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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
$153M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.01B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$746M
5
Federated Hermes
Federated Hermes
Pennsylvania
$340M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$23.5M
3
Invesco
Invesco
Georgia
$162M
4
BlackRock
BlackRock
New York
$3.88B
5
Norges Bank
Norges Bank
Norway
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
751
USCA RIA
Texas
$639K +$639K +12,324 New
FAIM
752
Financial Advocates Investment Management
Washington
$635K +$290K +5,590 +84%
FNBOSM
753
First National Bank of South Miami
Florida
$632K -$94.2K -1,816 -13%
LIA
754
LBMC Investment Advisors
Tennessee
$628K -$59.8K -1,153 -9%
SAM
755
Silvercrest Asset Management
New York
$627K +$11.2K +215 +2%
RMC
756
Resources Management Corp
Connecticut
$623K +$7.05K +136 +1%
MWNA
757
Marshall Wace North America
New York
$623K +$623K +12,009 New
MCMT
758
Moon Capital Management (Tennessee)
Tennessee
$622K – – –
GG
759
Gofen & Glossberg
Illinois
$621K +$1.04K +20 +0.2%
Jones Financial Companies
760
Jones Financial Companies
Missouri
$620K +$218K +4,203 +54%
SS
761
Sunbelt Securities
Texas
$617K -$54.3K -1,047 -8%
FTC
762
Farmers Trust Company
Ohio
$616K -$10.1K -195 -2%
AA
763
Ancora Advisors
Ohio
$613K -$20K -386 -3%
LOAME
764
Lombard Odier Asset Management (Europe)
United Kingdom
$609K +$123K +2,371 +25%
RMA
765
Roffman Miller Associates
Pennsylvania
$608K +$608K +11,720 New
M
766
MOTCO
Texas
$607K – – –
WKWM
767
Walter & Keenan Wealth Management
Indiana
$603K +$603K +11,625 New
PWP
768
Principle Wealth Partners
Connecticut
$597K – – –
SBSB
769
Sullivan, Bruyette, Speros & Blaney
Virginia
$594K -$70.8K -1,367 -11%
BIM
770
Bridges Investment Management
Nebraska
$589K -$184K -3,550 -24%
CTA
771
Chesley Taft & Associates
Illinois
$586K +$24.9K +481 +4%
FA
772
FDx Advisors
Illinois
$586K +$240K +4,627 +69%
RGC
773
Roberts, Glore & Co
Illinois
$583K -$259 -5 -0%
CCA
774
Checchi Capital Advisers
California
$581K +$16K +309 +3%
MAM
775
Meeder Asset Management
Ohio
$574K -$2.55M -49,192 -82%
29 30
31
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