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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 %
CI Investments Inc
876
CI Investments Inc
Ontario, Canada
$442K -$1.57M -30,255 -78%
SFG
877
Sunburst Financial Group
Alabama
$442K +$36K +696 +9%
SF
878
Symphony Financial
Texas
$441K +$80.1K +1,545 +22%
SAM
879
Secure Asset Management
Michigan
$440K +$234K +4,511 +114%
IB
880
Intrust Bank
Kansas
$438K -$31.6K -608 -7%
AWM
881
Altium Wealth Management
New York
$437K -$38.9K -750 -8%
JWS
882
Juncture Wealth Strategies
Arizona
$436K +$36.3K +700 +9%
WIA
883
Wealthstreet Investment Advisors
Texas
$434K -$51.1K -986 -11%
CCP
884
Corient Capital Partners
California
$432K -$36.5K -704 -8%
FHB
885
First Hawaiian Bank
Hawaii
$431K -$33.8K -652 -7%
CWM
886
Confluence Wealth Management
Oregon
$431K +$1.4K +27 +0.3%
BFA
887
Beaumont Financial Advisors
Massachusetts
$431K +$31.1K +600 +8%
SFA
888
Sequoia Financial Advisors
Ohio
$430K -$296K -5,703 -41%
BUB
889
BBVA USA Bancshares
Texas
$429K +$11.4K +220 +3%
MAG
890
Mayfair Advisory Group
Alabama
$428K – – –
QT
891
Quantamental Technologies
New York
$428K +$428K +8,251 New
DSC
892
Duncker Streett & Co
Missouri
$427K -$186K -3,590 -30%
CBN
893
Cadence Bank NA
Texas
$426K – – –
VFA
894
Valeo Financial Advisors
Indiana
$426K +$26K +502 +7%
SBWM
895
Sunflower Bank Wealth Management
Arizona
$426K +$426K +8,222 New
CGL
896
Clarius Group LLC
Washington
$425K +$22.2K +429 +6%
CG
897
Caprock Group
Idaho
$423K +$150K +2,888 +55%
PA
898
Probity Advisors
Texas
$422K – – –
IWC
899
Integrated Wealth Concepts
Massachusetts
$422K +$35.3K +681 +9%
DWA
900
Douglass Winthrop Advisors
New York
$421K +$60.4K +1,164 +17%
34 35
36
37 38