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Southern Company
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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 %
NAM
1051
NorthCoast Asset Management
Connecticut
$272K +$272K +5,032 New
ACA
1052
Anchor Capital Advisors
Massachusetts
$271K – – –
GI
1053
Gradient Investments
Minnesota
$271K +$24.4K +451 +10%
MHIC
1054
Marble Harbor Investment Counsel
Massachusetts
$270K – – –
FFG
1055
Ford Financial Group
California
$270K +$270K +5,000 New
FCFC
1056
First Commonwealth Financial Corp
Pennsylvania
$268K +$268K +4,959 New
IBOK
1057
Independence Bank of Kentucky
Kentucky
$267K +$56.3K +1,040 +27%
SIC
1058
Sigma Investment Counselors
Michigan
$265K +$378 +7 +0.1%
CBFP
1059
Cedar Brook Financial Partners
Ohio
$264K +$1.08K +20 +0.4%
AP
1060
Appleton Partners
Massachusetts
$263K -$9.76K -180 -4%
WA
1061
WealthTrust Axiom
Pennsylvania
$261K – – –
TWM
1062
Triton Wealth Management
Arizona
$261K +$261K +4,698 New
RCM
1063
RNC Capital Management
California
$260K -$5.4K -100 -2%
CAM
1064
Cresset Asset Management
Illinois
$258K -$4.81K -89 -2%
MOS
1065
MGO One Seven
Ohio
$258K +$919 +17 +0.4%
1SB
1066
1ST Source Bank
Indiana
$257K +$52.9K +975 +26%
AWM
1067
Absher Wealth Management
North Carolina
$255K +$34.9K +646 +16%
BRM
1068
Boston Research & Management
Massachusetts
$254K – – –
VPIM
1069
Vanguard Personalized Indexing Management
California
$253K +$253K +4,669 New
APC
1070
Aspire Private Capital
North Carolina
$252K -$78.3K -1,448 -24%
GWS
1071
Glassman Wealth Services
Virginia
$252K -$29.6K -548 -11%
TCM
1072
Tufton Capital Management
Maryland
$252K -$9.95K -184 -4%
CCM
1073
Compton Capital Management
Rhode Island
$252K – – –
MPI
1074
Mairs & Power Inc
Minnesota
$251K +$11.7K +215 +5%
OSNBOA
1075
Old Second National Bank of Aurora
Illinois
$249K – – –
41 42
43
44 45