management
Tennessee
$928K -$2.07K -40 -0.2%
KIA
617
KCM Investment Advisors
California
$922K -$120K -2,320 -12%
BO
618
Bank OZK
Arkansas
$921K -$16.4K -316 -2%
CA
619
Cullinan Associates
Kentucky
$920K +$113K +2,180 +14%
LNWWM
620
Laird Norton Wetherby Wealth Management
California
$917K -$14.2K -275 -2%
MME
621
Meag Munich Ergo
Germany
$916K +$605K +11,667 +195%
CPIA
622
Cornell Pochily Investment Advisors
New York
$915K +$6.95K +134 +0.8%
BPM
623
Bowling Portfolio Management
Ohio
$913K -$48.5K -935 -5%
BG
624
Bahl & Gaynor
Ohio
$906K -$94.1K -1,815 -9%
PAS
625
Park Avenue Securities
New York
$906K +$906K +17,467 New
23 24
25
26 27