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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 %
GAM
1276
Gemmer Asset Management
California
$29K +$4.14K +75 +17%
SSWG
1277
Seven Springs Wealth Group
Tennessee
$28K – – –
FMTCOCP
1278
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K -$10.8K -200 -28%
LWM
1279
Liberty Wealth Management
California
$27K -$7.54K -141 -22%
SIAP
1280
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K – – –
CWA
1281
Carolina Wealth Advisors
South Carolina
$27K – – –
VNA
1282
Valley National Advisers
Pennsylvania
$26K – – –
SCA
1283
Stuart Chaussee & Associates
California
$26K – – –
MFT
1284
Moisand Fitzgerald Tamayo
Florida
$25K – – –
PCTC
1285
Perkins Coie Trust Company
Washington
$23K -$57.8K -1,056 -72%
HB
1286
Horizon Bancorp
Indiana
$23K – – –
IAS
1287
IMA Advisory Services
Colorado
$23K – – –
AP
1288
Atwood & Palmer
Missouri
$22K – – –
PMFA
1289
Plante Moran Financial Advisors
Michigan
$22K – – –
LWA
1290
Lenox Wealth Advisors
New York
$22K – – –
SFG
1291
Sowa Financial Group
Rhode Island
$22K – – –
WCMN
1292
Westchester Capital Management (Nebraska)
Nebraska
$22K – – –
TF
1293
TimeScale Financial
Massachusetts
$19K +$217 +4 +1%
CBT
1294
Central Bank & Trust
Kentucky
$19K +$19K +350 New
HCA
1295
Horan Capital Advisors
Ohio
$19K +$19K +350 New
RAM
1296
Riggs Asset Management
Pennsylvania
$18K – – –
TCM
1297
Tradewinds Capital Management
Washington
$18K – – –
ST
1298
Sageworth Trust
Pennsylvania
$18K +$18K +325 New
WTC
1299
WhitTier Trust Company
Nevada
$17K – – –
FPFS
1300
First Personal Financial Services
North Carolina
$17K – – –
50 51
52
53 54