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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 %
VAG
851
VisionPoint Advisory Group
Texas
$448K -$185K -3,415 -29%
BUB
852
BBVA USA Bancshares
Texas
$447K -$921 -17 -0.2%
DSC
853
Duncker Streett & Co
Missouri
$447K +$597 +11 +0.1%
MSA
854
Marino Stram & Associates
Massachusetts
$447K +$121K +2,237 +37%
CBN
855
Cadence Bank NA
Texas
$445K -$326 -6 -0.1%
SFG
856
SNS Financial Group
Minnesota
$443K +$4.5K +83 +1%
WIA
857
Wealthstreet Investment Advisors
Texas
$442K -$12.6K -233 -3%
PA
858
Probity Advisors
Texas
$441K – – –
FANJ
859
Financial Architects (New Jersey)
New Jersey
$440K +$59.8K +1,104 +16%
AIC
860
Archer Investment Corporation
Indiana
$440K +$397K +7,316 +925%
EW
861
Element Wealth
Mississippi
$439K +$40.4K +745 +10%
SA
862
Strategic Advisors
New York
$438K +$77.4K +1,355 +21%
BBNA
863
Bremer Bank National Association
Minnesota
$437K +$65.7K +1,210 +18%
SBWM
864
Sunflower Bank Wealth Management
Arizona
$435K -$10.3K -190 -2%
AHB
865
Abner Herrman & Brock
New Jersey
$434K -$29.5K -544 -6%
HPC
866
Hobart Private Capital
North Carolina
$433K -$386K -7,116 -47%
CCA
867
Cobblestone Capital Advisors
New York
$433K +$10.3K +190 +2%
BOS
868
Bank of Stockton
California
$433K +$433K +8,001 New
GEA
869
Glen Eagle Advisors
New Jersey
$430K -$54.2K -1,000 -11%
EGM
870
Engineers Gate Manager
New York
$428K -$2.84M -52,340 -87%
AT
871
Arden Trust
Delaware
$428K +$78.7K +1,453 +23%
VFA
872
Valeo Financial Advisors
Indiana
$427K -$18.4K -339 -4%
PAM
873
Peninsula Asset Management
Florida
$427K – – –
UF
874
Univest Financial
Pennsylvania
$425K +$33.5K +619 +9%
MSFP
875
Mark Sheptoff Financial Planning
Connecticut
$424K -$48.8K -900 -10%
33 34
35
36 37