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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 %
MIM
976
Moseley Investment Management
Florida
$328K +$2.17K +40 +0.7%
PFM
977
Parsec Financial Management
North Carolina
$328K +$13.2K +244 +4%
RIG
978
Roosevelt Investment Group
New York
$327K -$78K -1,442 -19%
SIA
979
Soltis Investment Advisors
Utah
$327K +$47K +869 +17%
CICI
980
Capital Investment Counsel Inc
North Carolina
$326K – – –
MME
981
Meag Munich Ergo
Germany
$325K -$549K -10,138 -63%
TC
982
Telemus Capital
Michigan
$325K +$59.9K +1,050 +23%
KFC
983
Klingenstein Fields & Co
New York
$324K – – –
SC
984
Schulhoff & Co
Ohio
$324K – – –
EF
985
Empirical Finance
Pennsylvania
$324K +$119K +2,193 +58%
CCM
986
Covington Capital Management
California
$322K -$6.55K -121 -2%
HBT
987
Hills Bank & Trust
Iowa
$321K – – –
BWP
988
Bernardo Wealth Planning
Pennsylvania
$319K -$11.3K -208 -3%
BMO
989
Beck Mack & Oliver
New York
$319K – – –
EWM
990
EPG Wealth Management
Georgia
$319K +$65.5K +1,207 +26%
SIA
991
Strategic Investment Advisors
Michigan
$318K -$24.3K -448 -7%
IP
992
Isthmus Partners
Wisconsin
$318K -$14.7K -271 -4%
DLHL
993
Donald L. Hagan LLC
Florida
$318K – – –
MWM
994
MinichMacGregor Wealth Management
New York
$318K +$318K +5,688 New
DWM
995
Dakota Wealth Management
Florida
$317K +$113K +2,081 +55%
VFP
996
Verus Financial Partners
Virginia
$316K +$162 +3 +0.1%
CL
997
Choreo LLC
Illinois
$315K +$24.7K +455 +8%
Luther King Capital Management (LKCM)
998
Luther King Capital Management (LKCM)
Texas
$315K +$34.6K +638 +12%
CCB
999
Cutter & Co Brokerage
Missouri
$314K -$20K -370 -6%
MWM
1000
Mission Wealth Management
California
$314K +$3.57K +66 +1%
38 39
40
41 42