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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 %
TL
726
TrueWealth LLC
Georgia
$672K +$23.4K +451 +4%
MCA
727
Magnolia Capital Advisors
Mississippi
$670K -$29.7K -573 -4%
AWM
728
Aberdeen Wealth Management
Illinois
$670K +$12.3K +238 +2%
BBA
729
BLB&B Advisors
Pennsylvania
$669K – – –
MAFM
730
Mid Atlantic Financial Management
Pennsylvania
$667K -$50.3K -971 -7%
FHA
731
Flagship Harbor Advisors
Massachusetts
$667K +$260K +5,020 +64%
SCA
732
Snowden Capital Advisors
New York
$665K -$4.62K -89 -0.7%
CC
733
Cipher Capital
New York
$663K +$169K +3,256 +34%
MCM
734
McRae Capital Management
New Jersey
$662K – – –
KMWM
735
Keudell/Morrison Wealth Management
Oregon
$662K +$86.1K +1,661 +15%
Wolverine Trading
736
Wolverine Trading
Illinois
$659K -$838K -16,261 -56%
WF
737
Welch & Forbes
Massachusetts
$659K +$1.4K +27 +0.2%
FFN
738
Focus Financial Network
Minnesota
$655K +$110K +2,118 +20%
SFO
739
Stokes Family Office
Louisiana
$653K -$54.9K -1,059 -8%
BC
740
Burney Company
Virginia
$650K -$12.7K -245 -2%
CFD
741
Creative Financial Designs
Indiana
$650K -$9.91K -191 -2%
MERSOM
742
Municipal Employees' Retirement System of Michigan
Michigan
$649K -$1.54M -29,740 -70%
GIA
743
Gateway Investment Advisers
Ohio
$646K -$159K -3,064 -20%
KA
744
Kovack Advisors
Florida
$645K +$54.4K +1,049 +9%
RWP
745
RWA Wealth Partners
Massachusetts
$644K -$4.61K -89 -0.7%
Rockefeller Capital Management
746
Rockefeller Capital Management
New York
$644K +$114K +2,205 +22%
RP
747
Rowlandmiller & Partners
Georgia
$643K +$3.89K +75 +0.6%
VAG
748
VisionPoint Advisory Group
Texas
$641K -$320K -5,833 -33%
IAIM
749
International Assets Investment Management
Florida
$641K -$11.9K -230 -2%
APP
750
Avantax Planning Partners
Iowa
$640K -$363 -7 -0.1%
28 29
30
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