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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 %
CIC
776
Carnegie Investment Counsel
Ohio
$563K +$13.1K +241 +2%
RIA
777
Realta Investment Advisors
Delaware
$563K +$167K +3,077 +42%
AB
778
Atlas Brown
Kentucky
$562K +$27.8K +513 +5%
IWC
779
Integrated Wealth Concepts
Massachusetts
$562K +$121K +2,231 +27%
CCT
780
Country Club Trust
Missouri
$559K +$35K +645 +7%
BC
781
Burney Company
Virginia
$557K -$122K -2,247 -18%
CM
782
Cornerstone Management
Georgia
$551K +$217K +4,001 +65%
WAM
783
Wealthspire Advisors (Maryland)
Maryland
$547K +$26.2K +482 +5%
CPSAC
784
Chas P. Smith & Associates (CPS)
Florida
$546K +$21.4K +395 +4%
HSA
785
HBK Sorce Advisory
Pennsylvania
$543K -$12K -221 -2%
FA
786
FDx Advisors
Illinois
$541K -$71.6K -1,320 -12%
CCFCSB
787
Cape Cod Five Cents Savings Bank
Massachusetts
$539K -$27.2K -502 -5%
GCM
788
Gables Capital Management
Florida
$537K +$5.43K +100 +1%
CAAS
789
Capital Asset Advisory Services
Michigan
$536K +$6.23K +115 +1%
HIS
790
Horizon Investment Services
Indiana
$535K -$42.1K -776 -7%
KWM
791
Kingsview Wealth Management
Oregon
$534K -$36.2K -667 -6%
SJIM
792
St. Johns Investment Management
Florida
$534K +$6.02K +111 +1%
UCMOK
793
United Capital Management of KS
Kansas
$530K +$32.1K +592 +6%
RFA
794
Reilly Financial Advisors
California
$527K -$4.55K -84 -0.9%
WB
795
Webster Bank
Connecticut
$524K +$492K +9,064 +1,521%
JCIA
796
Jackson Creek Investment Advisors
Colorado
$522K +$522K +9,623 New
FNBOO
797
First National Bank of Omaha
Nebraska
$521K -$17.9K -330 -3%
ECM
798
Evergreen Capital Management
Washington
$518K +$2.01K +37 +0.4%
ONB
799
Old National Bancorp
Indiana
$514K -$48.8K -900 -9%
SP
800
Successful Portfolios
Florida
$514K -$813 -15 -0.2%
30 31
32
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