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Southern Company
SO

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 %
TCOV
676
Trust Company of Vermont
Vermont
$768K -$50.9K -983 -6%
GSBTD
677
Glenview State Bank Trust Department
Illinois
$768K – – –
AUB
678
Atlantic Union Bankshares
Virginia
$765K -$11.7K -225 -2%
AC
679
Abbrea Capital
California
$760K -$56K -1,080 -7%
FUBT
680
First United Bank & Trust
Maryland
$760K -$8.81K -170 -1%
RIM
681
Rampart Investment Management
Connecticut
$760K +$320K +6,177 +73%
WLIM
682
White Lighthouse Investment Management
Massachusetts
$758K +$207K +4,000 +38%
SW
683
SteelPeak Wealth
California
$757K -$393K -7,582 -34%
DT
684
Diversified Trust
Tennessee
$756K +$62K +1,195 +9%
HH
685
Hilltop Holdings
Texas
$754K +$43.6K +843 +6%
EA
686
Ellsworth Advisors
Ohio
$754K +$754K +14,546 New
MFG
687
Merit Financial Group
Georgia
$753K -$7.47K -144 -1%
CCG
688
Chatham Capital Group
Georgia
$752K +$1.66K +32 +0.2%
TAM
689
Tocqueville Asset Management
New York
$751K +$751K +14,475 New
SFP
690
Shepherd Financial Partners
Massachusetts
$750K -$12.5K -242 -2%
EH
691
Employers Holdings
Nevada
$748K +$58.6K +1,130 +9%
HPC
692
HM Payson & Co
Maine
$744K -$103K -1,988 -12%
HFBOT
693
Home Federal Bank of Tennessee
Tennessee
$744K – – –
SW
694
SVB Wealth
Massachusetts
$742K -$108K -2,087 -13%
ACI
695
Alpha Cubed Investments
California
$742K +$75.3K +1,451 +11%
CFG
696
Citizens Financial Group
Rhode Island
$740K -$22.7K -438 -3%
MSS
697
Mitchell Sinkler & Starr
Pennsylvania
$735K – – –
GIM
698
Guardian Investment Management
California
$734K +$734K +14,160 New
GG
699
Gleason Group
Kentucky
$731K +$7.83K +151 +1%
SBH
700
Segall Bryant & Hamill
Illinois
$726K -$42.9K -827 -6%
26 27
28
29 30