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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 %
MFW
976
Mosaic Family Wealth
Missouri
$327K +$9.7K +179 +3%
BFIM
977
Beese Fulmer Investment Management
Ohio
$326K – – –
GC
978
Gratus Capital
Georgia
$326K +$325 +6 +0.1%
SC
979
Schulhoff & Co
Ohio
$325K – – –
KFC
980
Klingenstein Fields & Co
New York
$324K – – –
CFG
981
Cooper Financial Group
California
$322K +$80.8K +1,492 +34%
PAG
982
Pinnacle Advisory Group
Maryland
$321K -$24.9K -459 -7%
BMO
983
Beck Mack & Oliver
New York
$320K – – –
AC
984
Allstate Corporation
Illinois
$318K -$405K -7,480 -56%
IP
985
Isthmus Partners
Wisconsin
$318K – – –
IBOK
986
Independence Bank of Kentucky
Kentucky
$318K +$45.7K +844 +17%
SAM
987
Secure Asset Management
Michigan
$316K -$145K -2,664 -31%
DJSG
988
D.J. St. Germain
Massachusetts
$314K -$4.17K -77 -1%
HDIM
989
Hanson & Doremus Investment Management
Vermont
$313K -$13.6K -250 -4%
FMW
990
Farr Miller & Washington
District of Columbia
$310K – – –
DLHL
991
Donald L. Hagan LLC
Florida
$308K +$54 +1 +0%
FC
992
Fusion Capital
South Carolina
$305K -$9.11K -168 -3%
T
993
TRUADVICE
Florida
$303K +$303K +5,237 New
PFM
994
Parsec Financial Management
North Carolina
$301K -$28.3K -521 -9%
WTB
995
Washington Trust Bank
Washington
$301K – – –
CICI
996
Capital Investment Counsel Inc
North Carolina
$300K -$5.43K -100 -2%
JHCP
997
Jackson Hole Capital Partners
Oklahoma
$299K +$42.1K +776 +16%
ICA
998
Infrastructure Capital Advisors
New York
$298K +$298K +5,500 New
DPI
999
Diversified Portfolios Inc
Michigan
$295K -$59.1K -1,088 -17%
GJIC
1000
Gamble Jones Investment Counsel
California
$295K – – –
38 39
40
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