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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 %
VCM
1001
Violich Capital Management
California
$313K – – –
FC
1002
Fusion Capital
South Carolina
$313K +$313K +5,785 New
CA
1003
Commerzbank Aktiengesellschaft
Germany
$312K -$2.9M -53,661 -90%
GC
1004
Gilbert & Cook
Iowa
$312K +$4.18K +77 +1%
TCPWM
1005
Traverso Chambers Private Wealth Management
California
$312K +$14.1K +260 +5%
DWT
1006
Dorsey & Whitney Trust
South Dakota
$312K +$24.2K +448 +8%
CCG
1007
Cypress Capital Group
Florida
$312K +$41.7K +769 +15%
GRP
1008
Global Retirement Partners
California
$310K -$317K -5,864 -51%
SFWA
1009
Summit Financial Wealth Advisors
Louisiana
$310K – – –
GT
1010
Greenleaf Trust
Michigan
$309K -$1.08K -20 -0.3%
MFW
1011
Mosaic Family Wealth
Missouri
$308K -$13.3K -246 -4%
SA
1012
Strategic Advisors
New York
$307K -$36.9K -634 -11%
EM
1013
Excalibur Management
Massachusetts
$307K +$307K +5,675 New
CAM
1014
Congress Asset Management
Massachusetts
$306K -$76.1K -1,408 -20%
CTA
1015
Colonial Trust Advisors
South Carolina
$305K – – –
GT
1016
Glenview Trust
Kentucky
$304K – – –
ACM
1017
Advisors Capital Management
New Jersey
$302K -$14.4K -266 -5%
CC
1018
Centiva Capital
New York
$299K +$299K +5,530 New
FBT
1019
First Bankers Trust
Kentucky
$298K +$16.2K +300 +6%
NFG
1020
Nations Financial Group
Iowa
$298K +$21.3K +393 +8%
AF
1021
Arrow Financial
New York
$297K -$270 -5 -0.1%
AAM
1022
Ascension Asset Management
New York
$295K – – –
PA
1023
Procyon Advisors
Connecticut
$295K +$148K +2,733 +100%
TSW
1024
Thompson Siegel & Walmsley
Virginia
$294K – – –
GJIC
1025
Gamble Jones Investment Counsel
California
$294K – – –
39 40
41
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