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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 %
FCFS
926
First Command Financial Services
Texas
$372K -$10.9K -200 -3%
FCB
927
First Command Bank
Texas
$372K -$10.9K -200 -3%
BPA
928
Beacon Pointe Advisors
California
$372K +$163K +2,986 +78%
KFP
929
Keystone Financial Planning
Ohio
$371K -$8.11K -150 -2%
RIA
930
Realta Investment Advisors
Delaware
$369K -$130K -2,392 -26%
FNBTCON
931
First National Bank & Trust Co of Newtown
Pennsylvania
$369K -$3.79K -70 -1%
FWM
932
Frontier Wealth Management
Missouri
$369K +$40.7K +751 +12%
MIM
933
Marco Investment Management
Georgia
$368K -$16.3K -301 -4%
HDIM
934
Hanson & Doremus Investment Management
Vermont
$366K – – –
MBT
935
Montecito Bank & Trust
California
$364K – – –
IC
936
IEQ Capital
California
$364K +$131K +2,414 +56%
SCA
937
Stokes Capital Advisors
South Carolina
$363K – – –
VLKIM
938
Van Lanschot Kempen Investment Management
Netherlands
$363K +$363K +6,713 New
BFM
939
Boston Financial Management
Massachusetts
$362K -$59.5K -1,100 -14%
SC
940
Sawyer & Company
Massachusetts
$362K -$8.66K -160 -2%
FA
941
FDx Advisors
Illinois
$361K -$151K -2,800 -30%
FAIM
942
Financial Advocates Investment Management
Washington
$360K -$271K -5,008 -43%
LBC
943
Lowe Brockenbrough & Co
Virginia
$359K -$5.42K -100 -1%
TCOT
944
Trust Company of Toledo
Ohio
$358K -$8.06K -149 -2%
PAG
945
Pinnacle Advisory Group
Maryland
$358K +$1.08K +20 +0.3%
MMG
946
Monetary Management Group
Missouri
$357K -$10.8K -200 -3%
PWLP
947
Prio Wealth Limited Partnership
Massachusetts
$356K -$27K -500 -7%
LJAC
948
L.J. Altfest & Co
New York
$356K +$433 +8 +0.1%
SCM
949
Southport Capital Management
Tennessee
$355K -$6.23K -115 -2%
THWM
950
Taylor Hoffman Wealth Management
Virginia
$354K -$108K -2,000 -23%
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