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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
0.19%
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 %
1W
1351
1776 Wealth
Georgia
$5K 115 -15 -12%
BAM
1352
Barrett Asset Management
New York
$5K 100 – –
CYG
1353
Clean Yield Group
Vermont
$5K 100 – –
WAS
1354
Winch Advisory Services
Wisconsin
$5K 94 +1 +1%
JWA
1355
JFS Wealth Advisors
Pennsylvania
$3K 66 -1,419 -96%
AWM
1356
Avior Wealth Management
Nebraska
$3K 68 +68 New
IWP
1357
IAG Wealth Partners
Wisconsin
$2K 22 -26 -54%
HIM
1358
Hillsdale Investment Management
Ontario, Canada
$2K 30 – –
HI
1359
Hudock Inc
Pennsylvania
$2K 53 +1 +2%
MA
1360
Modus Advisors
Minnesota
$2K 30 +30 New
CAM
1361
Costello Asset Management
Pennsylvania
$2K 37 +37 New
EI
1362
Ellevest Inc
New York
$2K 41 +41 New
TFA
1363
Transamerica Financial Advisors
Florida
$1K 4 +4 New
TI
1364
tru Independence
Oregon
$332 6,400 +222 +4%
WIM
1365
Westside Investment Management
California
$11 214 – –
PAMU
1366
Pictet Asset Management (UK)
United Kingdom
– – -6,930,066 Closed
Wellington Management Group
1367
Wellington Management Group
Massachusetts
– – -1,173,828 Closed
BCM
1368
Bridgeway Capital Management
Texas
– – -610,200 Closed
KOCAA
1369
Knights of Columbus Asset Advisors
Connecticut
– – -181,082 Closed
Arrowstreet Capital
1370
Arrowstreet Capital
Massachusetts
– – -103,000 Closed
Jacobs Levy Equity Management
1371
Jacobs Levy Equity Management
New Jersey
– – -91,353 Closed
WG
1372
Winton Group
United Kingdom
– – -79,453 Closed
PIA
1373
Piedmont Investment Advisors
North Carolina
– – -77,566 Closed
AIS
1374
Accurate Investment Solutions
Pennsylvania
– – -75,108 Closed
OPPTF
1375
OPSEU Pension Plan Trust Fund
Ontario, Canada
– – -62,411 Closed
53 54
55
56 57