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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 %
AFA
1426
Atlanta Financial Associates
Georgia
– – -3,815 Closed
OPA
1427
Old Port Advisors
Maine
– – -3,792 Closed
GAG
1428
GM Advisory Group
New York
– – -3,792 Closed
CC
1429
Courier Capital
New York
– – -3,764 Closed
NFG
1430
Nadler Financial Group
Illinois
– – -3,710 Closed
AWCI
1431
Alpine Woods Capital Investors
New York
– – -3,700 Closed
WQ
1432
Wealth Quarterback
New Jersey
– – -3,697 Closed
RFM
1433
Royal Fund Management
Florida
– – -3,336 Closed
Marshall Wace
1434
Marshall Wace
United Kingdom
– – -2,886 Closed
OAM
1435
Oppenheimer Asset Management
New York
– – -2,089 Closed
DWM
1436
Darwin Wealth Management
Florida
– – -1,865 Closed
HIIFS
1437
Harel Insurance Investments & Financial Services
Israel
– – -1,676 Closed
CBT
1438
Capital Bank & Trust
California
– – -1,500 Closed
QAM
1439
QCI Asset Management
New York
– – -1,320 Closed
GSWM
1440
Golden State Wealth Management
California
– – -1,033 Closed
MWM
1441
MBE Wealth Management
Wisconsin
– – -915 Closed
PHK
1442
Point72 Hong Kong
Hong Kong
– – -633 Closed
SL
1443
Salomon & Ludwin
Virginia
– – -519 Closed
SMFS
1444
Squar Milner Financial Services
California
– – -500 Closed
FGAM
1445
Financial Gravity Asset Management
Texas
– – -362 Closed
JPLA
1446
Joseph P. Lucia & Associates
New York
– – -350 Closed
VEA
1447
Virtus ETF Advisers
New York
– – -302 Closed
AC
1448
AlphaCore Capital
California
– – -200 Closed
FWM
1449
Filbrandt Wealth Management
Wisconsin
$0 2 -156 -99%
GIC
1450
Gantzert Investment Company
Illinois
– – -150 Closed
55 56 57
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