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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 %
JWCA
826
J.W. Cole Advisors
Florida
$491K -$1.26M -23,319 -72%
BMC
827
Benin Management Corp
Connecticut
$491K – – –
CCM
828
Crossvault Capital Management
Texas
$491K – – –
MIP
829
Marietta Investment Partners
Wisconsin
$491K +$110K +2,030 +29%
WTFG
830
Wells Trecaso Financial Group
Ohio
$490K – – –
IB
831
Intrust Bank
Kansas
$490K +$8.23K +152 +2%
CCP
832
Corient Capital Partners
California
$489K +$43.6K +806 +10%
CK
833
Cohen Klingenstein
New York
$487K – – –
AHB
834
Abner Herrman & Brock
New Jersey
$486K +$1.03K +19 +0.2%
FHB
835
First Hawaiian Bank
Hawaii
$486K +$49.8K +919 +11%
GEA
836
Glen Eagle Advisors
New Jersey
$482K -$69K -1,275 -13%
ACM
837
Anfield Capital Management
California
$482K -$30.2K -558 -6%
WEC
838
Winslow Evans & Crocker
Massachusetts
$478K -$40.7K -750 -8%
AF
839
Aldebaran Financial
$478K – – –
PPSG
840
Princeton Portfolio Strategies Group
New Jersey
$471K – – –
BCWM
841
Bartlett & Co Wealth Management
Ohio
$470K +$3.47K +64 +0.7%
BC
842
Bartlett & Co
Ohio
$470K +$470K +8,682 New
CAAS
843
Capital Asset Advisory Services
Michigan
$469K -$73.5K -1,366 -14%
QCG
844
Quadrant Capital Group
Ohio
$469K +$177K +3,255 +61%
GP
845
Girard Partners
Pennsylvania
$469K +$193K +3,558 +70%
SMM
846
Stadion Money Management
Georgia
$467K -$54.3K -1,003 -10%
FI
847
FormulaFolio Investments
Michigan
$466K -$93.8K -1,733 -17%
HCMNY
848
Howard Capital Management (New York)
New York
$466K +$4.22K +78 +0.9%
VFA
849
Valeo Financial Advisors
Indiana
$465K -$51.1K -848 -10%
JWCA
850
J.W. Coons Advisors
Ohio
$465K +$465K +8,600 New
32 33
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