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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 %
SFG
1301
Sowa Financial Group
Rhode Island
$21K 400 – –
PMFA
1302
Plante Moran Financial Advisors
Michigan
$21K 400 – –
WCMN
1303
Westchester Capital Management (Nebraska)
Nebraska
$21K 400 – –
LWA
1304
Lenox Wealth Advisors
New York
$21K 412 – –
AP
1305
Atwood & Palmer
Missouri
$21K 400 – –
MWP
1306
Meridian Wealth Partners
Pennsylvania
$20K 380 +4 +1%
AWM
1307
Apollon Wealth Management
South Carolina
$19K 359 +359 New
TCM
1308
Tradewinds Capital Management
Washington
$18K 338 – –
RAM
1309
Riggs Asset Management
Pennsylvania
$18K 350 – –
TF
1310
TimeScale Financial
Massachusetts
$18K 347 +100 +40%
WTC
1311
WhitTier Trust Company
Nevada
$17K 320 – –
EWM
1312
Edge Wealth Management
New York
$17K 325 – –
FPFS
1313
First Personal Financial Services
North Carolina
$17K 320 +320 New
RIA
1314
RPG Investment Advisory
California
$16K 300 +200 +200%
FMB
1315
Field & Main Bank
Kentucky
$16K 300 +300 New
CCM
1316
Cribstone Capital Management
Maine
$15K 295 -221 -43%
BAM
1317
Bellevue Asset Management
Washington
$14K 270 – –
EWA
1318
Evolution Wealth Advisors
Florida
$14K 266 +266 New
CIAS
1319
CBIZ Investment Advisory Services
Ohio
– – – –
RCA
1320
Reitz Capital Advisors
Michigan
$13K 250 +250 New
LFG
1321
Larson Financial Group
Missouri
$12K 225 – –
WLPWM
1322
Walled Lake Planning & Wealth Management
Illinois
$12K 240 – –
RWG
1323
Regal Wealth Group
California
$12K 241 +241 New
IRAG
1324
Investment Research & Advisory Group
Georgia
$11K 205 – –
HCM
1325
Highlander Capital Management
New Jersey
$11K 220 – –
51 52
53
54 55