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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 %
FCFC
1051
First Commonwealth Financial Corp
Pennsylvania
$257K -$11.9K -219 -4%
PA
1052
Parallel Advisors
California
$255K -$94.9K -1,750 -27%
BRM
1053
Boston Research & Management
Massachusetts
$255K – – –
KFGK
1054
Keystone Financial Group (Kentucky)
Kentucky
$254K +$14.9K +276 +6%
MCM
1055
Maple Capital Management
Vermont
$253K -$5.57K -87 -2%
MSAM
1056
Moloney Securities Asset Management
Missouri
$251K +$16.4K +302 +7%
MFG
1057
Menard Financial Group
Texas
$250K -$30.2K -557 -11%
1SB
1058
1ST Source Bank
Indiana
$249K -$39.2K -725 -14%
GT
1059
Glenview Trust
Kentucky
$249K -$36.2K -668 -13%
OSNBOA
1060
Old Second National Bank of Aurora
Illinois
$249K -$22.9K -423 -8%
TWA
1061
TCI Wealth Advisors
Arizona
$249K +$6.4K +118 +3%
FMP
1062
Financial Management Professionals
Texas
$248K -$190K -3,502 -43%
CCB
1063
Cutter & Co Brokerage
Missouri
$248K -$68.1K -1,254 -22%
WP
1064
WealthPLAN Partners
Nebraska
$247K -$37K -583 -13%
AIC
1065
Ameritas Investment Company
Nebraska
$247K – – –
DW
1066
Domani Wealth
Pennsylvania
$246K -$2.45K -45 -1%
LJAC
1067
L.J. Altfest & Co
New York
$246K +$596 +11 +0.2%
HCP
1068
Hexagon Capital Partners
Arkansas
$246K +$246K +4,184 New
TIM
1069
Thompson Investment Management
Wisconsin
$245K – – –
KPCM
1070
Kings Point Capital Management
New York
$245K – – –
BFC
1071
Bedel Financial Consulting
Indiana
$245K – – –
GWS
1072
Glassman Wealth Services
Virginia
$243K +$21.9K +404 +10%
XWM
1073
Xcel Wealth Management
Florida
$243K +$29.6K +548 +14%
MAM
1074
Meeder Asset Management
Ohio
$242K -$360K -6,621 -60%
SIA
1075
Strategic Investment Advisors
Michigan
$242K -$106K -1,959 -31%
41 42
43
44 45