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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 %
BPA
876
Beacon Pointe Advisors
California
$423K -$124K -2,291 -23%
WAP
877
Wealthcare Advisory Partners
Pennsylvania
$422K +$195K +3,592 +86%
OIA
878
OneDigital Investment Advisors
Kansas
$421K +$80.2K +1,477 +24%
CA
879
Calton & Associates
Florida
$420K +$977 +18 +0.2%
NA
880
Navellier & Associates
Nevada
$418K -$126K -2,317 -23%
DWA
881
Douglass Winthrop Advisors
New York
$418K -$21.7K -400 -5%
ESB
882
Essex Savings Bank
Connecticut
$416K +$1.68K +31 +0.4%
LIM
883
Lathrop Investment Management
Arkansas
$415K – – –
VWA
884
V Wealth Advisors
Kansas
$414K -$168K -3,091 -29%
ST
885
Sabal Trust
Florida
$413K -$139K -2,561 -25%
TCOT
886
Trust Company of Toledo
Ohio
$412K -$380 -7 -0.1%
AIM
887
AIA Investment Management
Singapore
$412K +$293K +5,409 +246%
WWM
888
Western Wealth Management
Colorado
$411K +$1.52K +28 +0.4%
WT
889
Washington Trust
Rhode Island
$409K +$166K +3,066 +69%
ISL
890
Ingalls & Snyder LLC
New York
$407K – – –
GWM
891
GSB Wealth Management
Connecticut
$406K – – –
SL
892
Summitry LLC
California
$404K – – –
CWM
893
Connecticut Wealth Management
Connecticut
$404K +$404K +7,455 New
VIA
894
Vident Investment Advisory
Georgia
$403K +$36.4K +673 +10%
GRP
895
Global Retirement Partners
California
$402K -$4.44K -82 -1%
WG
896
Watchman Group
Texas
$402K +$2.82K +52 +0.7%
LI
897
LVZ Inc
Michigan
$401K +$55.4K +1,021 +16%
JLBC
898
J.L. Bainbridge & Co
Florida
$400K +$596 +11 +0.1%
AF
899
Aldebaran Financial
$399K -$80.3K -1,479 -17%
IC
900
Intersect Capital
California
$397K -$6.56K -121 -2%
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36
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