SO icon

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 %
HCM
1126
Hodges Capital Management
Texas
$217K -$24.7K -457 -10%
ARMT
1127
Amica Retiree Medical Trust
Rhode Island
$217K – – –
LBD
1128
Landsberg Bennett & Dubbaneh
Florida
$217K +$1.78K +34 +0.8%
JHCP
1129
Jackson Hole Capital Partners
Oklahoma
$216K -$63.4K -1,170 -23%
MWPCG
1130
Measured Wealth Private Client Group
New Hampshire
$215K -$148K -2,730 -41%
SAM
1131
Secure Asset Management
Michigan
$215K – – –
RHBC
1132
R.H. Bluestein & Co
Michigan
$215K +$4.06K +75 +2%
SW
1133
StrongBox Wealth
Missouri
$215K +$215K +3,978 New
NF
1134
Nikulski Financial
Iowa
$215K +$215K +3,980 New
DDC
1135
DF Dent & Co
Maryland
$214K +$1.3K +24 +0.6%
GGI
1136
Godsey & Gibb Inc
Virginia
$214K +$30.3K +560 +16%
BLAM
1137
Bourne Lent Asset Management
New York
$213K – – –
VAM
1138
Verity Asset Management
North Carolina
$212K -$533K -9,871 -72%
SCA
1139
Stonebridge Capital Advisors
Minnesota
$212K -$86.8K -1,600 -29%
TFS
1140
Thoroughbred Financial Services
Tennessee
$212K – – –
BS
1141
Boenning & Scattergood
Pennsylvania
$212K +$23.8K +440 +13%
PAM
1142
Peak Asset Management
Colorado
$211K -$21.6K -400 -9%
AMAL
1143
Asset Management Advisors LLC
Oklahoma
$211K -$5.41K -100 -3%
HC
1144
Hourglass Capital
Texas
$211K – – –
XWM
1145
Xcel Wealth Management
Florida
$210K -$30.9K -570 -13%
Fayez Sarofim & Co
1146
Fayez Sarofim & Co
Texas
$210K – – –
AIM
1147
AIA Investment Management
Singapore
$210K – – –
Two Sigma Investments
1148
Two Sigma Investments
New York
$210K +$210K +3,879 New
HC
1149
HNP Capital
New York
$209K -$185K -3,323 -47%
SAM
1150
Seelaus Asset Management
New Jersey
$209K -$6.77K -125 -3%
44 45
46
47 48