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Southern Company
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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 %
DPI
976
Diversified Portfolios Inc
Michigan
$338K +$338K +6,522 New
TSS
977
Two Sigma Securities
New York
$337K +$337K +6,500 New
AT
978
Arden Trust
Delaware
$334K -$45.3K -875 -12%
PA
979
Parallel Advisors
California
$334K -$5.02K -97 -1%
SIA
980
Strategic Investment Advisors
Michigan
$333K +$28.3K +545 +9%
DIM
981
DC Investments Management
Virginia
$332K -$221K -4,256 -40%
LCM
982
Laurion Capital Management
New York
$332K +$332K +6,400 New
PAG
983
Pinnacle Advisory Group
Maryland
$331K -$12.5K -241 -4%
LI
984
LVZ Inc
Michigan
$330K -$33.8K -652 -9%
MIM
985
Moseley Investment Management
Florida
$330K +$15.5K +298 +5%
BA
986
Bridgewater Associates
Connecticut
$328K -$573K -11,038 -64%
FCB
987
First Command Bank
Texas
$328K -$27.2K -525 -8%
FCFS
988
First Command Financial Services
Texas
$328K -$27.2K -525 -8%
AIL
989
AGF Investments LLC
Ontario, Canada
$326K -$1.02M -19,598 -76%
WJWM
990
Williams Jones Wealth Management
New York
$326K -$3.63K -70 -1%
OIA
991
OneDigital Investment Advisors
Kansas
$326K -$2.13K -41 -0.6%
TCPWM
992
Traverso Chambers Private Wealth Management
California
$326K +$27.5K +531 +9%
HIMC
993
Heritage Investors Management Corp
Maryland
$325K – – –
RM
994
Resource Management
Louisiana
$323K -$36K -696 -10%
GC
995
Gilbert & Cook
Iowa
$323K +$25.1K +484 +8%
GT
996
Greenleaf Trust
Michigan
$323K +$27.3K +527 +9%
RPC
997
Rossmore Private Capital
Connecticut
$323K +$323K +6,230 New
CM
998
Cornerstone Management
Georgia
$320K +$104 +2 +0%
SFM
999
Signet Financial Management
New Jersey
$318K -$11K -200 -3%
LDB
1000
Lee, Danner & Bass
Tennessee
$318K -$3.16K -61 -1%
38 39
40
41 42