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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 %
GG
676
Gleason Group
Kentucky
$774K +$9.44K +174 +1%
USAA
677
United Services Automobile Association
Texas
$774K +$774K +14,274 New
TW
678
TrinityPoint Wealth
Connecticut
$773K -$654K -12,060 -46%
IIA
679
ICW Investment Advisors
Arizona
$771K +$23.5K +434 +3%
MG
680
Mather Group
Illinois
$770K +$62.2K +1,148 +9%
MSS
681
Mitchell Sinkler & Starr
Pennsylvania
$769K – – –
GLLW
682
Graves Light Lenhart Wealth
Virginia
$765K -$62.4K -1,150 -8%
CB
683
Cadence Bank
Mississippi
$761K +$9.87K +182 +1%
AC
684
Abbrea Capital
California
$760K -$35.2K -650 -4%
HPC
685
HM Payson & Co
Maine
$757K -$21.6K -398 -3%
FNBT
686
FineMark National Bank & Trust
Florida
$756K +$3.04K +56 +0.4%
GIM
687
Guardian Investment Management
California
$754K -$13.6K -250 -2%
BB
688
Busey Bank
Illinois
$752K -$2.71K -50 -0.4%
ACI
689
Alpha Cubed Investments
California
$746K -$29.8K -550 -4%
SIC
690
Salem Investment Counselors
North Carolina
$742K -$1.3K -24 -0.2%
IAIM
691
International Assets Investment Management
Florida
$740K +$69.6K +1,284 +10%
GLA
692
Good Life Advisors
Pennsylvania
$739K -$108K -1,997 -13%
SW
693
SVB Wealth
Massachusetts
$739K -$36.6K -675 -5%
CFG
694
Citizens Financial Group
Rhode Island
$737K -$36.4K -672 -5%
RB
695
Rodgers Brothers
Pennsylvania
$736K -$4.07K -75 -0.5%
Cerity Partners
696
Cerity Partners
New York
$736K +$736K +13,576 New
UBV
697
United Bank (Virginia)
Virginia
$735K – – –
FNC
698
First National Corp
Massachusetts
$731K -$4.64K -66 -0.6%
PAM
699
Paradigm Asset Management
New York
$727K -$125K -2,300 -15%
MAFM
700
Mid Atlantic Financial Management
Pennsylvania
$718K -$83.8K -1,345 -10%
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