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Southern Company
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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 %
ECA
651
Elevated Capital Advisors
Utah
$821K +$821K +15,437 New
APA
652
American Portfolios Advisors
New York
$819K -$32.7K -631 -4%
CSIC
653
Clifford Swan Investment Counsel
California
$819K – – –
SC
654
Savant Capital
Illinois
$818K -$1.97K -38 -0.2%
WI
655
WrapManager Inc
California
$816K +$170K +3,279 +26%
PAM
656
Paradigm Asset Management
New York
$814K -$163K -3,150 -17%
Lazard Asset Management
657
Lazard Asset Management
New York
$812K -$258K -4,981 -24%
AWA
658
ARS Wealth Advisors
Florida
$810K +$7.36K +142 +0.9%
EM
659
Excalibur Management
Massachusetts
$810K +$516K +9,939 +175%
GLA
660
Good Life Advisors
Pennsylvania
$809K -$9.73K -188 -1%
MCM
661
McMillion Capital Management
North Carolina
$808K -$75.7K -1,460 -9%
NFG
662
Next Financial Group
Texas
$806K +$330K +6,368 +69%
SFG
663
StrategIQ Financial Group
Indiana
$803K +$9.08K +175 +1%
PTC
664
Philadelphia Trust Company
Pennsylvania
$800K +$3.89K +75 +0.5%
CPA
665
Court Place Advisors
Maryland
$796K – – –
AF
666
Arrow Financial
New York
$793K +$508K +9,800 +178%
GLLW
667
Graves Light Lenhart Wealth
Virginia
$791K -$120K -2,318 -13%
CI
668
Conning Inc
Connecticut
$791K -$14.5K -280 -2%
BFO
669
Biltmore Family Office
North Carolina
$791K – – –
MCM
670
Murphy Capital Management
New Jersey
$790K -$6.89K -133 -0.9%
CWM
671
Calamos Wealth Management
Illinois
$785K +$6.85K +132 +0.9%
HPC
672
Hobart Private Capital
North Carolina
$783K +$88.6K +1,708 +13%
PMG
673
ProVise Management Group
Florida
$776K -$58.1K -1,122 -7%
BFA
674
Benedict Financial Advisors
Georgia
$775K +$778 +15 +0.1%
FMTC
675
Farmers & Merchants Trust Company
California
$774K -$54.4K -1,050 -7%
25 26
27
28 29