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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 %
AWA
651
ARS Wealth Advisors
Florida
$838K -$40.4K -746 -5%
GAM
652
Griffin Asset Management
New York
$837K -$22K -406 -3%
BB
653
Busey Bank
Illinois
$835K -$78.1K -1,443 -9%
FANJ
654
Financial Architects (New Jersey)
New Jersey
$833K -$113K -2,086 -12%
MCM
655
Murphy Capital Management
New Jersey
$832K -$71.2K -1,315 -8%
PTC
656
Philadelphia Trust Company
Pennsylvania
$832K -$5.42K -100 -0.6%
CPA
657
Court Place Advisors
Maryland
$831K +$5.41K +100 +0.7%
SFG
658
StrategIQ Financial Group
Indiana
$828K +$920 +17 +0.1%
BFO
659
Biltmore Family Office
North Carolina
$826K +$13.5K +250 +2%
OMC
660
Old Mission Capital
Illinois
$813K +$813K +15,020 New
SEEDPG
661
S.E.E.D. Planning Group
New York
$812K -$193K -3,565 -19%
AUB
662
Atlantic Union Bankshares
Virginia
$812K – – –
CWM
663
Calamos Wealth Management
Illinois
$812K +$22.9K +424 +3%
BFA
664
Benedict Financial Advisors
Georgia
$808K -$17K -314 -2%
BIM
665
Bridges Investment Management
Nebraska
$807K -$288K -5,330 -26%
DIP
666
DT Investment Partners
Pennsylvania
$806K -$4.19M -77,464 -84%
FUBT
667
First United Bank & Trust
Maryland
$803K -$2.71K -50 -0.3%
SBH
668
Segall Bryant & Hamill
Illinois
$802K -$1.35K -25 -0.2%
GSBTD
669
Glenview State Bank Trust Department
Illinois
$802K – – –
CFG
670
Citizens Financial Group
Rhode Island
$796K -$36.9K -682 -4%
SFP
671
Shepherd Financial Partners
Massachusetts
$795K -$3.73K -69 -0.5%
MFG
672
Merit Financial Group
Georgia
$794K +$18.4K +339 +2%
WI
673
WBI Investments
New Jersey
$793K +$793K +14,644 New
CS
674
Comerica Securities
Michigan
$789K +$78.5K +1,451 +11%
LMAM
675
Legg Mason Asset Management
Japan
$784K +$74.8K +1,381 +11%
25 26
27
28 29