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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 %
Members Trust
801
Members Trust
Florida
$513K +$9.76K +180 +2%
CWM
802
Confluence Wealth Management
Oregon
$512K -$2.04K -33 -0.4%
LW
803
Linscomb Wealth
Texas
$511K -$43.4K -801 -8%
FNBOSM
804
First National Bank of South Miami
Florida
$509K -$152K -2,799 -23%
CHA
805
Carmichael Hill & Associates
Maryland
$508K +$380 +7 +0.1%
SFA
806
Sequoia Financial Advisors
Ohio
$506K +$56.7K +1,045 +13%
FCM
807
Firestone Capital Management
Florida
$505K – – –
SP
808
Symmetry Partners
Connecticut
$503K +$503K +9,273 New
JWS
809
Juncture Wealth Strategies
Arizona
$499K +$43.4K +800 +10%
CIM
810
CIM Investment Management
Pennsylvania
$494K -$5.37K -99 -1%
BCWM
811
Bartlett & Co Wealth Management
Ohio
$493K +$24.6K +453 +5%
BC
812
Bartlett & Co
Ohio
$493K +$24.5K +453 +5%
BMC
813
Benin Management Corp
Connecticut
$492K – – –
CCM
814
Crossvault Capital Management
Texas
$492K – – –
CI Investments Inc
815
CI Investments Inc
Ontario, Canada
$492K +$29.3K +540 +6%
WTFG
816
Wells Trecaso Financial Group
Ohio
$491K – – –
MBT
817
Montecito Bank & Trust
California
$490K – – –
CK
818
Cohen Klingenstein
New York
$488K – – –
CCP
819
Corient Capital Partners
California
$486K +$35K +646 +8%
SFG
820
Sunburst Financial Group
Alabama
$484K +$21.7K +401 +5%
DS
821
DRW Securities
Illinois
$484K +$484K +8,919 New
BTW
822
Boston Trust Walden
Massachusetts
$483K -$9.71K -179 -2%
GVAG
823
Great Valley Advisor Group
Delaware
$483K +$118K +2,165 +32%
CAN
824
Claraphi Advisory Network
United States
$481K -$65K -1,199 -12%
LC
825
LCNB Corp
Ohio
$481K -$6.77K -125 -1%
31 32
33
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