SO icon

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 %
OBGC
951
O'Brien Greene & Co
Pennsylvania
$354K – – –
PA
952
Parallel Advisors
California
$354K +$23.7K +438 +7%
PWPS
953
Pinnacle Wealth Planning Services
Ohio
$350K +$69K +1,277 +25%
DJSG
954
D.J. St. Germain
Massachusetts
$348K -$69.1K -1,278 -17%
Koshinski Asset Management
955
Koshinski Asset Management
Illinois
$348K +$127K +2,343 +57%
YIA
956
YHB Investment Advisors
Connecticut
$345K – – –
WJWM
957
Williams Jones Wealth Management
New York
$344K – – –
OIA
958
OneDigital Investment Advisors
Kansas
$342K -$45.1K -833 -12%
BCA
959
Bay Colony Advisors
Massachusetts
$341K +$71.6K +1,323 +27%
BAC
960
Boys Arnold & Co
North Carolina
$340K -$25.1K -464 -7%
HIMC
961
Heritage Investors Management Corp
Maryland
$340K -$12.7K -235 -4%
VWA
962
V Wealth Advisors
Kansas
$339K +$142K +2,615 +72%
WTB
963
Washington Trust Bank
Washington
$338K -$310K -5,716 -48%
LDB
964
Lee, Danner & Bass
Tennessee
$336K -$542 -10 -0.2%
BFIM
965
Beese Fulmer Investment Management
Ohio
$336K – – –
PFO
966
Pathstone Family Office
New Jersey
$336K +$15.5K +286 +5%
VHAM
967
Van Hulzen Asset Management
California
$335K -$115K -2,115 -25%
GVAG
968
Great Valley Advisor Group
Delaware
$335K -$85.1K -1,573 -20%
PWM
969
Perigon Wealth Management
California
$334K +$334K +5,535 New
CM
970
Cornerstone Management
Georgia
$334K +$54 +1 +0%
AC
971
Allstate Corporation
Illinois
$333K -$22K -406 -6%
WP
972
WealthSource Partners
California
$332K +$37.1K +685 +13%
BCM
973
Bienville Capital Management
New York
$332K +$39.5K +730 +14%
SFM
974
Signet Financial Management
New Jersey
$332K +$332K +5,976 New
TWA
975
TCI Wealth Advisors
Arizona
$329K +$66K +1,220 +25%
37 38
39
40 41