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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 %
AWM
1451
Affinity Wealth Management
Delaware
– -$219K -3,435 Closed
CFG
1452
Cooper Financial Group
California
– -$217K -3,410 Closed
AIA
1453
Affinity Investment Advisors
California
– -$217K -3,410 Closed
LOAMS
1454
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$217K -3,405 Closed
IIC
1455
Integrated Investment Consultants
Michigan
– -$217K -3,404 Closed
NJBEST
1456
New Jersey Better Educational Savings Trust
New Jersey
– -$217K -3,400 Closed
RIS
1457
Retirement Income Solutions
Michigan
– -$216K -3,396 Closed
CSPIA
1458
Cary Street Partners Investment Advisory
Virginia
– -$215K -3,375 Closed
WA
1459
Wealth Architects
California
– -$214K -3,357 Closed
PVWM
1460
Point View Wealth Management
New Jersey
– -$214K -3,352 Closed
VWM
1461
Valley Wealth Managers
New Jersey
– -$214K -3,350 Closed
HWMG
1462
Hurlow Wealth Management Group
Indiana
– -$219K -3,341 Closed
WCM
1463
WealthBridge Capital Management
Ohio
– -$213K -3,336 Closed
AWM
1464
Aries Wealth Management
Maine
– -$209K -3,325 Closed
PFC
1465
Phocas Financial Corp
California
– -$210K -3,310 Closed
BBWA
1466
Bell & Brown Wealth Advisors
California
– -$216K -3,305 Closed
FMC
1467
First Merchants Corp
Indiana
– -$207K -3,250 Closed
MFG
1468
MidWestOne Financial Group
Iowa
– -$207K -3,250 Closed
WI
1469
Wedgewood Investors
Pennsylvania
– -$207K -3,250 Closed
BFS
1470
Bradley Foster & Sargent
Connecticut
– -$203K -3,183 Closed
NCM
1471
Noesis Capital Mangement
Florida
– -$201K -3,150 Closed
FCFC
1472
First Citizens Financial Corp
Iowa
– -$200K -3,143 Closed
MWM
1473
Modera Wealth Management
New Jersey
– -$200K -3,132 Closed
GLI
1474
Guardian Life Insurance
New York
– -$197K -3,088 Closed
CRWM
1475
Castle Rock Wealth Management
California
– -$209K -3,050 Closed
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59
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