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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
1
Capital Research Global Investors
California
$262M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$153M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.01B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$746M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$340M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$23.5M
3
Invesco
3
Invesco
Georgia
$162M
4
BlackRock
4
BlackRock
New York
$3.88B
5
Norges Bank
5
Norges Bank
Norway
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
926
Realta Investment Advisors
Delaware
$379K +$26K +502 +7%
IEFM
927
IQ EQ Fund Management
Ireland
$378K -$25K -481 -6%
GCP
928
GSA Capital Partners
United Kingdom
$377K +$377K +7,277 New
BST
929
Bath Savings Trust
Maine
$376K -$15.3K -295 -4%
ACP
930
Aviance Capital Partners
Florida
$376K +$363 +7 +0.1%
ANTB
931
AMG National Trust Bank
Colorado
$376K +$376K +7,255 New
UF
932
Univest Financial
Pennsylvania
$375K -$3.42K -66 -0.9%
MWM
933
Meridian Wealth Management
Kentucky
$372K -$4.3K -83 -1%
SCM
934
Southport Capital Management
Tennessee
$372K +$32K +617 +9%
APC
935
Aspire Private Capital
North Carolina
$372K +$130K +2,511 +54%
WCAMG
936
Woodard & Company Asset Management Group
North Carolina
$371K -$6.69K -129 -2%
BHBT
937
Burke & Herbert Bank & Trust
Virginia
$371K – – –
RPG
938
Resource Planning Group
Georgia
$368K -$36.8K -709 -9%
BHWM
939
Bar Harbor Wealth Management
New Hampshire
$367K -$162K -3,134 -31%
PSP
940
Principal Street Partners
Tennessee
$366K -$54.9K -1,061 -13%
FANJ
941
Financial Architects (New Jersey)
New Jersey
$364K -$435K -8,377 -54%
AWM
942
Altavista Wealth Management
North Carolina
$364K – – –
HS
943
Haafor (Singapore)
Singapore
$363K +$363K +6,996 New
VA
944
Valmark Advisers
Ohio
$362K +$129K +2,493 +56%
WANY
945
Wealthspire Advisors (New York)
New York
$361K -$489K -9,433 -58%
EH
946
Equitable Holdings
New York
$360K -$12.5K -242 -3%
BRWM
947
B. Riley Wealth Management
Tennessee
$359K -$564K -10,864 -61%
BWP
948
Baldwin Wealth Partners
Massachusetts
$358K – – –
MIC
949
Means Investment Company
Maine
$357K -$1.25K -23 -0.3%
MAA
950
Mraz Amerine & Associates
California
$357K – – –
36 37
38
39 40