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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 %
PSUF
651
People's United Financial
Connecticut
$840K -$264K -4,863 -24%
CI
652
Conning Inc
Connecticut
$839K +$12.5K +230 +2%
AF
653
Arrow Financial
New York
$830K – – –
BFA
654
Benedict Financial Advisors
Georgia
$830K +$19.8K +365 +2%
CPA
655
Court Place Advisors
Maryland
$827K -$5.42K -100 -0.7%
BFO
656
Biltmore Family Office
North Carolina
$827K – – –
CCM
657
Cadence Capital Management
Massachusetts
$818K -$195K -3,587 -19%
UR
658
USCA RIA
Texas
$816K +$148K +2,723 +22%
PMG
659
ProVise Management Group
Florida
$812K +$596 +11 +0.1%
WI
660
WrapManager Inc
California
$807K -$47K -866 -6%
WS
661
Wedbush Securities
California
$805K -$301K -5,554 -27%
CIAS
662
Capital Investment Advisory Services
North Carolina
$802K +$98.6K +1,820 +14%
CFD
663
Creative Financial Designs
Indiana
$800K +$121K +2,232 +18%
WLIM
664
White Lighthouse Investment Management
Massachusetts
$793K – – –
AUB
665
Atlantic Union Bankshares
Virginia
$789K -$12K -221 -1%
FUBT
666
First United Bank & Trust
Maryland
$789K -$6.24K -115 -0.8%
EA
667
Ellsworth Advisors
Ohio
$788K -$271 -5 -0%
CCG
668
Chatham Capital Group
Georgia
$786K – – –
SFP
669
Shepherd Financial Partners
Massachusetts
$785K – – –
FMTC
670
Farmers & Merchants Trust Company
California
$783K -$27.1K -500 -3%
RA
671
Rational Advisors
New York
$779K -$252K -4,649 -24%
HFBOT
672
Home Federal Bank of Tennessee
Tennessee
$778K – – –
LIA
673
LBMC Investment Advisors
Tennessee
$777K +$121K +2,229 +18%
TAM
674
Tocqueville Asset Management
New York
$775K -$9.48K -175 -1%
JGUA
675
John G. Ullman & Associates
New York
$775K +$775K +14,300 New
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