SO icon

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 %
TIM
1101
Thompson Investment Management
Wisconsin
$235K +$7.53K +145 +3%
AG
1102
AlphaSimPlex Group
Massachusetts
$235K +$235K +4,526 New
AFA
1103
American Financial Advisors
Georgia
$234K +$1.86K +34 +0.8%
KPCM
1104
Kings Point Capital Management
New York
$234K +$2.59K +50 +1%
PWPS
1105
Pinnacle Wealth Planning Services
Ohio
$233K -$102K -1,977 -31%
FWIA
1106
Fort Washington Investment Advisors
Ohio
$233K – – –
HFA
1107
High Falls Advisors
New York
$233K +$156 +3 +0.1%
TWA
1108
TCI Wealth Advisors
Arizona
$232K -$83.3K -1,606 -26%
BAS
1109
Brown Advisory Securities
Maryland
$232K +$213 +4 +0.1%
VWA
1110
Visionary Wealth Advisors
Illinois
$232K +$2.02K +39 +0.9%
WT
1111
Washington Trust
Rhode Island
$231K -$188K -3,634 -45%
CFG
1112
Cooper Financial Group
California
$231K +$231K +4,453 New
BCM
1113
Brookstone Capital Management
Illinois
$229K -$520K -10,023 -69%
SCP
1114
Shorepoint Capital Partners
Massachusetts
$229K -$3.88K -75 -2%
KFGK
1115
Keystone Financial Group (Kentucky)
Kentucky
$229K +$8.76K +169 +4%
WP
1116
WMS Partners
Maryland
$228K – – –
AA
1117
Altman Advisors
Illinois
$228K – – –
HIC
1118
Hartline Investment Corp
Illinois
$227K – – –
IHL
1119
Investment House LLC
California
$227K +$155 +3 +0.1%
CFFP
1120
Center for Financial Planning
Michigan
$226K -$142K -2,736 -39%
MSAM
1121
Moloney Securities Asset Management
Missouri
$225K +$779 +15 +0.3%
SBL
1122
Sargent Bickham Lagudis
Colorado
$225K +$11.6K +224 +5%
TCM
1123
Tufton Capital Management
Maryland
$224K -$16.8K -325 -7%
TSS
1124
Thomas Story & Son
Indiana
$223K – – –
SCA
1125
Spearhead Capital Advisors
Florida
$223K – – –
43 44
45
46 47