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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 %
HIA
1251
Harbor Investment Advisory
Maryland
$48K – – –
CWM
1252
Cranbrook Wealth Management
Michigan
$48K – – –
SFA
1253
Semmax Financial Advisors
North Carolina
$47K -$7.77K -142 -14%
KCM
1254
Kathmere Capital Management
Pennsylvania
$47K +$47K +875 New
LWCFA
1255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K – – –
PWMG
1256
Prestige Wealth Management Group
New Jersey
$46K +$1.34K +25 +3%
LC
1257
Lindbrook Capital
California
$44K -$1.36K -25 -3%
FWM
1258
Focused Wealth Management
New York
$44K – – –
PCWA
1259
Pacific Capital Wealth Advisors
California
$44K +$44K +815 New
DOA
1260
D'Orazio & Associates
Virginia
$43K -$8.98K -167 -17%
AWM
1261
AllSquare Wealth Management
New York
$41K – – –
ME
1262
McIlrath & Eck
Washington
$41K – – –
EIP
1263
Ellis Investment Partners
Pennsylvania
$41K – – –
JFA
1264
JNBA Financial Advisors
Minnesota
$39K -$2.72K -50 -7%
HWM
1265
HighMark Wealth Management
Minnesota
$39K – – –
CAL
1266
Capital Advisors Ltd
Ohio
$37K – – –
MCM
1267
MV Capital Management
Maryland
$36K – – –
LB
1268
Legacy Bridge
Iowa
$33K – – –
CRCM
1269
Corbett Road Capital Management
Virginia
$33K +$379 +7 +1%
CIA
1270
Cascade Investment Advisors
Oregon
$32.5K – – –
LF
1271
Lee Financial
Texas
$30K -$20.9K -383 -41%
RIM
1272
Rockbridge Investment Management
New York
$30K -$16.2K -297 -35%
AW
1273
Alpha Windward
Massachusetts
$29K -$2.11K -39 -7%
EWM
1274
Endurance Wealth Management
Rhode Island
$29K – – –
MWA
1275
Moser Wealth Advisors
Washington
$29K – – –
49 50
51
52 53