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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 %
CCG
676
Chatham Capital Group
Georgia
$783K -$5.41K -100 -0.7%
BCM
677
Brookstone Capital Management
Illinois
$782K -$3.11M -57,415 -80%
ISB
678
Iowa State Bank
Iowa
$781K -$98.8K -1,825 -11%
CCM
679
Cadence Capital Management
Massachusetts
$779K +$318K +5,878 +69%
QI
680
Qtron Investments
Massachusetts
$777K +$103K +1,900 +15%
HFBOT
681
Home Federal Bank of Tennessee
Tennessee
$776K – – –
RCA
682
Rowland Carmichael Advisors
Arizona
$773K -$115K -2,119 -13%
MSS
683
Mitchell Sinkler & Starr
Pennsylvania
$768K -$56.9K -1,050 -7%
PP
684
Paloma Partners
Connecticut
$767K -$164K -3,036 -18%
CIA
685
CSat Investment Advisory
Michigan
$766K +$42.7K +788 +6%
ECG
686
Edge Capital Group
Georgia
$763K +$24.1K +445 +3%
FNBOSM
687
First National Bank of South Miami
Florida
$758K -$31.4K -581 -4%
SFA
688
Sequoia Financial Advisors
Ohio
$757K +$353K +6,518 +87%
RB
689
Rodgers Brothers
Pennsylvania
$755K -$13.5K -250 -2%
GG
690
Gleason Group
Kentucky
$755K +$6.82K +126 +0.9%
BWM
691
BT Wealth Management
Georgia
$753K -$193K -3,562 -20%
MAFM
692
Mid Atlantic Financial Management
Pennsylvania
$749K +$27.6K +511 +4%
OFS
693
OneAscent Financial Services
Alabama
$745K +$52.7K +973 +8%
HH
694
Hilltop Holdings
Texas
$743K -$345K -6,367 -32%
SFO
695
Stokes Family Office
Louisiana
$740K +$6.66K +123 +0.9%
SIC
696
Salem Investment Counselors
North Carolina
$739K +$74.2K +1,371 +11%
MCA
697
Magnolia Capital Advisors
Mississippi
$730K -$290K -5,356 -28%
HPC
698
Hobart Private Capital
North Carolina
$726K -$181K -3,337 -20%
DT
699
Diversified Trust
Tennessee
$724K +$111K +2,047 +18%
AIM
700
Aigen Investment Management
New York
$722K +$722K +13,328 New
26 27
28
29 30