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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 %
RDWM
626
Red Door Wealth Management
Tennessee
$904K -$166K -3,203 -16%
WC
627
Woodstock Corp
Massachusetts
$902K +$3.68K +71 +0.4%
CS
628
Comerica Securities
Michigan
$902K +$147K +2,827 +19%
CS
629
Capital Square
Tennessee
$899K +$3.01K +58 +0.3%
TFS
630
TrustCore Financial Services
Tennessee
$895K -$248K -4,782 -22%
AIP
631
Ameritas Investment Partners
Nebraska
$887K -$5.5K -106 -0.6%
HWA
632
HHM Wealth Advisors
Tennessee
$882K -$31.4K -605 -3%
CPO
633
Cerity Partners OCIO
New York
$881K -$8.19K -158 -0.9%
NSEDCP
634
NJ State Employees Deferred Compensation Plan
New Jersey
$881K – – –
TYCC
635
Texas Yale Capital Corp
Florida
$879K +$36.5K +705 +4%
MCWS
636
McKinley Carter Wealth Services
West Virginia
$878K -$8.71K -168 -1%
WorldQuant Millennium Advisors
637
WorldQuant Millennium Advisors
New York
$873K -$1.44M -27,776 -62%
RIA
638
Regal Investment Advisors
Michigan
$860K +$860K +16,592 New
PP
639
Patten & Patten
Tennessee
$859K +$3.89K +75 +0.5%
ACS
640
Archford Capital Strategies
Illinois
$859K +$5.6K +108 +0.7%
PAMG
641
Patton Albertson Miller Group
Tennessee
$858K – – –
PCS
642
Personal CFO Solutions
New Jersey
$849K -$51.7K -998 -6%
ANRIA
643
American National Registered Investment Advisor
Texas
$849K – – –
BFC
644
Blue Fin Capital
Rhode Island
$844K +$11.4K +219 +1%
GAM
645
Griffin Asset Management
New York
$833K +$31.6K +609 +4%
TG
646
TCW Group
California
$830K -$203K -3,921 -20%
SEEDPG
647
S.E.E.D. Planning Group
New York
$830K +$52.2K +1,006 +7%
3C
648
361 Capital
Colorado
$824K -$145K -2,805 -15%
DCM
649
Davis Capital Management
Florida
$823K -$23.7K -458 -3%
BNP Paribas Asset Management
650
BNP Paribas Asset Management
France
$822K -$66.6K -1,285 -7%
24 25
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