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Southern Company
SO

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 %
WOSD
1076
WFA of San Diego
California
$256K +$256K +3,760 New
SIC
1077
Sigma Investment Counselors
Michigan
$255K +$467 +9 +0.2%
CL
1078
Choreo LLC
Illinois
$252K -$49.3K -952 -16%
SAM
1079
Seelaus Asset Management
New Jersey
$252K +$51.9K +1,000 +26%
HFAS
1080
Hummer Financial Advisory Services
Illinois
$251K +$15.5K +300 +7%
MYLI
1081
Meiji Yasuda Life Insurance
Japan
$251K +$15.6K +301 +7%
WA
1082
WealthTrust Axiom
Pennsylvania
$250K – – –
RCM
1083
RNC Capital Management
California
$249K – – –
MOS
1084
MGO One Seven
Ohio
$249K +$1.45K +28 +0.6%
MFG
1085
Magnus Financial Group
New York
$249K +$26.1K +504 +12%
AIC
1086
Ameritas Investment Company
Nebraska
$247K -$29.1K -561 -11%
NAS
1087
Nicolet Advisory Services
Wisconsin
$247K -$24.2K -467 -9%
WP
1088
WealthPLAN Partners
Nebraska
$246K -$165 -3 -0.1%
JHCP
1089
Jackson Hole Capital Partners
Oklahoma
$246K +$39K +750 +19%
BRM
1090
Boston Research & Management
Massachusetts
$244K – – –
CWP
1091
Capital Wealth Planning
Florida
$243K -$137K -2,655 -36%
BFM
1092
Boston Financial Management
Massachusetts
$243K -$104K -2,000 -30%
GI
1093
Gradient Investments
Minnesota
$242K -$18.3K -352 -7%
IC
1094
Inscription Capital
Texas
$241K +$5.19K +100 +2%
MPI
1095
Mairs & Power Inc
Minnesota
$240K – – –
RFN
1096
RDA Financial Network
Iowa
$239K +$6.18K +119 +3%
DW
1097
Domani Wealth
Pennsylvania
$237K +$2.33K +45 +1%
RCM
1098
Radnor Capital Management
Pennsylvania
$236K – – –
LJAC
1099
L.J. Altfest & Co
New York
$235K -$106K -2,052 -31%
BFC
1100
Bedel Financial Consulting
Indiana
$235K -$27.5K -530 -10%
42 43
44
45 46