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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
1
Pictet Asset Management (UK)
United Kingdom
$382M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$900M
3
Franklin Resources
3
Franklin Resources
California
$1.51B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$54.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$68.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$262M
2
State Street
2
State Street
Massachusetts
$2.93B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.01B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$78.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
1426
CFM Wealth Partners
Texas
– -$121K -2,346 Closed
JIR
1427
James Investment Research
Ohio
– -$120K -2,321 Closed
FC
1428
FORA Capital
Florida
– -$112K -2,163 Closed
HFA
1429
Hoover Financial Advisors
Pennsylvania
– -$83K -1,594 Closed
CWM
1430
Campbell Wealth Management
Virginia
– -$80K -1,552 Closed
NICM
1431
Neo Ivy Capital Management
New York
– -$70K -1,351 Closed
BL
1432
Balentine LLC
Georgia
– -$59K -1,134 Closed
NIT
1433
NumerixS Investment Technologies
British Columbia, Canada
– -$57K -1,100 Closed
PA
1434
Perennial Advisors
New York
– -$56K -1,080 Closed
ACA
1435
Atlas Capital Advisors
Wyoming
– -$47.7K -920 Closed
GFPC
1436
Global Financial Private Client
Florida
– -$34K -644 Closed
HFM
1437
Harvest Fund Management
China
– -$33K -639 Closed
KWM
1438
Keebeck Wealth Management
Illinois
– -$29K -567 Closed
EWP
1439
Engrave Wealth Partners
Texas
– -$26K -507 Closed
Loomis, Sayles & Company
1440
Loomis, Sayles & Company
Massachusetts
– -$22K -428 Closed
MWP
1441
Meridian Wealth Partners
Pennsylvania
– -$20K -380 Closed
AWM
1442
Apollon Wealth Management
South Carolina
– -$19K -359 Closed
RCA
1443
Reitz Capital Advisors
Michigan
– -$13K -250 Closed
APWA
1444
Atlas Private Wealth Advisors
New Jersey
– -$10K -200 Closed
WR
1445
Watson Rebecca
– -$10K -200 Closed
1W
1446
1776 Wealth
Georgia
– -$5K -115 Closed
EI
1447
Ellevest Inc
New York
– -$2K -41 Closed
MA
1448
Modus Advisors
Minnesota
– -$2K -30 Closed
TFA
1449
Transamerica Financial Advisors
Florida
– -$1K -4 Closed
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