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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 %
PP
1201
PrairieView Partners
Minnesota
$121K +$121K +2,226 New
IFA
1202
Interactive Financial Advisors
Illinois
$120K – – –
SIS
1203
Sound Income Strategies
Florida
$118K +$6.41K +118 +6%
KTC
1204
Kistler-Tiffany Companies
Pennsylvania
$117K – – –
CA
1205
Clearstead Advisors
Ohio
$117K +$117K +2,153 New
AW
1206
Avion Wealth
Texas
$117K +$117K +2,166 New
OAM
1207
Oppenheimer Asset Management
New York
$113K +$3.46K +64 +3%
CCA
1208
Column Capital Advisors
Indiana
$109K +$54 +1 +0%
PCTC
1209
Perkins Coie Trust Company
Washington
$105K +$760 +14 +0.7%
PG
1210
Proffitt & Goodson
Tennessee
$104K – – –
SNT
1211
Security National Trust
West Virginia
$101K – – –
DWM
1212
Darwin Wealth Management
Florida
$100K +$100K +1,865 New
QCMC
1213
Quantum Capital Management (California)
California
$99K -$8.04K -149 -8%
TFO
1214
Tarbox Family Office
California
$99K +$1.14K +21 +1%
WPA
1215
West Paces Advisors
Georgia
$97.3K +$32.2K +595 +50%
CIM
1216
Centersquare Investment Management
Pennsylvania
$96K -$32.4K -600 -25%
TC
1217
Trust Company
Kansas
$95K -$19K -350 -17%
PCM
1218
Penserra Capital Management
California
$95K +$7.1K +129 +8%
LFG
1219
LifePlan Financial Group
Ohio
$94K – – –
SCM
1220
Silvant Capital Management
Georgia
$93K – – –
NSB
1221
Norway Savings Bank
Maine
$92K – – –
HGWM
1222
Harvest Group Wealth Management
Massachusetts
$91K +$859 +16 +1%
HIIFS
1223
Harel Insurance Investments & Financial Services
Israel
$91K +$31.8K +585 +54%
ARMC
1224
American Research & Management Company
Massachusetts
$90K -$43.1K -800 -32%
BWL
1225
Bogart Wealth LLC
Virginia
$90K +$216 +4 +0.2%
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