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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.

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
1
Pictet Asset Management (UK)
United Kingdom
$382M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$900M
3
Franklin Resources
3
Franklin Resources
California
$1.51B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$54.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$68.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$262M
2
State Street
2
State Street
Massachusetts
$2.93B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.01B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$78.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
PI
101
Putnam Investments
Massachusetts
$31.5M 580,346 +528,080 +1,010%
AG
102
Aperio Group
California
$30.7M 566,099 -29,785 -5%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$30.6M 564,927 +8,067 +1%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$30.5M 563,249 +4,036 +0.7%
SO
105
STRS Ohio
Ohio
$29.5M 543,273 -38,179 -7%
KBC Group
106
KBC Group
Belgium
$29.3M 539,700 -1,674 -0.3%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$28.9M 476,778 – –
ACI
108
AMP Capital Investors
Australia
$28.6M 533,139 +10,024 +2%
MAM
109
Magellan Asset Management
Australia
$28.4M 523,096 +36,852 +8%
Aberdeen Group
110
Aberdeen Group
United Kingdom
$27.8M 512,885 -71,476 -12%
HAI
111
Hennessy Advisors Inc
California
$27.8M 512,200 -35,000 -6%
CIA
112
Capital Investment Advisors
Georgia
$26.2M 483,655 +16,854 +4%
VDI
113
Vaughan David Investments
Illinois
$25.8M 476,347 +8,267 +2%
TD Asset Management
114
TD Asset Management
Ontario, Canada
$25M 461,431 +83,061 +22%
SG Americas Securities
115
SG Americas Securities
New York
$24.7M 455,127 +349,154 +329%
LC
116
LNZ Capital
New York
$24.7M 455,000 +455,000 New
Natixis Advisors
117
Natixis Advisors
Massachusetts
$24.6M 454,145 -19,465 -4%
GF
118
Gabelli Funds
New York
$24.5M 451,900 – –
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$24M 443,404 +2,040 +0.5%
American Century Companies
120
American Century Companies
Missouri
$24M 441,828 +71,351 +19%
CDH
121
Charles D. Hyman
$23.4M 431,951 -165 -0%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$23.1M 425,670 -25,826 -6%
GHA
123
GW Henssler & Associates
Georgia
$22.6M 417,052 +14,126 +4%
DCM
124
Donaldson Capital Management
Indiana
$22.2M 408,637 -1,396 -0.3%
Royal London Asset Management
125
Royal London Asset Management
United Kingdom
$21.6M 402,698 -2,050 -0.5%
3 4
5
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