SO icon

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 %
FHB
751
First Hawaiian Bank
Hawaii
$605K +$154K +2,851 +34%
AF
752
Advisornet Financial
Minnesota
$603K -$583K -10,746 -49%
WP
753
WealthSource Partners
California
$603K +$193K +3,555 +47%
SBSB
754
Sullivan, Bruyette, Speros & Blaney
Virginia
$601K -$20.9K -385 -3%
TLP
755
Trinity Legacy Partners
Texas
$598K -$2.54M -43,570 -81%
SW
756
SteelPeak Wealth
California
$596K -$196K -3,610 -25%
KFA
757
Kays Financial Advisory
Georgia
$596K +$2.22K +41 +0.4%
AA
758
Advisory Alpha
Michigan
$592K +$9.59K +166 +2%
GAM
759
Gotham Asset Management
New York
$589K -$4.36M -80,470 -88%
AW
760
ACG Wealth
Georgia
$589K +$44.7K +824 +8%
BIM
761
Bridges Investment Management
Nebraska
$583K -$32.7K -604 -5%
BIAS
762
Beacon Investment Advisory Services
New Jersey
$583K +$7.22K +133 +1%
PL
763
Perpetual Ltd
Australia
$579K – – –
CTA
764
Chesley Taft & Associates
Illinois
$578K -$35.6K -656 -6%
AMC
765
Asset Management Corp
Illinois
$575K +$597 +11 +0.1%
CCP
766
Clarkston Capital Partners
Michigan
$574K – – –
H
767
HoyleCohen
California
$574K +$48.3K +890 +9%
CCA
768
Checchi Capital Advisers
California
$573K -$34.6K -637 -6%
SLF
769
Sun Life Financial
Ontario, Canada
$573K +$22.2K +409 +4%
PP
770
Palladium Partners
Virginia
$572K -$4.83K -89 -0.8%
BFG
771
Beacon Financial Group
Texas
$572K +$16.3K +300 +3%
TFS
772
TrustCore Financial Services
Tennessee
$569K -$368K -6,780 -39%
GC
773
Grimes & Company
Massachusetts
$569K – – –
MWM
774
Marietta Wealth Management
Georgia
$568K – – –
CT
775
Chicago Trust
Illinois
$564K +$57K +1,052 +11%
29 30
31
32 33