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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 %
CAM
701
Centre Asset Management
New York
$713K +$236K +4,350 +49%
ECG
702
Edge Capital Group
Georgia
$711K -$27.6K -510 -4%
FSA
703
Franklin Street Advisors
North Carolina
$710K -$32.1K -593 -4%
ATC
704
Adirondack Trust Company
New York
$709K -$8.67K -160 -1%
WB
705
West Bancorporation
Iowa
$709K – – –
MCA
706
Magnolia Capital Advisors
Mississippi
$702K +$1.57K +29 +0.2%
Rockefeller Capital Management
707
Rockefeller Capital Management
New York
$702K +$29.9K +552 +4%
SCA
708
Snowden Capital Advisors
New York
$701K +$5.37K +99 +0.8%
SFO
709
Stokes Family Office
Louisiana
$697K +$13.4K +247 +2%
RIM
710
Redwood Investment Management
Arizona
$696K +$156K +2,878 +29%
WF
711
Welch & Forbes
Massachusetts
$694K +$4.12K +76 +0.6%
WKWM
712
Walter & Keenan Wealth Management
Indiana
$693K +$62.9K +1,160 +10%
SA
713
SRH Advisors
Kansas
$690K -$54.2K -1,000 -7%
APP
714
Avantax Planning Partners
Iowa
$690K +$20.7K +381 +3%
AIS
715
AM Investment Strategies
Tennessee
$690K +$690K +12,725 New
FFN
716
Focus Financial Network
Minnesota
$688K +$2.55K +47 +0.4%
RMC
717
Resources Management Corp
Connecticut
$676K +$25K +461 +4%
RWP
718
RWA Wealth Partners
Massachusetts
$675K +$977 +18 +0.1%
SS
719
Sunbelt Securities
Texas
$672K +$27.2K +502 +4%
GG
720
Gofen & Glossberg
Illinois
$668K +$18.6K +342 +3%
RP
721
Rowlandmiller & Partners
Georgia
$668K -$4.06K -75 -0.6%
Bessemer Group
722
Bessemer Group
New Jersey
$667K -$13.5M -249,093 -95%
KPWS
723
Kestra Private Wealth Services
Texas
$665K +$665K +12,272 New
GP
724
Girard Partners
Pennsylvania
$661K +$117K +2,153 +21%
GIA
725
Gateway Investment Advisers
Ohio
$660K -$15.4K -285 -2%
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