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Southern Company
SO

Overview Fund Activity

1,361 hedge funds and large institutions have $34.1B invested in Southern Company in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 483 increasing their positions, 601 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-81
Holders Change %
-5.62%
% of All Funds
30.06%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.62%
New
95
Increased
483
Reduced
601
Closed
156
Calls
$223M
Puts
$136M
Net Calls
+$87.5M
Net Calls Change
+$146M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$111M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$86.4M
3
Renaissance Technologies
Renaissance Technologies
New York
+$85.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$84.4M
5
PP
Prudential plc
United Kingdom
+$67.1M

Top Sellers

1
ZP
Zimmer Partners
New York
-$123M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
3
Goldman Sachs
Goldman Sachs
New York
-$89.2M
4
BlackRock
BlackRock
New York
-$78.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$73.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
801
Claraphi Advisory Network
United States
$528K +$68.7K +1,269 +15%
FNBOO
802
First National Bank of Omaha
Nebraska
$527K -$75.8K -1,400 -13%
AWA
803
Acorn Wealth Advisors
Michigan
$527K +$31.6K +577 +6%
PAM
804
Peninsula Asset Management
Florida
$527K +$88.7K +1,637 +20%
ISWM
805
Independent Solutions Wealth Management
New York
$522K -$188K -3,472 -26%
HTC
806
Haverford Trust Company
Pennsylvania
$518K -$8.23K -152 -2%
RCAG
807
Rehmann Capital Advisory Group
Michigan
$518K +$518K +9,564 New
CC
808
Cipher Capital
New York
$516K -$303K -5,591 -37%
PWSG
809
Pacific Wealth Strategies Group
California
$514K +$312K +5,756 +154%
SP
810
Successful Portfolios
Florida
$513K -$17.5K -323 -3%
LC
811
LCNB Corp
Ohio
$512K +$34.2K +632 +7%
O
812
Ossiam
France
$511K -$2.99M -55,282 -85%
LOAME
813
Lombard Odier Asset Management (Europe)
United Kingdom
$507K -$102K -1,877 -17%
CIA
814
ClearBridge Investments (Australia)
Australia
$507K +$15.5K +286 +3%
UCMOK
815
United Capital Management of KS
Kansas
$507K +$18.8K +348 +4%
WIA
816
Wealthstreet Investment Advisors
Texas
$507K +$61.7K +1,139 +14%
CHA
817
Carmichael Hill & Associates
Maryland
$506K +$271 +5 +0.1%
SP
818
Symmetry Partners
Connecticut
$506K +$506K +9,352 New
GCM
819
Gables Capital Management
Florida
$501K +$171K +3,165 +52%
SCM
820
Shelton Capital Management
Colorado
$499K -$2.66M -49,200 -84%
CIM
821
CIM Investment Management
Pennsylvania
$498K +$18K +332 +4%
NFG
822
Next Financial Group
Texas
$497K -$243K -4,482 -33%
AWM
823
Altium Wealth Management
New York
$497K +$497K +9,184 New
CT
824
Chicago Trust
Illinois
$493K +$27K +500 +6%
BTW
825
Boston Trust Walden
Massachusetts
$492K -$54.2K -1,000 -10%
31 32
33
34 35