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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 %
IC
1401
IEQ Capital
California
– – -6,705 Closed
BAC
1402
Boys Arnold & Co
North Carolina
– – -6,273 Closed
RIG
1403
Roosevelt Investment Group
New York
– – -6,045 Closed
Luther King Capital Management (LKCM)
1404
Luther King Capital Management (LKCM)
Texas
– – -5,813 Closed
MWM
1405
Mission Wealth Management
California
– – -5,808 Closed
CA
1406
Commerzbank Aktiengesellschaft
Germany
– – -5,772 Closed
MWM
1407
MinichMacGregor Wealth Management
New York
– – -5,688 Closed
CC
1408
Centiva Capital
New York
– – -5,530 Closed
HR
1409
Howe & Rusling
New York
– – -5,392 Closed
OL
1410
Optas LLC
Texas
– – -5,259 Closed
AAMC
1411
Asset Allocation & Management Company
Illinois
– – -5,217 Closed
EWF
1412
Epstein & White Financial
California
– – -5,105 Closed
SIM
1413
Stratos Investment Management
Ohio
– – -5,037 Closed
MWM
1414
Merriman Wealth Management
Washington
– – -4,474 Closed
DAC
1415
Dividend Assets Capital
South Carolina
– – -4,440 Closed
Cerity Partners
1416
Cerity Partners
New York
– – -4,406 Closed
MPW
1417
Monterey Private Wealth
California
– – -4,388 Closed
FCBT
1418
First Citizens Bank & Trust
North Carolina
– – -4,092 Closed
LNB
1419
Ledyard National Bank
– – -4,087 Closed
ARMT
1420
Amica Retiree Medical Trust
Rhode Island
– – -4,007 Closed
SW
1421
StrongBox Wealth
Missouri
– – -3,978 Closed
GGI
1422
Godsey & Gibb Inc
Virginia
– – -3,955 Closed
DDC
1423
DF Dent & Co
Maryland
– – -3,949 Closed
TFS
1424
Thoroughbred Financial Services
Tennessee
– – -3,922 Closed
AMAL
1425
Asset Management Advisors LLC
Oklahoma
– – -3,900 Closed
55 56
57
58 59