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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 %
CC
1151
Courier Capital
New York
$209K – – –
PCG
1152
Private Capital Group
Connecticut
$208K -$146K -2,686 -41%
First Manhattan
1153
First Manhattan
New York
$208K +$4.1K +76 +2%
AFA
1154
Atlanta Financial Associates
Georgia
$207K +$207K +3,815 New
FCA
1155
FLC Capital Advisors
California
$206K – – –
CWC
1156
Carolinas Wealth Consulting
North Carolina
$206K +$206K +3,815 New
FHC
1157
First Heartland Consultants
Missouri
$205K -$73.7K -1,364 -26%
RWA
1158
Ropes Wealth Advisors
Massachusetts
$205K – – –
OPA
1159
Old Port Advisors
Maine
$205K – – –
GAG
1160
GM Advisory Group
New York
$205K +$205K +3,792 New
ST
1161
Smithfield Trust
Pennsylvania
$204K +$27.2K +500 +15%
CTB
1162
Country Trust Bank
Illinois
$203K -$186K -3,449 -48%
NFG
1163
Nadler Financial Group
Illinois
$201K – – –
WQ
1164
Wealth Quarterback
New Jersey
$200K -$717K -13,243 -78%
AWCI
1165
Alpine Woods Capital Investors
New York
$200K – – –
EFSCE
1166
Enterprise Financial Services Corp (EFSC)
Missouri
$200K +$2.55K +47 +1%
HWA
1167
Heritage Wealth Advisors
Virginia
$196K -$133K -2,461 -40%
SWA
1168
Sutton Wealth Advisors
Florida
$190K +$28.6K +529 +18%
TPWA
1169
TRUE Private Wealth Advisors
Oregon
$189K – – –
RFM
1170
Royal Fund Management
Florida
$180K -$14.6K -270 -7%
FP
1171
Financial Perspectives
Minnesota
$176K – – –
FWM
1172
Focused Wealth Management
New York
$174K -$3.25K -60 -2%
AWA
1173
Arkadios Wealth Advisors
Georgia
$172K +$23.9K +441 +16%
JWM
1174
Janiczek Wealth Management
Colorado
$169K – – –
AA
1175
AlphaMark Advisors
Kentucky
$168K -$163 -3 -0.1%
45 46
47
48 49