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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 %
QCG
1176
Quadrant Capital Group
Ohio
$173K -$273K -5,263 -61%
SIS
1177
Sound Income Strategies
Florida
$169K +$56.3K +1,086 +50%
FP
1178
Financial Perspectives
Minnesota
$169K – – –
AWM
1179
Atticus Wealth Management
Florida
$168K -$38.8K -751 -19%
JWM
1180
Janiczek Wealth Management
Colorado
$165K +$3.32K +64 +2%
CAW
1181
Cornerstone Advisors (Washington)
Washington
$165K +$27.7K +534 +20%
AA
1182
AlphaMark Advisors
Kentucky
$161K – – –
FQ
1183
First Quadrant
California
$161K +$98.7K +1,900 +158%
AIM
1184
Acropolis Investment Management
Missouri
$159K +$6.09K +117 +4%
CFG
1185
Capstone Financial Group
Oklahoma
$158K – – –
TF
1186
Tompkins Financial
New York
$157K – – –
WEC
1187
Winslow Evans & Crocker
Massachusetts
$151K -$306K -5,898 -67%
MCM
1188
Manchester Capital Management
Vermont
$149K – – –
AWA
1189
Arkadios Wealth Advisors
Georgia
$148K -$22.9K -426 -13%
HWM
1190
Holloway Wealth Management
Florida
$147K -$153K – –
CMA
1191
Cedar Mountain Advisors
Oregon
$144K +$1.56K +30 +1%
NIM
1192
NuWave Investment Management
New Jersey
$127K +$127K +2,265 New
RE
1193
RBC Europe
United Kingdom
$127K – – –
HS
1194
Horan Securities
United States
$126K – – –
PFBT
1195
Parkside Financial Bank & Trust
Missouri
$126K +$6.83K +132 +6%
EIM
1196
Essex Investment Management
Massachusetts
$124K – – –
BCA
1197
Berman Capital Advisors
Georgia
$124K +$4.59K +90 +4%
CWP
1198
CFM Wealth Partners
Texas
$121K – – –
JIR
1199
James Investment Research
Ohio
$120K -$40.3K -779 -25%
BWM
1200
BerganKDV Wealth Management
Minnesota
$120K -$15.3K -294 -11%
46 47
48
49 50