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Southern Company
SO

Overview Fund Activity

1,361 hedge funds and large institutions have $34.1B invested in Southern Company in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 483 increasing their positions, 601 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-81
Holders Change %
-5.62%
% of All Funds
30.06%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.62%
New
95
Increased
483
Reduced
601
Closed
156
Calls
$223M
Puts
$136M
Net Calls
+$87.5M
Net Calls Change
+$146M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$5.01B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.97B
3
Renaissance Technologies
Renaissance Technologies
New York
$412M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$375M
5
PP
Prudential plc
United Kingdom
$68.7M

Top Sellers

1
ZP
Zimmer Partners
New York
$66.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$702M
3
Goldman Sachs
Goldman Sachs
New York
$327M
4
BlackRock
BlackRock
New York
$4.16B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
1376
Atria Investments
North Carolina
– -$2.2M -34,499 Closed
Holocene Advisors
1377
Holocene Advisors
New York
– -$2.13M -33,505 Closed
CCMW
1378
Cypress Capital Management (Wyoming)
Wyoming
– -$1.26M -19,781 Closed
Wealth Enhancement Advisory Services
1379
Wealth Enhancement Advisory Services
Minnesota
– -$1.25M -19,563 Closed
GAM
1380
GQ Asset Management
New York
– -$1.13M -17,718 Closed
SSG
1381
Summit Securities Group
New York
– -$1.13M -17,700 Closed
TC
1382
Trilogy Capital
California
– -$1.09M -17,331 Closed
PAS
1383
Park Avenue Securities
New York
– -$1.1M -17,259 Closed
FAT
1384
First American Trust
California
– -$1.04M -16,260 Closed
SCP
1385
Syntal Capital Partners
Texas
– -$972K -15,263 Closed
BS
1386
Banco Santander
Spain
– -$951K -14,923 Closed
ABTD
1387
Arvest Bank Trust Division
Oklahoma
– -$895K -14,051 Closed
RIA
1388
Regal Investment Advisors
Michigan
– -$893K -14,024 Closed
AAM
1389
American Asset Management
Florida
– -$868K -13,621 Closed
MFG
1390
Menard Financial Group
Texas
– -$835K -13,095 Closed
WKWM
1391
Walter & Keenan Wealth Management
Indiana
– -$741K -11,625 Closed
PP
1392
Parplus Partners
New York
– -$726K -11,393 Closed
MGWM
1393
Marks Group Wealth Management
Minnesota
– -$695K -10,907 Closed
PL
1394
Perpetual Ltd
Australia
– -$679K -10,684 Closed
NVCHI
1395
New Vernon Capital Holdings II
New Jersey
– -$674K -10,577 Closed
HT
1396
HAP Trading
New York
– -$651K -10,224 Closed
CCM
1397
Crabel Capital Management
California
– -$567K -8,895 Closed
PI
1398
PEAK6 Investments
Illinois
– -$524K -8,230 Closed
IAMOG
1399
Investors Asset Management of Georgia
Georgia
– -$514K -8,076 Closed
EWA
1400
ERTS Wealth Advisors
Michigan
– -$514K -8,062 Closed
54 55
56
57 58