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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 %
SAM
726
Silvercrest Asset Management
New York
$655K – – –
AWM
727
Aberdeen Wealth Management
Illinois
$652K -$48.7K -898 -7%
PWSG
728
Pacific Wealth Strategies Group
California
$651K -$109K -2,003 -14%
KA
729
Kovack Advisors
Florida
$651K -$23K -425 -3%
M
730
MOTCO
Texas
$651K +$16.9K +311 +3%
MWM
731
Meridian Wealth Management
Kentucky
$648K +$259K +4,777 +66%
AA
732
Ancora Advisors
Ohio
$641K – – –
FDS
733
First Dallas Securities
Texas
$641K +$641K +11,821 New
LOAME
734
Lombard Odier Asset Management (Europe)
United Kingdom
$636K – – –
BBA
735
BLB&B Advisors
Pennsylvania
$635K -$64.8K -1,195 -9%
WA
736
Wealth Alliance
New York
$633K +$49.2K +907 +8%
IAN
737
Integrated Advisors Network
Texas
$633K +$278K +5,125 +78%
EH
738
Employers Holdings
Nevada
$631K -$151K -2,785 -19%
SFG
739
Summit Financial Group
West Virginia
$625K +$52.6K +970 +9%
IB
740
Intrust Bank
Kansas
$623K +$165K +3,050 +36%
WAS
741
Wealth Advisory Solutions
Indiana
$620K +$53.7K +991 +9%
CCG
742
Cypress Capital Group
Florida
$620K +$97K +1,788 +19%
ISB
743
Iowa State Bank
Iowa
$618K +$29K +535 +5%
PWP
744
Principle Wealth Partners
Connecticut
$617K -$7.05K -130 -1%
BCA
745
Bay Colony Advisors
Massachusetts
$617K +$84.8K +1,563 +16%
FTC
746
Farmers Trust Company
Ohio
$615K -$29.8K -550 -5%
RGC
747
Roberts, Glore & Co
Illinois
$615K +$5.42K +100 +0.9%
MAG
748
Mayfair Advisory Group
Alabama
$610K +$163K +3,000 +36%
FAIM
749
Financial Advocates Investment Management
Washington
$607K -$56K -1,034 -8%
DA
750
Detalus Advisors
Missouri
$606K +$40.6K +748 +7%
28 29
30
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