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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 %
TFO
1201
Tarbox Family Office
California
$111K – – –
CCM
1202
Chiron Capital Management
Florida
$111K +$111K +2,043 New
CCA
1203
Column Capital Advisors
Indiana
$109K – – –
MRCM
1204
M&R Capital Management
New Jersey
$105K – – –
PG
1205
Proffitt & Goodson
Tennessee
$104K – – –
SIM
1206
Sonora Investment Management
Arizona
$104K +$5.41K +100 +5%
FFA
1207
Founders Financial Alliance
North Carolina
$102K +$102K +1,755 New
SNT
1208
Security National Trust
West Virginia
$101K – – –
QCMC
1209
Quantum Capital Management (California)
California
$99K – – –
MHR
1210
Matthew Hamilton Rosenberg
$98K – – –
SCM
1211
Silvant Capital Management
Georgia
$94K – – –
LFG
1212
LifePlan Financial Group
Ohio
$94K – – –
HGWM
1213
Harvest Group Wealth Management
Massachusetts
$94K +$1.08K +20 +1%
WPA
1214
West Paces Advisors
Georgia
$93.1K -$4.34K -80 -4%
TFM
1215
TFC Financial Management
Massachusetts
$93K +$93K +1,722 New
TC
1216
Trust Company
Kansas
$91K -$3.8K -70 -4%
ARMC
1217
American Research & Management Company
Massachusetts
$91K – – –
GSWM
1218
Golden State Wealth Management
California
$91K +$91K +1,673 New
JGIA
1219
Jackson Grant Investment Advisers
Connecticut
$90K +$1.03K +19 +1%
NSB
1220
Norway Savings Bank
Maine
$88K -$4.08K -75 -4%
BWL
1221
Bogart Wealth LLC
Virginia
$86K -$4.06K -75 -5%
PCM
1222
Penserra Capital Management
California
$85K +$4.87K +90 +6%
KTC
1223
Kistler-Tiffany Companies
Pennsylvania
$84K +$15.4K +285 +22%
APW
1224
Acima Private Wealth
Virginia
$81K – – –
SAM
1225
S.A. Mason
Michigan
$81K – – –
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