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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 %
MA
776
Mutual Advisors
Nebraska
$573K +$46K +886 +9%
IWM
777
IHT Wealth Management
Illinois
$570K -$294K -5,662 -34%
KFA
778
Kays Financial Advisory
Georgia
$568K -$11K -213 -2%
CWG
779
Cornerstone Wealth Group
North Carolina
$564K -$21.4K -413 -4%
ISB
780
Iowa State Bank
Iowa
$563K -$184K -3,555 -25%
SIA
781
Soltis Investment Advisors
Utah
$563K +$250K +4,819 +80%
WA
782
Wealth Alliance
New York
$558K +$154K +2,965 +38%
VWA
783
V Wealth Advisors
Kansas
$556K +$231K +4,460 +71%
PL
784
Perpetual Ltd
Australia
$554K +$554K +10,684 New
AA
785
Advisory Alpha
Michigan
$553K -$2.85K -52 -0.5%
PP
786
Palladium Partners
Virginia
$552K +$4.62K +89 +0.8%
HIS
787
Horizon Investment Services
Indiana
$552K +$17.8K +343 +3%
BIAS
788
Beacon Investment Advisory Services
New Jersey
$550K +$550K +10,614 New
CCP
789
Clarkston Capital Partners
Michigan
$549K – – –
AMC
790
Asset Management Corp
Illinois
$549K +$518 +10 +0.1%
SFG
791
Summit Financial Group
West Virginia
$547K -$4.72K -91 -0.9%
KWM
792
Kingsview Wealth Management
Oregon
$545K -$53.2K -1,026 -9%
GC
793
Grimes & Company
Massachusetts
$544K +$5.18K +100 +1%
MWM
794
Marietta Wealth Management
Georgia
$543K -$35.2K -679 -6%
FNC
795
First National Corp
Massachusetts
$542K -$34.1K -658 -6%
CCFCSB
796
Cape Cod Five Cents Savings Bank
Massachusetts
$542K -$29K -558 -5%
DA
797
Detalus Advisors
Missouri
$541K +$21.9K +422 +4%
1IA
798
1834 Investment Advisors
Wisconsin
$541K +$172K +3,319 +47%
WAS
799
Wealth Advisory Solutions
Indiana
$541K +$541K +10,452 New
TC
800
Truvestments Capital
Florida
$538K -$111K -2,150 -17%
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