SO icon

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 %
WT
1201
Whittier Trust
California
$118K – – –
CIR
1202
Clear Investment Research
Georgia
$117K – – –
CIM
1203
Centersquare Investment Management
Pennsylvania
$116K +$23.4K +450 +25%
PP
1204
PrairieView Partners
Minnesota
$115K – – –
AIM
1205
AIA Investment Management
Singapore
$114K -$87.3K -1,680 -43%
IFA
1206
Interactive Financial Advisors
Illinois
$114K – – –
CA
1207
Clearstead Advisors
Ohio
$112K – – –
AW
1208
Avion Wealth
Texas
$112K – – –
FC
1209
FORA Capital
Florida
$112K +$112K +2,163 New
VCM
1210
Vigilant Capital Management
Maine
$109K +$109K +2,100 New
TFO
1211
Tarbox Family Office
California
$106K +$11.7K +226 +12%
CCA
1212
Column Capital Advisors
Indiana
$104K -$52 -1 -0%
MRCM
1213
M&R Capital Management
New Jersey
$101K -$54.6K -1,054 -35%
PG
1214
Proffitt & Goodson
Tennessee
$99K – – –
MLFP
1215
MPS Loria Financial Planners
Illinois
$98K +$98K +1,890 New
SNT
1216
Security National Trust
West Virginia
$96K – – –
QCMC
1217
Quantum Capital Management (California)
California
$95K – – –
SIM
1218
Sonora Investment Management
Arizona
$94K -$31K -600 -25%
MHR
1219
Matthew Hamilton Rosenberg
$94K +$18.4K +353 +24%
WPA
1220
West Paces Advisors
Georgia
$93.2K – – –
TC
1221
Trust Company
Kansas
$91K – – –
LFG
1222
LifePlan Financial Group
Ohio
$90K – – –
SCM
1223
Silvant Capital Management
Georgia
$90K – – –
NSB
1224
Norway Savings Bank
Maine
$88K – – –
HGWM
1225
Harvest Group Wealth Management
Massachusetts
$88K +$975 +19 +1%
47 48
49
50 51