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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 %
TC
1226
Truvestments Capital
Florida
$79K -$484K -8,940 -86%
AssetMark Inc
1227
AssetMark Inc
California
$79K +$37.5K +688 +91%
BWM
1228
Baystate Wealth Management
Massachusetts
$75K +$54 +1 +0.1%
MA
1229
MCF Advisors
Kentucky
$73K – – –
CAGAS
1230
Capital Advisory Group Advisory Services
Minnesota
$72K – – –
PWM
1231
Provident Wealth Management
Tennessee
$72K +$72K +1,321 New
MIFH
1232
Migdal Insurance & Financial Holdings
Israel
$71K -$8.46K -157 -11%
JFGIW
1233
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K – – –
POIA
1234
Pin Oak Investment Advisors
Texas
$69K – – –
BWM
1235
BNC Wealth Management
Oregon
$68K +$68K +1,253 New
FCH
1236
Freestone Capital Holdings
Washington
$66.4K +$66.4K +1,225 New
MLFP
1237
MPS Loria Financial Planners
Illinois
$65K -$37K -685 -36%
ADL
1238
Asset Dedication LLC
California
$62K – – –
TFA
1239
Toth Financial Advisory
Virginia
$58K +$269 +5 +0.5%
VCM
1240
Versant Capital Management
Arizona
$55K +$3.12K +58 +6%
FDCDDQ
1241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.1K +$21.7K +400 +69%
EW
1242
Evoke Wealth
California
$53K -$3.47K -64 -6%
BAM
1243
Bellevue Asset Management
Washington
$53K +$38.2K +700 +259%
PGAM
1244
Princeton Global Asset Management
New Jersey
$52K +$11.2K +208 +28%
NIC
1245
Northwest Investment Counselors
Oregon
$52K +$52K +950 New
HFS
1246
Horizon Financial Services
North Carolina
$52K +$52K +953 New
CFO
1247
CVA Family Office
Colorado
$51K +$51K +935 New
GTAM
1248
Global Trust Asset Management
Florida
$50K – – –
LWS
1249
Lucia Wealth Services
California
$49K – – –
PFGIA
1250
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$379 +7 +0.8%
48 49
50
51 52