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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 %
ONB
801
Old National Bancorp
Indiana
$538K – – –
NL
802
NVWM LLC
Pennsylvania
$538K +$27K +520 +5%
HSA
803
HBK Sorce Advisory
Pennsylvania
$531K -$150K -2,894 -22%
LW
804
Linscomb Wealth
Texas
$530K +$11.1K +214 +2%
CAAS
805
Capital Asset Advisory Services
Michigan
$530K +$57.7K +1,064 +12%
ST
806
Sabal Trust
Florida
$528K -$17.4M -335,837 -97%
BFG
807
Beacon Financial Group
Texas
$528K -$34.6K -672 -6%
SLF
808
Sun Life Financial
Ontario, Canada
$527K +$5.75K +111 +1%
CIC
809
Carnegie Investment Counsel
Ohio
$526K -$132K -2,538 -20%
BPA
810
Beacon Pointe Advisors
California
$525K +$169K +3,253 +48%
VWM
811
Venturi Wealth Management
Texas
$525K +$525K +10,124 New
CAN
812
Claraphi Advisory Network
United States
$522K +$16.2K +312 +3%
AW
813
ACG Wealth
Georgia
$521K -$162K -3,120 -24%
GP
814
Girard Partners
Pennsylvania
$520K +$71.3K +1,377 +16%
NA
815
Navellier & Associates
Nevada
$520K +$520K +10,034 New
RIM
816
Redwood Investment Management
Arizona
$516K +$516K +9,952 New
FNBOO
817
First National Bank of Omaha
Nebraska
$515K +$10.4K +200 +2%
AB
818
Atlas Brown
Kentucky
$511K -$4.25K -82 -0.8%
BCA
819
Bay Colony Advisors
Massachusetts
$509K +$182K +3,507 +56%
RFA
820
Reilly Financial Advisors
California
$508K -$14.9K -287 -3%
GCM
821
Gables Capital Management
Florida
$508K +$27.2K +525 +6%
SJIM
822
St. Johns Investment Management
Florida
$505K -$3.84K -74 -0.8%
H
823
HoyleCohen
California
$502K -$13K -250 -3%
CPSAC
824
Chas P. Smith & Associates (CPS)
Florida
$501K -$97.4K -1,881 -16%
AF
825
Allworth Financial
California
$501K +$112K +2,154 +29%
31 32
33
34 35