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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 %
NFG
1151
Nadler Financial Group
Illinois
$201K +$201K +3,710 New
AFAS
1152
Acorn Financial Advisory Services
Virginia
$201K +$201K +3,713 New
MGIM
1153
M&G Investment Management
United Kingdom
$201K +$201K +3,729 New
MFS
1154
Mirabella Financial Services
United Kingdom
$200K +$200K +3,696 New
SWA
1155
Sutton Wealth Advisors
Florida
$198K +$1.25K +23 +0.6%
HWA
1156
Heritage Wealth Advisors
Virginia
$197K – – –
CSPIA
1157
Cary Street Partners Investment Advisory
Virginia
$193K +$193K +3,565 New
TPWA
1158
TRUE Private Wealth Advisors
Oregon
$189K – – –
EFSCE
1159
Enterprise Financial Services Corp (EFSC)
Missouri
$185K +$1.79K +33 +1%
CFFP
1160
Center for Financial Planning
Michigan
$182K -$54.2K -1,000 -23%
BCA
1161
Berman Capital Advisors
Georgia
$181K +$50.7K +946 +39%
RWA
1162
Ropes Wealth Advisors
Massachusetts
$179K -$25.9K -479 -13%
FP
1163
Financial Perspectives
Minnesota
$177K – – –
AWA
1164
Arkadios Wealth Advisors
Georgia
$174K +$13.7K +235 +9%
SIS
1165
Sound Income Strategies
Florida
$174K -$2.49K -46 -1%
CFG
1166
Capstone Financial Group
Oklahoma
$173K – – –
HIIFS
1167
Harel Insurance Investments & Financial Services
Israel
$171K +$171K +3,145 New
RCG
1168
Rock Creek Group
District of Columbia
$169K -$127K -2,333 -43%
JWM
1169
Janiczek Wealth Management
Colorado
$169K -$3.47K -64 -2%
AA
1170
AlphaMark Advisors
Kentucky
$168K – – –
FQ
1171
First Quadrant
California
$168K – – –
AIM
1172
Acropolis Investment Management
Missouri
$166K – – –
TF
1173
Tompkins Financial
New York
$164K – – –
AWM
1174
Atticus Wealth Management
Florida
$163K -$13.5K -249 -8%
LAS
1175
Lloyd Advisory Services
Georgia
$160K -$32.2K -592 -17%
45 46
47
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