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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 %
FWCM
1126
Ferguson Wellman Capital Management
Oregon
$215K +$215K +3,970 New
MWPCG
1127
Measured Wealth Private Client Group
New Hampshire
$214K -$17.5K -322 -8%
FBB
1128
Fulton Breakefield Broenniman
Maryland
$214K -$10.9K -200 -5%
VPIM
1129
Vanguard Personalized Indexing Management
California
$213K -$14.6K -270 -6%
BLAM
1130
Bourne Lent Asset Management
New York
$213K – – –
BS
1131
Boenning & Scattergood
Pennsylvania
$213K – – –
FHC
1132
First Heartland Consultants
Missouri
$213K +$1.3K +24 +0.6%
TI
1133
tru Independence
Oregon
$212K -$135K -2,492 -39%
ARTA
1134
A.R.T. Advisors
New York
$212K +$212K +3,917 New
CWP
1135
Capital Wealth Planning
Florida
$211K -$42.9K -793 -17%
PAM
1136
Peak Asset Management
Colorado
$211K – – –
HC
1137
Hourglass Capital
Texas
$211K – – –
MWM
1138
Mission Wealth Management
California
$211K +$211K +3,900 New
DA
1139
Doliver Advisors
Texas
$207K +$207K +3,819 New
AWM
1140
Affinity Wealth Management
Delaware
$206K +$206K +3,535 New
GAG
1141
GM Advisory Group
New York
$206K +$206K +3,792 New
WRM
1142
Weybosset Research & Management
Rhode Island
$206K +$206K +3,800 New
NFSG
1143
Newbridge Financial Services Group
Florida
$205K +$205K +3,787 New
CWC
1144
Carolinas Wealth Consulting
North Carolina
$204K -$3.09K -57 -1%
CTB
1145
Country Trust Bank
Illinois
$204K – – –
GGI
1146
Godsey & Gibb Inc
Virginia
$204K +$204K +3,770 New
NAS
1147
Nicolet Advisory Services
Wisconsin
$203K -$55.8K -1,027 -22%
FAM
1148
Formidable Asset Management
Ohio
$203K +$203K +3,600 New
EHWM
1149
Eads & Heald Wealth Management
Georgia
$203K +$203K +3,750 New
RSWM
1150
Robertson Stephens Wealth Management
California
$203K +$203K +3,757 New
44 45
46
47 48