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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 %
RCM
1076
Radnor Capital Management
Pennsylvania
$242K – – –
SCP
1077
Shorepoint Capital Partners
Massachusetts
$240K – – –
VLKIM
1078
Van Lanschot Kempen Investment Management
Netherlands
$240K +$43.7K +807 +22%
RCM
1079
RNC Capital Management
California
$239K -$21.7K -400 -8%
AA
1080
Altman Advisors
Illinois
$239K – – –
ST
1081
Smithfield Trust
Pennsylvania
$239K +$23.5K +435 +11%
WSFS
1082
Wilmington Savings Fund Society
Delaware
$239K +$239K +4,414 New
FIM
1083
Freedom Investment Management
Connecticut
$238K -$62.6K -1,154 -21%
HIC
1084
Hartline Investment Corp
Illinois
$238K – – –
WP
1085
WMS Partners
Maryland
$238K – – –
IHL
1086
Investment House LLC
California
$238K +$217 +4 +0.1%
OPA
1087
Old Port Advisors
Maine
$238K +$238K +4,387 New
PG
1088
Patten Group
Tennessee
$238K +$238K +4,389 New
MPI
1089
Mairs & Power Inc
Minnesota
$237K -$14K -259 -6%
SAM
1090
Summit Asset Management
Tennessee
$237K +$17.1K +316 +8%
BAS
1091
Brown Advisory Securities
Maryland
$236K +$271 +5 +0.1%
BBA
1092
Braun-Bostich & Associates
Pennsylvania
$235K -$256K -4,716 -52%
AFA
1093
American Financial Advisors
Georgia
$235K +$2.34K +43 +1%
MFG
1094
Magnus Financial Group
New York
$234K -$26.6K -490 -10%
BWM
1095
BCS Wealth Management
Tennessee
$234K – – –
SFPG
1096
Stonebridge Financial Planning Group
Florida
$234K – – –
First Manhattan
1097
First Manhattan
New York
$234K +$3.94K +73 +2%
RFN
1098
RDA Financial Network
Iowa
$233K -$16.6K -306 -7%
TSS
1099
Thomas Story & Son
Indiana
$233K – – –
SCA
1100
Spearhead Capital Advisors
Florida
$233K – – –
42 43
44
45 46