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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 %
BWM
1126
BCS Wealth Management
Tennessee
$223K +$223K +4,308 New
EWM
1127
EPG Wealth Management
Georgia
$222K -$83.4K -1,606 -27%
WI
1128
Wintrust Investments
Illinois
$222K +$12.6K +242 +6%
MWPCG
1129
Measured Wealth Private Client Group
New Hampshire
$221K +$14.7K +284 +7%
First Manhattan
1130
First Manhattan
New York
$220K +$21K +406 +11%
VPIM
1131
Vanguard Personalized Indexing Management
California
$218K -$24.1K -464 -10%
MIC
1132
Meridian Investment Counsel
California
$218K – – –
GLA
1133
Great Lakes Advisors
Illinois
$217K -$195K -3,757 -47%
WAP
1134
Wealthcare Advisory Partners
Pennsylvania
$217K -$3.78K -73 -2%
SCA
1135
Stonebridge Capital Advisors
Minnesota
$217K +$14.5K +280 +7%
LBD
1136
Landsberg Bennett & Dubbaneh
Florida
$216K +$2.07K +40 +1%
FBB
1137
Fulton Breakefield Broenniman
Maryland
$215K -$10.4K -200 -5%
MW
1138
Marcum Wealth
Ohio
$215K +$215K +4,148 New
PCG
1139
Private Capital Group
Connecticut
$213K +$14.5K +280 +7%
WPW
1140
Waldron Private Wealth
Pennsylvania
$213K +$213K +4,119 New
GWS
1141
Glassman Wealth Services
Virginia
$211K -$30.5K -589 -13%
SFPG
1142
Stonebridge Financial Planning Group
Florida
$211K -$10.5K -200 -5%
SAM
1143
Summit Asset Management
Tennessee
$210K +$777 +15 +0.4%
MCM
1144
Maple Capital Management
Vermont
$210K +$210K +4,041 New
EWA
1145
Exencial Wealth Advisors
Oklahoma
$210K +$210K +4,058 New
FFC
1146
First Financial Corp
Indiana
$209K -$884 -17 -0.4%
FWM
1147
FSA Wealth Management
Massachusetts
$209K +$207 +4 +0.1%
JIC
1148
Joel Isaacson & Co
New York
$208K – – –
HCM
1149
Hodges Capital Management
Texas
$208K – – –
FCA
1150
FLC Capital Advisors
California
$207K – – –
44 45
46
47 48