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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 %
BOPW
1426
Brandywine Oak Private Wealth
Pennsylvania
– -$265K -4,164 Closed
TSS
1427
Two Sigma Securities
New York
– -$265K -4,156 Closed
MCM
1428
Maple Capital Management
Vermont
– -$256K -4,015 Closed
WPW
1429
Waldron Private Wealth
Pennsylvania
– -$243K -3,827 Closed
WRM
1430
Weybosset Research & Management
Rhode Island
– -$242K -3,800 Closed
FAM
1431
Formidable Asset Management
Ohio
– -$256K -3,760 Closed
CFS
1432
Cannon Financial Strategists
Georgia
– -$239K -3,750 Closed
9WM
1433
9258 Wealth Management
Ohio
– -$236K -3,709 Closed
FA
1434
FCG Advisors
New Jersey
– -$236K -3,701 Closed
BFA
1435
Brendel Financial Advisors
New Hampshire
– -$234K -3,670 Closed
NEPPG
1436
New England Professional Planning Group
Rhode Island
– -$233K -3,659 Closed
IC
1437
Inverness Counsel
New York
– -$233K -3,650 Closed
AWA
1438
Arete Wealth Advisors
Illinois
– -$230K -3,604 Closed
MGIA
1439
Moneta Group Investment Advisors
Missouri
– -$229K -3,595 Closed
ATWA
1440
Arbor Trust Wealth Advisors
Michigan
– -$229K -3,593 Closed
TTWM
1441
TCV Trust & Wealth Management
Virginia
– -$228K -3,583 Closed
SLWS
1442
Swaine & Leidel Wealth Services
Florida
– -$228K -3,578 Closed
FWP
1443
FAS Wealth Partners
Kansas
– -$224K -3,513 Closed
CTI
1444
Community Trust & Investment
Kentucky
– -$223K -3,500 Closed
SLT
1445
St Louis Trust
Missouri
– -$223K -3,500 Closed
OWA
1446
Outlook Wealth Advisors
Texas
– -$222K -3,496 Closed
EPWM
1447
Essex Private Wealth Management
Massachusetts
– -$221K -3,480 Closed
AFAS
1448
Acorn Financial Advisory Services
Virginia
– -$220K -3,459 Closed
HWA
1449
HCR Wealth Advisors
California
– -$220K -3,446 Closed
IIC
1450
Ironwood Investment Counsel
Arizona
– -$219K -3,445 Closed
56 57
58
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