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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 %
GJIC
1001
Gamble Jones Investment Counsel
California
$295K – – –
CAM
1002
Cresset Asset Management
Illinois
$295K +$17.9K +330 +6%
PWP
1003
Personal Wealth Partners
Minnesota
$295K +$295K +5,440 New
BCM
1004
Bienville Capital Management
New York
$293K – – –
AAM
1005
Ascension Asset Management
New York
$293K +$293K +5,398 New
DWT
1006
Dorsey & Whitney Trust
South Dakota
$291K -$64.8K -1,197 -18%
ACM
1007
Advisors Capital Management
New Jersey
$291K -$13.6K -250 -4%
SPIA
1008
Strategic Point Investment Advisors
Rhode Island
$291K – – –
MOS
1009
MGO One Seven
Ohio
$290K +$29.8K +551 +11%
PIMG
1010
Patriot Investment Management Group
Tennessee
$289K -$6.77K -125 -2%
PIM
1011
Penobscot Investment Management
Massachusetts
$289K – – –
LDFR
1012
Lehman & Derafelo Financial Resources
Pennsylvania
$287K -$1.14K -21 -0.4%
IC
1013
Inscription Capital
Texas
$287K +$35.3K +650 +14%
NF
1014
Nikulski Financial
Iowa
$285K +$10.9K +200 +4%
CL
1015
Choreo LLC
Illinois
$283K +$19.4K +357 +7%
PWM
1016
Perigon Wealth Management
California
$279K +$4.77K +88 +2%
PWPS
1017
Pinnacle Wealth Planning Services
Ohio
$278K +$34K +628 +14%
AWM
1018
Aevitas Wealth Management
Massachusetts
$275K -$9.23K -170 -3%
NAM
1019
NorthCoast Asset Management
Connecticut
$275K +$2.11K +39 +0.8%
CBFP
1020
Cedar Brook Financial Partners
Ohio
$275K +$4.6K +85 +2%
CWM
1021
Cornerstone Wealth Management
Missouri
$274K -$8.57K -158 -3%
CC
1022
Chicago Capital
Illinois
$274K – – –
AOWM
1023
Alpha Omega Wealth Management
Virginia
$273K – – –
DWM
1024
Dakota Wealth Management
Florida
$272K -$34.7K -640 -11%
GWSG
1025
GPS Wealth Strategies Group
Colorado
$272K +$272K +5,018 New
39 40
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