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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 %
CCG
826
Cypress Capital Group
Florida
$500K +$201K +3,883 +67%
WAM
827
Wealthspire Advisors (Maryland)
Maryland
$498K -$25.3K -487 -5%
CCT
828
Country Club Trust
Missouri
$497K +$8.5K +165 +2%
ACM
829
Anfield Capital Management
California
$496K +$9.99K +183 +2%
FI
830
FormulaFolio Investments
Michigan
$495K +$48.9K +943 +11%
ECM
831
Evergreen Capital Management
Washington
$493K -$36.5K -705 -7%
SP
832
Successful Portfolios
Florida
$492K +$725 +14 +0.1%
Parallax Volatility Advisers
833
Parallax Volatility Advisers
California
$487K -$5.81M -112,066 -92%
NL
834
NWAM LLC
Washington
$486K +$3.94K +76 +0.8%
CHA
835
Carmichael Hill & Associates
Maryland
$485K +$311 +6 +0.1%
CT
836
Chicago Trust
Illinois
$485K +$12.9K +250 +3%
FCM
837
Firestone Capital Management
Florida
$483K -$184K -3,550 -28%
MA
838
MUFG Americas
New York
$483K +$38.7K +746 +9%
Members Trust
839
Members Trust
Florida
$481K +$481K +9,283 New
VAM
840
Verity Asset Management
North Carolina
$479K +$275K +5,305 +135%
UCMOK
841
United Capital Management of KS
Kansas
$477K -$8.88K -171 -2%
CIM
842
CIM Investment Management
Pennsylvania
$477K – – –
BTW
843
Boston Trust Walden
Massachusetts
$471K – – –
CCM
844
Crossvault Capital Management
Texas
$471K – – –
AO
845
Advisor OS
Illinois
$471K +$471K +9,079 New
BMC
846
Benin Management Corp
Connecticut
$470K – – –
WTFG
847
Wells Trecaso Financial Group
Ohio
$470K – – –
BBA
848
Braun-Bostich & Associates
Pennsylvania
$469K – – –
MBT
849
Montecito Bank & Trust
California
$468K +$119K +2,291 +34%
LC
850
LCNB Corp
Ohio
$467K -$24K -463 -5%
32 33
34
35 36