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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 %
CK
851
Cohen Klingenstein
New York
$467K – – –
MAP
852
Milestone Advisory Partners
North Carolina
$464K +$464K +4,588 New
GEA
853
Glen Eagle Advisors
New Jersey
$463K +$1.3K +25 +0.3%
AFWM
854
AMJ Financial Wealth Management
Virginia
$461K -$2.12M -40,855 -82%
SCM
855
Shelton Capital Management
Colorado
$460K -$18.3K -352 -4%
HTC
856
Haverford Trust Company
Pennsylvania
$458K -$38.5K -742 -8%
AF
857
Aldebaran Financial
$458K – – –
CAM
858
Centre Asset Management
New York
$456K +$23.3K +450 +5%
MSFP
859
Mark Sheptoff Financial Planning
Connecticut
$452K -$64.8K -1,250 -13%
PPSG
860
Princeton Portfolio Strategies Group
New Jersey
$451K – – –
HCMNY
861
Howard Capital Management (New York)
New York
$451K +$4.77K +92 +1%
GIM
862
Greylin Investment Management
Virginia
$450K +$6.23K +120 +1%
ISWM
863
Independent Solutions Wealth Management
New York
$449K -$51.1K -986 -10%
BCWM
864
Bartlett & Co Wealth Management
Ohio
$448K -$1.82K -35 -0.4%
SC
865
Scotia Capital
Ontario, Canada
$448K -$93.3K -1,793 -17%
BC
866
Bartlett & Co
Ohio
$448K -$1.81K -35 -0.4%
SMM
867
Stadion Money Management
Georgia
$447K – – –
JWCA
868
J.W. Coons Advisors
Ohio
$446K – – –
CA
869
Claro Advisors
Massachusetts
$446K +$2.44K +47 +0.5%
ALAM
870
Asahi Life Asset Management
Japan
$445K -$88.2K -1,700 -17%
AHB
871
Abner Herrman & Brock
New Jersey
$444K -$22.3K -429 -5%
FHA
872
First Horizon Advisors
Tennessee
$444K +$13.3K +256 +3%
PCIA
873
Prime Capital Investment Advisors
Kansas
$444K +$175K +3,383 +65%
NSIM
874
North Star Investment Management
Illinois
$443K -$1.04K -20 -0.2%
THWM
875
Taylor Hoffman Wealth Management
Virginia
$443K +$104K +2,000 +31%
33 34
35
36 37