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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 %
PJSIMP
951
P.J. Schmidt Investment Management (PJS)
Wisconsin
$353K -$103K -1,711 -23%
SCM
952
Southport Capital Management
Tennessee
$353K -$35.4K -653 -9%
PA
953
Procyon Advisors
Connecticut
$352K +$29.6K +546 +9%
RPG
954
Resource Planning Group
Georgia
$351K -$34.3K -631 -9%
MIM
955
Moseley Investment Management
Florida
$350K +$5.26K +97 +2%
OBGC
956
O'Brien Greene & Co
Pennsylvania
$349K -$5.42K -100 -2%
PAMP
957
Polar Asset Management Partners
Ontario, Canada
$349K +$349K +6,432 New
PHK
958
Point72 Hong Kong
Hong Kong
$346K +$346K +6,378 New
TCA
959
Transcend Capital Advisors
New Jersey
$344K +$344K +6,350 New
TAIM
960
TD Ameritrade Investment Management
Nebraska
$342K -$20.2K -374 -6%
GT
961
Greenleaf Trust
Michigan
$341K +$2.44K +45 +0.7%
RM
962
Resource Management
Louisiana
$339K +$759 +14 +0.2%
YMRC
963
Yorktown Management & Research Company
Virginia
$336K +$10.8K +200 +3%
LDB
964
Lee, Danner & Bass
Tennessee
$334K +$1.14K +21 +0.3%
WANY
965
Wealthspire Advisors (New York)
New York
$333K -$44K -812 -12%
SFM
966
Signet Financial Management
New Jersey
$333K -$11.9K -200 -3%
TC
967
Telemus Capital
Michigan
$333K – – –
AFP
968
Ausdal Financial Partners
Iowa
$331K +$22.7K +418 +7%
SFWA
969
Summit Financial Wealth Advisors
Louisiana
$330K – – –
NFG
970
Nations Financial Group
Iowa
$330K +$19.3K +355 +6%
CTA
971
Colonial Trust Advisors
South Carolina
$330K +$24.5K +452 +8%
WCAMG
972
Woodard & Company Asset Management Group
North Carolina
$329K -$58.6K -1,082 -15%
HIMC
973
Heritage Investors Management Corp
Maryland
$329K -$10.8K -200 -3%
CCM
974
Covington Capital Management
California
$329K +$6.82K +126 +2%
VHAM
975
Van Hulzen Asset Management
California
$327K – – –
37 38
39
40 41