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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 %
TIM
1101
Thompson Investment Management
Wisconsin
$237K – – –
IHL
1102
Investment House LLC
California
$237K +$108 +2 +0%
HIC
1103
Hartline Investment Corp
Illinois
$237K +$237K +4,384 New
FBB
1104
Fulton Breakefield Broenniman
Maryland
$235K -$15.2K -280 -6%
CCFM
1105
Clear Creek Financial Management
Washington
$235K +$21.6K +389 +10%
MSAM
1106
Moloney Securities Asset Management
Missouri
$234K -$118K -2,175 -34%
HCM
1107
Howland Capital Management
Massachusetts
$234K -$1.41K -26 -0.6%
SCA
1108
Spearhead Capital Advisors
Florida
$233K – – –
TSS
1109
Thomas Story & Son
Indiana
$233K – – –
MFG
1110
Magnus Financial Group
New York
$233K +$1.9K +35 +0.8%
WAP
1111
Wealthcare Advisory Partners
Pennsylvania
$231K -$69.8K -1,287 -23%
KFGK
1112
Keystone Financial Group (Kentucky)
Kentucky
$230K -$8.93K -165 -4%
MIC
1113
Meridian Investment Counsel
California
$227K – – –
PB
1114
Pinnacle Bancorp
Nebraska
$226K +$7.59K +140 +3%
EWM
1115
Elmwood Wealth Management
California
$223K – – –
SBL
1116
Sargent Bickham Lagudis
Colorado
$223K -$22.9K -422 -9%
OI
1117
Oakbrook Investments
Illinois
$222K -$444K -8,200 -67%
FCBT
1118
First Citizens Bank & Trust
North Carolina
$222K +$109 +2 +0%
LNB
1119
Ledyard National Bank
$221K -$4K -74 -2%
SAM
1120
Summit Asset Management
Tennessee
$219K +$705 +13 +0.3%
WI
1121
Wintrust Investments
Illinois
$219K +$219K +4,037 New
JIC
1122
Joel Isaacson & Co
New York
$218K – – –
FWM
1123
FSA Wealth Management
Massachusetts
$218K +$216 +4 +0.1%
FFC
1124
First Financial Corp
Indiana
$218K +$13.5K +250 +7%
AWM
1125
Atticus Wealth Management
Florida
$217K -$54.8K -1,010 -20%
43 44
45
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