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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 %
ECA
601
Elevated Capital Advisors
Utah
$958K -$32.4K -505 -3%
EWA
602
EP Wealth Advisors
California
$956K -$93.6K -1,728 -9%
DAM
603
Delta Asset Management
Tennessee
$949K -$22.1K -407 -2%
PAMG
604
Patton Albertson Miller Group
Tennessee
$948K +$51.5K +950 +6%
RDWM
605
Red Door Wealth Management
Tennessee
$946K +$217 +4 +0%
WC
606
Woodstock Corp
Massachusetts
$943K – – –
OIA
607
Optimum Investment Advisors
Illinois
$938K -$38.2K -705 -4%
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$938K -$21.5K -397 -2%
SBA
609
Secrest Blakey & Associates
North Carolina
$937K -$55.9K -1,031 -6%
CS
610
Capital Square
Tennessee
$932K -$8.84K -163 -0.9%
AAF
611
Andra AP-fonden
Sweden
$927K -$2.84M -52,300 -75%
DT
612
Diversified Trust
Tennessee
$926K +$135K +2,497 +17%
CPO
613
Cerity Partners OCIO
New York
$923K +$1.14K +21 +0.1%
TYCC
614
Texas Yale Capital Corp
Florida
$923K +$3.79K +70 +0.4%
NSEDCP
615
NJ State Employees Deferred Compensation Plan
New Jersey
$922K – – –
HBT
616
Hills Bank & Trust
Iowa
$922K +$163K +3,000 +21%
ACM
617
Allred Capital Management
Texas
$921K -$180K -3,317 -16%
RC
618
RegentAtlantic Capital
New Jersey
$920K -$61.6K -1,135 -6%
HWA
619
HHM Wealth Advisors
Tennessee
$916K -$6.02K -111 -0.7%
GAM
620
Griffin Asset Management
New York
$915K +$44.2K +815 +5%
HH
621
Hilltop Holdings
Texas
$907K +$118K +2,169 +15%
MME
622
Meag Munich Ergo
Germany
$906K -$51.7K -953 -5%
BG
623
Bahl & Gaynor
Ohio
$904K -$43.4K -800 -5%
NFG
624
Next Financial Group
Texas
$904K +$61.1K +1,128 +7%
CS
625
Comerica Securities
Michigan
$903K -$40.4K -745 -4%
23 24
25
26 27