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Southern Company
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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 %
SFG
901
SNS Financial Group
Minnesota
$419K +$2.02K +39 +0.5%
FMP
902
Financial Management Professionals
Texas
$419K +$2.64K +51 +0.6%
FCA
903
FinTrust Capital Advisors
South Carolina
$417K +$5.34K +103 +1%
PAM
904
Peninsula Asset Management
Florida
$409K -$95.2K -1,837 -19%
CCA
905
Cobblestone Capital Advisors
New York
$405K +$7.01K +135 +2%
CA
906
Calton & Associates
Florida
$400K -$622 -12 -0.2%
LIM
907
Lathrop Investment Management
Arkansas
$397K -$208K -4,000 -34%
WWM
908
Western Wealth Management
Colorado
$397K -$5.53K -105 -1%
ESB
909
Essex Savings Bank
Connecticut
$395K +$1.5K +29 +0.4%
TCOT
910
Trust Company of Toledo
Ohio
$394K +$51.2K +989 +15%
IFWM
911
Institute for Wealth Management
Colorado
$393K +$415 +8 +0.1%
PJSIMP
912
P.J. Schmidt Investment Management (PJS)
Wisconsin
$392K +$4.87K +94 +1%
WP
913
WealthSource Partners
California
$392K +$74K +1,428 +23%
ISL
914
Ingalls & Snyder LLC
New York
$389K – – –
GRP
915
Global Retirement Partners
California
$389K +$92K +1,775 +31%
GWM
916
GSB Wealth Management
Connecticut
$388K – – –
WAAG
917
Wealth Alliance Advisory Group
Kansas
$387K +$6.68K +129 +2%
SL
918
Summitry LLC
California
$386K – – –
IC
919
Intersect Capital
California
$386K +$6.54K +126 +2%
CT
920
Cambridge Trust
Massachusetts
$384K -$1.69K -31 -0.4%
WG
921
Watchman Group
Texas
$382K -$10.3K -198 -3%
JLBC
922
J.L. Bainbridge & Co
Florida
$382K +$518 +10 +0.1%
EW
923
Element Wealth
Mississippi
$381K -$33.2K -640 -8%
BCM
924
Bayesian Capital Management
New York
$381K +$381K +7,347 New
AIP
925
Ahrens Investment Partners
Louisiana
$380K +$4.52K +87 +1%
35 36
37
38 39