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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 %
VVP
1151
Venture Visionary Partners
Ohio
$207K +$207K +3,992 New
HCM
1152
Howland Capital Management
Massachusetts
$206K -$17.7K -342 -8%
RHBC
1153
R.H. Bluestein & Co
Michigan
$206K – – –
ST
1154
Smithfield Trust
Pennsylvania
$206K +$11.6K +225 +6%
P
1155
Pitcairn
Pennsylvania
$205K -$32.8K -631 -14%
MA
1156
MANA Advisors
New York
$205K +$205K +3,946 New
BLAM
1157
Bourne Lent Asset Management
New York
$204K – – –
BS
1158
Boenning & Scattergood
Pennsylvania
$204K – – –
XWM
1159
Xcel Wealth Management
Florida
$204K +$3.67K +71 +2%
BHWM
1160
Bay Harbor Wealth Management
Maryland
$204K +$58.5K +1,130 +40%
HC
1161
Hourglass Capital
Texas
$202K – – –
PAM
1162
Peak Asset Management
Colorado
$202K – – –
FHC
1163
First Heartland Consultants
Missouri
$202K +$5.29K +102 +3%
Fayez Sarofim & Co
1164
Fayez Sarofim & Co
Texas
$201K – – –
AP
1165
Appleton Partners
Massachusetts
$200K -$51.2K -989 -20%
CWC
1166
Carolinas Wealth Consulting
North Carolina
$198K +$414 +8 +0.2%
RWA
1167
Ropes Wealth Advisors
Massachusetts
$196K – – –
CTB
1168
Country Trust Bank
Illinois
$195K – – –
MTCM
1169
Mint Tower Capital Management
Netherlands
$192K +$192K +3,695 New
SWA
1170
Sutton Wealth Advisors
Florida
$188K +$6.12K +118 +3%
VLKIM
1171
Van Lanschot Kempen Investment Management
Netherlands
$188K -$160K -3,086 -46%
HWA
1172
Heritage Wealth Advisors
Virginia
$188K – – –
LAS
1173
Lloyd Advisory Services
Georgia
$183K +$47.7K +923 +35%
TPWA
1174
TRUE Private Wealth Advisors
Oregon
$181K – – –
EFSCE
1175
Enterprise Financial Services Corp (EFSC)
Missouri
$175K -$16.5K -319 -9%
45 46
47
48 49