SO icon

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 %
PWSG
701
Pacific Wealth Strategies Group
California
$726K +$234K +4,518 +48%
HBT
702
Hills Bank & Trust
Iowa
$726K +$419K +8,073 +136%
ATC
703
Adirondack Trust Company
New York
$724K – – –
BB
704
Busey Bank
Illinois
$721K -$78.2K -1,509 -10%
FNBT
705
FineMark National Bank & Trust
Florida
$720K +$83.7K +1,614 +13%
CB
706
Cadence Bank
Mississippi
$718K +$113K +2,183 +19%
IIA
707
ICW Investment Advisors
Arizona
$714K +$25.3K +488 +4%
SA
708
SRH Advisors
Kansas
$712K +$31.1K +600 +5%
SIC
709
Salem Investment Counselors
North Carolina
$711K +$2.65K +51 +0.4%
FSA
710
Franklin Street Advisors
North Carolina
$710K +$75.4K +1,454 +12%
Koshinski Asset Management
711
Koshinski Asset Management
Illinois
$710K +$377K +7,269 +113%
LMAM
712
Legg Mason Asset Management
Japan
$708K -$43.3K -834 -6%
RB
713
Rodgers Brothers
Pennsylvania
$707K -$15.5K -300 -2%
ECG
714
Edge Capital Group
Georgia
$706K -$24.2K -467 -3%
UBV
715
United Bank (Virginia)
Virginia
$703K +$93.3K +1,798 +15%
HI
716
Horizon Investments
North Carolina
$702K +$124K +2,392 +21%
CIA
717
CSat Investment Advisory
Michigan
$696K -$37.9K -731 -5%
SB
718
Strategic Blueprint
Georgia
$693K +$693K +13,374 New
AC
719
Allstate Corporation
Illinois
$692K +$373K +7,191 +117%
BAM
720
Blueshift Asset Management
New Jersey
$687K +$687K +13,258 New
BWM
721
BT Wealth Management
Georgia
$682K -$38.9K -750 -5%
WB
722
West Bancorporation
Iowa
$678K – – –
MG
723
Mather Group
Illinois
$677K +$677K +13,053 New
Verition Fund Management
724
Verition Fund Management
Connecticut
$676K +$397K +7,652 +142%
CIAS
725
Capital Investment Advisory Services
North Carolina
$673K +$11.7K +225 +2%
27 28
29
30 31