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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FMTCOCP
1276
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K 702 – –
GFPC
1277
Global Financial Private Client
Florida
$34K 644 -77 -11%
MCM
1278
MV Capital Management
Maryland
$34K 662 +562 +562%
HFM
1279
Harvest Fund Management
China
$33K 639 -491 -43%
LWM
1280
Liberty Wealth Management
California
$33K 646 +219 +51%
CIA
1281
Cascade Investment Advisors
Oregon
$31.1K 600 – –
WB
1282
Webster Bank
Connecticut
$31K 596 – –
CRCM
1283
Corbett Road Capital Management
Virginia
$31K 602 – –
LB
1284
Legacy Bridge
Iowa
$31K 600 +600 New
FDCDDQ
1285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.1K 580 – –
AW
1286
Alpha Windward
Massachusetts
$30K 574 +10 +2%
KWM
1287
Keebeck Wealth Management
Illinois
$29K 567 +567 New
EWM
1288
Endurance Wealth Management
Rhode Island
$28K 534 – –
MWA
1289
Moser Wealth Advisors
Washington
$28K 537 – –
SSWG
1290
Seven Springs Wealth Group
Tennessee
$27K 525 – –
CWA
1291
Carolina Wealth Advisors
South Carolina
$26K 502 – –
EWP
1292
Engrave Wealth Partners
Texas
$26K 507 +3 +0.6%
SCA
1293
Stuart Chaussee & Associates
California
$25K 485 – –
SIAP
1294
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K 500 – –
VNA
1295
Valley National Advisers
Pennsylvania
$24K 471 – –
MFT
1296
Moisand Fitzgerald Tamayo
Florida
$24K 470 – –
GAM
1297
Gemmer Asset Management
California
$23K 451 – –
Loomis, Sayles & Company
1298
Loomis, Sayles & Company
Massachusetts
$22K 428 -23 -5%
HB
1299
Horizon Bancorp
Indiana
$22K 425 – –
IAS
1300
IMA Advisory Services
Colorado
$22K 431 – –
50 51
52
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