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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 %
BWP
926
Baldwin Wealth Partners
Massachusetts
$374K – – –
GIM
927
Greylin Investment Management
Virginia
$373K -$97.4K -1,795 -21%
ANTB
928
AMG National Trust Bank
Colorado
$373K -$20K -370 -5%
KFP
929
Keystone Financial Planning
Ohio
$372K – – –
CA
930
Clearstead Advisors
Ohio
$372K +$255K +4,709 +219%
FWM
931
Frontier Wealth Management
Missouri
$370K +$109 +2 +0%
MIM
932
Marco Investment Management
Georgia
$369K – – –
MA
933
MUFG Americas
New York
$368K -$136K -2,518 -27%
BHWM
934
Bar Harbor Wealth Management
New Hampshire
$367K -$16.8K -310 -4%
AWM
935
Absher Wealth Management
North Carolina
$367K – – –
CAM
936
Congress Asset Management
Massachusetts
$367K +$59.7K +1,100 +19%
LBC
937
Lowe Brockenbrough & Co
Virginia
$365K -$5.43K -100 -1%
WJWM
938
Williams Jones Wealth Management
New York
$365K +$24.3K +448 +7%
VA
939
Valmark Advisers
Ohio
$364K -$13.8K -255 -4%
GI
940
Gradient Investments
Minnesota
$364K +$111K +2,056 +44%
SC
941
Sawyer & Company
Massachusetts
$363K – – –
TCPWM
942
Traverso Chambers Private Wealth Management
California
$363K +$21.7K +399 +6%
GC
943
Gilbert & Cook
Iowa
$363K +$25K +462 +7%
RCAG
944
Rehmann Capital Advisory Group
Michigan
$360K -$1.79K -33 -0.5%
KLCM
945
KG&L Capital Management
Louisiana
$359K +$359K +6,633 New
MMG
946
Monetary Management Group
Missouri
$358K – – –
FCB
947
First Command Bank
Texas
$357K +$13.7K +253 +4%
FCFS
948
First Command Financial Services
Texas
$357K +$13.7K +253 +4%
FNBTCON
949
First National Bank & Trust Co of Newtown
Pennsylvania
$356K -$13.5K -250 -4%
THWM
950
Taylor Hoffman Wealth Management
Virginia
$355K -$109K -2,000 -23%
36 37
38
39 40