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Southern Company
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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 %
CWM
1051
Cornerstone Wealth Management
Missouri
$270K -$2.69K -52 -1%
CT
1052
Coastline Trust
Rhode Island
$269K – – –
MFG
1053
Menard Financial Group
Texas
$268K +$268K +5,172 New
CAM
1054
Cresset Asset Management
Illinois
$265K +$17.5K +338 +7%
QSS
1055
Quantitative Systematic Strategies
Florida
$265K +$265K +5,119 New
BWP
1056
Bernardo Wealth Planning
Pennsylvania
$263K -$42.3K -817 -14%
PWM
1057
Perigon Wealth Management
California
$263K -$24.5K -472 -9%
EWM
1058
Elmwood Wealth Management
California
$263K +$3.53K +68 +1%
HH
1059
HWG Holdings
Texas
$263K +$263K +5,069 New
CC
1060
Chicago Capital
Illinois
$262K – – –
NF
1061
Nikulski Financial
Iowa
$262K +$55.5K +1,070 +27%
AOWM
1062
Alpha Omega Wealth Management
Virginia
$261K -$10.4K -200 -4%
NAM
1063
NorthCoast Asset Management
Connecticut
$261K +$363 +7 +0.1%
IBOK
1064
Independence Bank of Kentucky
Kentucky
$261K +$5.19K +100 +2%
FBT
1065
First Bankers Trust
Kentucky
$260K -$25.9K -498 -9%
IMOV
1066
Investment Management of Virginia
Virginia
$260K -$6.49K -125 -2%
OSNBOA
1067
Old Second National Bank of Aurora
Illinois
$260K +$21.9K +423 +9%
MHIC
1068
Marble Harbor Investment Counsel
Massachusetts
$259K – – –
ACA
1069
Anchor Capital Advisors
Massachusetts
$259K – – –
FFG
1070
Ford Financial Group
California
$259K – – –
TWM
1071
Triton Wealth Management
Arizona
$259K – – –
CBFP
1072
Cedar Brook Financial Partners
Ohio
$259K +$6.07K +117 +2%
BAM
1073
Beaumont Asset Management
Texas
$258K +$258K +4,977 New
FCFC
1074
First Commonwealth Financial Corp
Pennsylvania
$257K – – –
CCM
1075
Compton Capital Management
Rhode Island
$257K +$15.6K +300 +6%
41 42
43
44 45