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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
$900M
3
Franklin Resources
Franklin Resources
California
$1.51B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$54.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$68.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$262M
2
State Street
State Street
Massachusetts
$2.93B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.01B
4
Nordea Investment Management
Nordea Investment Management
Sweden
$78.9M
5
Goldman Sachs
Goldman Sachs
New York
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
1326
Clearstead Trust
Maine
$10K +$10K +191 New
SL
1327
Savior LLC
Massachusetts
$9K -$226 -4 -2%
PK
1328
Pflug Koory
Nebraska
$9K – – –
BCM
1329
Bourgeon Capital Management
Connecticut
$9K – – –
BWA
1330
Burt Wealth Advisors
Maryland
$9K – – –
RG
1331
Retirement Group
California
$8K – – –
WCG
1332
Weaver Consulting Group
California
$8K – – –
SC
1333
Steph & Co
Wisconsin
$8K +$8K +140 New
AWM
1334
Adams Wealth Management
Utah
$8K +$8K +150 New
SGAM
1335
Smith Group Asset Management
Texas
$7K – – –
CP
1336
Corbenic Partners
Pennsylvania
$7K – – –
TVWM
1337
Tower View Wealth Management
Wisconsin
$7K +$56 +1 +0.8%
SMG
1338
Spectrum Management Group
Indiana
$7K +$1.26K +24 +22%
AWMS
1339
Advocacy Wealth Management Services
Georgia
$6K – – –
CB
1340
CNB Bank
Pennsylvania
$6K – – –
BFG
1341
Baron Financial Group
New Jersey
$5.42K +$5.42K +100 New
RCA
1342
Ranch Capital Advisors
Florida
$5K -$851 -16 -15%
CYG
1343
Clean Yield Group
Vermont
$5K – – –
BAM
1344
Barrett Asset Management
New York
$5K – – –
WAS
1345
Winch Advisory Services
Wisconsin
$5K +$53 +1 +1%
JWA
1346
JFS Wealth Advisors
Pennsylvania
$4K – – –
Millennium Management
1347
Millennium Management
New York
$3.46K -$4.85K -89,375 -58%
AWM
1348
Avior Wealth Management
Nebraska
$3K – – –
HIM
1349
Hillsdale Investment Management
Ontario, Canada
$3K +$1.2K +20 +67%
HI
1350
Hudock Inc
Pennsylvania
$2K – – –
52 53
54
55 56