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Southern Company
SO

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 %
AFP
1026
Ausdal Financial Partners
Iowa
$295K +$40.7K +785 +16%
DWM
1027
Dakota Wealth Management
Florida
$294K -$9.35K -180 -3%
CAM
1028
Congress Asset Management
Massachusetts
$293K – – –
CICI
1029
Capital Investment Counsel Inc
North Carolina
$292K -$20.7K -400 -7%
CTA
1030
Colonial Trust Advisors
South Carolina
$292K – – –
ACM
1031
Advisors Capital Management
New Jersey
$291K +$1.04K +20 +0.4%
OSAM
1032
O'Shaughnessy Asset Management
Connecticut
$291K +$261K +5,045 +880%
SPIA
1033
Strategic Point Investment Advisors
Rhode Island
$291K +$291K +5,363 New
WTB
1034
Washington Trust Bank
Washington
$288K -$35.8K -689 -11%
FIM
1035
Freedom Investment Management
Connecticut
$287K -$60.1K -1,161 -17%
AGM
1036
Alpine Global Management
New York
$285K +$285K +5,500 New
PB
1037
Pinnacle Bancorp
Nebraska
$284K +$68.1K +1,315 +32%
PIMG
1038
Patriot Investment Management Group
Tennessee
$283K +$14.9K +287 +6%
TSW
1039
Thompson Siegel & Walmsley
Virginia
$282K – – –
GJIC
1040
Gamble Jones Investment Counsel
California
$282K – – –
RCG
1041
Rock Creek Group
District of Columbia
$282K +$282K +5,445 New
BCM
1042
Bienville Capital Management
New York
$280K -$37.9K -730 -12%
YIA
1043
YHB Investment Advisors
Connecticut
$279K -$51.2K -990 -16%
1SB
1044
1ST Source Bank
Indiana
$277K +$31.2K +600 +13%
LDFR
1045
Lehman & Derafelo Financial Resources
Pennsylvania
$276K -$312 -6 -0.1%
PIM
1046
Penobscot Investment Management
Massachusetts
$276K – – –
STA
1047
Summit Trail Advisors
New York
$275K -$603K -11,613 -69%
GT
1048
Glenview Trust
Kentucky
$273K -$18.2K -350 -6%
CCFM
1049
Clear Creek Financial Management
Washington
$273K +$53.5K +1,031 +24%
AWM
1050
Aevitas Wealth Management
Massachusetts
$271K +$1.4K +27 +0.5%
40 41
42
43 44