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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 %
IAN
1026
Integrated Advisors Network
Texas
$294K +$46.9K +865 +19%
HR
1027
Howe & Rusling
New York
$292K -$7.64K -141 -3%
Verition Fund Management
1028
Verition Fund Management
Connecticut
$291K -$3.36M -62,065 -92%
PIM
1029
Penobscot Investment Management
Massachusetts
$289K – – –
LDFR
1030
Lehman & Derafelo Financial Resources
Pennsylvania
$288K +$27.1K +500 +10%
AIC
1031
Ameritas Investment Company
Nebraska
$287K +$20.5K +380 +8%
OL
1032
Optas LLC
Texas
$285K -$24.3K -449 -8%
CWM
1033
Cornerstone Wealth Management
Missouri
$285K +$54 +1 +0%
CG
1034
Caprock Group
Idaho
$285K +$285K +5,263 New
EWF
1035
Epstein & White Financial
California
$284K -$102K -1,827 -26%
AOWM
1036
Alpha Omega Wealth Management
Virginia
$283K -$7.24K -134 -2%
NAS
1037
Nicolet Advisory Services
Wisconsin
$283K +$66.8K +1,235 +31%
AAMC
1038
Asset Allocation & Management Company
Illinois
$282K -$35.5K -657 -11%
AWM
1039
Aevitas Wealth Management
Massachusetts
$282K +$1.25K +23 +0.4%
CT
1040
Coastline Trust
Rhode Island
$281K -$19.8K -365 -7%
PCIA
1041
Prime Capital Investment Advisors
Kansas
$281K +$25.1K +463 +10%
ET
1042
Equitable Trust
Tennessee
$280K -$23.1K -428 -8%
PIMG
1043
Patriot Investment Management Group
Tennessee
$280K +$13K +240 +5%
RPWA
1044
Regent Peak Wealth Advisors
Georgia
$280K +$65.2K +1,208 +30%
EP
1045
Edgestream Partners
New Jersey
$279K +$279K +5,150 New
IMOV
1046
Investment Management of Virginia
Virginia
$278K – – –
CC
1047
Chicago Capital
Illinois
$274K – – –
BFC
1048
Bedel Financial Consulting
Indiana
$274K +$28.7K +530 +12%
SIM
1049
Stratos Investment Management
Ohio
$273K +$273K +5,037 New
AFP
1050
Ausdal Financial Partners
Iowa
$272K +$3.55K +64 +1%
40 41
42
43 44