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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 %
ACS
626
Archford Capital Strategies
Illinois
$899K +$759 +14 +0.1%
PTC
627
Philadelphia Trust Company
Pennsylvania
$896K +$58.8K +1,085 +7%
MIAN
628
Mariner Independent Advisor Network
Kansas
$892K -$184K -3,403 -17%
MFG
629
Merit Financial Group
Georgia
$892K +$105K +1,940 +13%
ANRIA
630
American National Registered Investment Advisor
Texas
$888K – – –
AIP
631
Ameritas Investment Partners
Nebraska
$881K -$46.1K -851 -5%
AAIM
632
Asset Advisors Investment Management
Georgia
$871K -$190K -3,500 -18%
IWM
633
IHT Wealth Management
Illinois
$870K +$274K +5,048 +46%
TG
634
TCW Group
California
$868K – – –
FGA
635
Fortis Group Advisors
New Jersey
$868K +$868K +16,014 New
AWA
636
ARS Wealth Advisors
Florida
$859K +$11.9K +219 +1%
CSIC
637
Clifford Swan Investment Counsel
California
$857K – – –
TCOV
638
Trust Company of Vermont
Vermont
$854K +$50K +922 +6%
SFG
639
StrategIQ Financial Group
Indiana
$852K +$13K +240 +2%
HI
640
HBK Investments
Texas
$851K -$284K -5,243 -25%
BFC
641
Blue Fin Capital
Rhode Island
$851K -$31.1K -575 -4%
Lazard Asset Management
642
Lazard Asset Management
New York
$850K +$1.35K +25 +0.2%
APA
643
American Portfolios Advisors
New York
$849K -$7.43K -137 -0.9%
MCM
644
Murphy Capital Management
New Jersey
$849K +$23.3K +430 +3%
MA
645
Mutual Advisors
Nebraska
$848K +$250K +4,606 +42%
SIA
646
Soltis Investment Advisors
Utah
$848K +$259K +4,786 +44%
MCM
647
McMillion Capital Management
North Carolina
$846K +$976 +18 +0.1%
VCM
648
Virtue Capital Management
Tennessee
$841K -$379K -6,987 -31%
GSBTD
649
Glenview State Bank Trust Department
Illinois
$841K +$37.2K +685 +5%
SBH
650
Segall Bryant & Hamill
Illinois
$841K +$81K +1,492 +11%
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