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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 %
ACA
1026
Anchor Capital Advisors
Massachusetts
$271K – – –
IMOV
1027
Investment Management of Virginia
Virginia
$271K – – –
MHIC
1028
Marble Harbor Investment Counsel
Massachusetts
$271K – – –
BAM
1029
Beaumont Asset Management
Texas
$270K +$865 +16 +0.3%
ET
1030
Equitable Trust
Tennessee
$269K -$89.3K -1,646 -25%
TWM
1031
Triton Wealth Management
Arizona
$269K – – –
CCM
1032
Compton Capital Management
Rhode Island
$268K – – –
HIC
1033
Harvey Investment Company
Kentucky
$268K +$268K +4,951 New
GTCM
1034
Gyon Technologies Capital Management
New Jersey
$268K +$268K +4,952 New
AIL
1035
AGF Investments LLC
Ontario, Canada
$264K -$76.1K -1,405 -22%
BWP
1036
Bernardo Wealth Planning
Pennsylvania
$264K -$11.2K -206 -4%
SAM
1037
Seelaus Asset Management
New Jersey
$264K – – –
RPWA
1038
Regent Peak Wealth Advisors
Georgia
$263K -$917K -16,928 -78%
HFAS
1039
Hummer Financial Advisory Services
Illinois
$263K – – –
EWM
1040
Elmwood Wealth Management
California
$263K – – –
MYLI
1041
Meiji Yasuda Life Insurance
Japan
$263K – – –
SBL
1042
Sargent Bickham Lagudis
Colorado
$263K +$27.9K +515 +12%
PWLP
1043
Prio Wealth Limited Partnership
Massachusetts
$262K -$95.6K -1,760 -27%
WA
1044
WealthTrust Axiom
Pennsylvania
$262K – – –
BFS
1045
Bradley Foster & Sargent
Connecticut
$262K +$262K +4,837 New
EWA
1046
Exencial Wealth Advisors
Oklahoma
$261K +$40.5K +746 +18%
IWS
1047
Insight Wealth Strategies
California
$260K +$260K +4,801 New
IFWM
1048
Institute for Wealth Management
Colorado
$259K -$151K -2,793 -37%
VCM
1049
Violich Capital Management
California
$259K -$54.2K -1,000 -17%
CT
1050
Coastline Trust
Rhode Island
$259K -$22.2K -409 -8%
40 41
42
43 44