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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 %
SFG
876
Sunburst Financial Group
Alabama
$424K +$60.3K +1,115 +17%
RPG
877
Resource Planning Group
Georgia
$423K -$40.4K -745 -9%
WA
878
Wealth Alliance
New York
$423K +$423K +7,805 New
IEFM
879
IQ EQ Fund Management
Ireland
$421K – – –
CGL
880
Clarius Group LLC
Washington
$421K +$9.32K +172 +2%
Jones Financial Companies
881
Jones Financial Companies
Missouri
$420K -$188K -3,468 -31%
CA
882
Calton & Associates
Florida
$419K -$704 -13 -0.2%
BFA
883
Beaumont Financial Advisors
Massachusetts
$418K -$12.9K -239 -3%
JWS
884
Juncture Wealth Strategies
Arizona
$417K +$32.5K +600 +8%
CCA
885
Cobblestone Capital Advisors
New York
$415K +$1.62K +30 +0.4%
WWM
886
Western Wealth Management
Colorado
$414K -$7.53M -139,140 -95%
YMRC
887
Yorktown Management & Research Company
Virginia
$411K -$384K -7,100 -48%
ESB
888
Essex Savings Bank
Connecticut
$411K – – –
IFWM
889
Institute for Wealth Management
Colorado
$410K -$12.1K -223 -3%
WG
890
Watchman Group
Texas
$409K +$54 +1 +0%
TAIM
891
TD Ameritrade Investment Management
Nebraska
$408K -$43.9K -811 -10%
BST
892
Bath Savings Trust
Maine
$408K -$31.1K -575 -7%
AF
893
Allworth Financial
California
$406K -$86.3K -1,594 -18%
ISL
894
Ingalls & Snyder LLC
New York
$406K – – –
PJSIMP
895
P.J. Schmidt Investment Management (PJS)
Wisconsin
$405K -$8.13K -150 -2%
GWM
896
GSB Wealth Management
Connecticut
$405K – – –
IWC
897
Integrated Wealth Concepts
Massachusetts
$404K +$12.9K +239 +3%
SF
898
Symphony Financial
Texas
$404K +$404K +6,958 New
SL
899
Summitry LLC
California
$403K – – –
JLBC
900
J.L. Bainbridge & Co
Florida
$399K +$138K +2,555 +53%
34 35
36
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