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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 %
AIM
1376
Aigen Investment Management
New York
– -$1.13M -21,743 Closed
Walleye Trading
1377
Walleye Trading
New York
– -$1.11M -21,383 Closed
PFT
1378
Providence First Trust
Arizona
– -$1.1M -21,212 Closed
LP
1379
LMR Partners
United Kingdom
– -$1.02M -19,600 Closed
CCT
1380
Capital City Trust
Florida
– -$953K -18,381 Closed
BPM
1381
Bowling Portfolio Management
Ohio
– -$913K -17,611 Closed
RIA
1382
Regal Investment Advisors
Michigan
– -$860K -16,592 Closed
RIM
1383
Rampart Investment Management
Connecticut
– -$760K -14,649 Closed
BAM
1384
Blueshift Asset Management
New Jersey
– -$687K -13,258 Closed
Verition Fund Management
1385
Verition Fund Management
Connecticut
– -$676K -13,030 Closed
CC
1386
Cipher Capital
New York
– -$663K -12,793 Closed
MERSOM
1387
Municipal Employees' Retirement System of Michigan
Michigan
– -$649K -12,510 Closed
MWNA
1388
Marshall Wace North America
New York
– -$623K -12,009 Closed
RMA
1389
Roffman Miller Associates
Pennsylvania
– -$608K -11,720 Closed
VWM
1390
Venturi Wealth Management
Texas
– -$525K -10,124 Closed
NL
1391
NWAM LLC
Washington
– -$486K -9,370 Closed
ACM
1392
Anfield Capital Management
California
– -$496K -9,082 Closed
ALAM
1393
Asahi Life Asset Management
Japan
– -$445K -8,580 Closed
QT
1394
Quantamental Technologies
New York
– -$428K -8,251 Closed
CG
1395
Caprock Group
Idaho
– -$423K -8,151 Closed
BCM
1396
Bayesian Capital Management
New York
– -$381K -7,347 Closed
HS
1397
Haafor (Singapore)
Singapore
– -$363K -6,996 Closed
BRWM
1398
B. Riley Wealth Management
Tennessee
– -$359K -6,920 Closed
FRM
1399
Fox Run Management
Connecticut
– -$354K -6,832 Closed
SCA
1400
Stokes Capital Advisors
South Carolina
– -$348K -6,710 Closed
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56
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