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Southern Company
SO

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 %
P
1076
Pitcairn
Pennsylvania
$248K -$10.7K -197 -4%
AFA
1077
American Financial Advisors
Georgia
$248K +$2.22K +38 +0.9%
MYLI
1078
Meiji Yasuda Life Insurance
Japan
$246K -$268K -4,953 -52%
IC
1079
Inscription Capital
Texas
$246K -$17.6K -325 -7%
HFAS
1080
Hummer Financial Advisory Services
Illinois
$246K +$29.7K +550 +14%
SFPG
1081
Stonebridge Financial Planning Group
Florida
$245K – – –
WP
1082
WealthPLAN Partners
Nebraska
$245K +$4.55K +83 +2%
DW
1083
Domani Wealth
Pennsylvania
$245K +$245K +4,528 New
FWIA
1084
Fort Washington Investment Advisors
Ohio
$244K -$5.42K -100 -2%
SCP
1085
Shorepoint Capital Partners
Massachusetts
$244K +$244K +4,500 New
RFN
1086
RDA Financial Network
Iowa
$243K -$103K -1,902 -30%
VA
1087
Valmark Advisers
Ohio
$243K -$9.81K -181 -4%
HFA
1088
High Falls Advisors
New York
$243K +$13.4K +247 +6%
RCM
1089
Radnor Capital Management
Pennsylvania
$242K – – –
MWM
1090
Merriman Wealth Management
Washington
$242K +$1.24K +23 +0.5%
BAS
1091
Brown Advisory Securities
Maryland
$241K +$26.9K +485 +13%
KPCM
1092
Kings Point Capital Management
New York
$241K +$108K +2,000 +81%
VWA
1093
Visionary Wealth Advisors
Illinois
$240K -$3.03K -56 -1%
DAC
1094
Dividend Assets Capital
South Carolina
$240K – – –
MSA
1095
Marino Stram & Associates
Massachusetts
$240K +$1.08K +20 +0.5%
JA
1096
JOYN Advisors
Georgia
$240K +$4.81K +89 +2%
Cerity Partners
1097
Cerity Partners
New York
$239K -$6.58M -121,324 -96%
MPW
1098
Monterey Private Wealth
California
$238K -$3.25K -60 -1%
WP
1099
WMS Partners
Maryland
$238K – – –
AA
1100
Altman Advisors
Illinois
$238K – – –
42 43
44
45 46