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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 %
VVP
1101
Venture Visionary Partners
Ohio
$233K +$17.3K +320 +8%
FCA
1102
FLC Capital Advisors
California
$231K – – –
VAS
1103
Vestmark Advisory Solutions
Massachusetts
$231K +$231K +4,261 New
MIC
1104
Meridian Investment Counsel
California
$228K – – –
TCM
1105
Tufton Capital Management
Maryland
$227K -$7.3K -135 -3%
LBD
1106
Landsberg Bennett & Dubbaneh
Florida
$227K +$2.37K +44 +1%
PB
1107
Pinnacle Bancorp
Nebraska
$226K -$70.9K -1,310 -24%
CC
1108
Courier Capital
New York
$226K +$226K +3,764 New
PCG
1109
Private Capital Group
Connecticut
$224K +$814 +15 +0.4%
SCA
1110
Stonebridge Capital Advisors
Minnesota
$223K -$4.34K -80 -2%
AO
1111
Advisor OS
Illinois
$222K -$269K -4,976 -55%
CIA
1112
CSat Investment Advisory
Michigan
$221K -$507K -9,347 -70%
WI
1113
Wintrust Investments
Illinois
$221K -$10.8K -200 -5%
BJL
1114
Brighton Jones LLC
Washington
$220K +$220K +4,050 New
CFS
1115
Cannon Financial Strategists
Georgia
$219K +$219K +4,044 New
FWM
1116
FSA Wealth Management
Massachusetts
$219K +$271 +5 +0.1%
FFC
1117
First Financial Corp
Indiana
$219K +$1.52K +28 +0.7%
JIC
1118
Joel Isaacson & Co
New York
$218K – – –
FWIA
1119
Fort Washington Investment Advisors
Ohio
$217K -$27.1K -500 -11%
HCM
1120
Hodges Capital Management
Texas
$217K – – –
KFP
1121
KMG Fiduciary Partners
Ohio
$217K +$217K +3,997 New
MCM
1122
MAI Capital Management
Ohio
$217K +$217K +4,003 New
WPW
1123
Waldron Private Wealth
Pennsylvania
$216K -$6.37K -118 -3%
RHBC
1124
R.H. Bluestein & Co
Michigan
$216K – – –
AP
1125
Appleton Partners
Massachusetts
$216K +$6.46K +119 +3%
43 44
45
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