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Southern Company
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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 %
TD Asset Management
126
TD Asset Management
Ontario, Canada
$21.2M -$3.51M -64,880 -14%
MAM
127
Magellan Asset Management
Australia
$21.2M -$1.54M -28,485 -7%
UIM
128
USS Investment Management
United Kingdom
$21.2M -$2.74M -50,647 -11%
DZ Bank
129
DZ Bank
Germany
$21.1M +$1.94M +35,822 +10%
UCFA
130
United Capital Financial Advisors
Texas
$20.9M -$379K -6,992 -2%
EIP
131
Energy Income Partners
Connecticut
$20.8M +$20M +370,122 +2,555%
GC
132
Guggenheim Capital
Illinois
$20.5M -$2.69M -49,716 -12%
DCM
133
Donaldson Capital Management
Indiana
$20.5M +$19.9M +367,874 +3,323%
Nomura Asset Management
134
Nomura Asset Management
Japan
$20.5M +$447K +8,254 +2%
6M
135
6 Meridian
Kansas
$20.3M +$2.79M +51,563 +16%
SEI Investments
136
SEI Investments
Pennsylvania
$20.3M +$3.9M +72,047 +24%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$20.1M +$872K +16,103 +5%
Aviva
138
Aviva
United Kingdom
$19.8M +$21K +388 +0.1%
GHA
139
GW Henssler & Associates
Georgia
$19.7M +$4.09M +75,584 +26%
MAM
140
Martingale Asset Management
Massachusetts
$19.4M -$4.35M -80,339 -18%
CAI
141
Capital Advisors Inc
Oklahoma
$18.9M +$2.26M +41,761 +14%
ST
142
Sabal Trust
Florida
$18.7M -$1.63M -30,172 -8%
US Bancorp
143
US Bancorp
Minnesota
$18.6M -$418K -7,716 -2%
AIG
144
American International Group
New York
$18.4M +$162K +2,987 +0.9%
American Century Companies
145
American Century Companies
Missouri
$18.3M -$526K -9,718 -3%
SG Americas Securities
146
SG Americas Securities
New York
$18.3M -$462K -8,537 -2%
Acadian Asset Management
147
Acadian Asset Management
Massachusetts
$18M +$211K +3,895 +1%
WIC
148
Willis Investment Counsel
Georgia
$17.6M +$32.5K +600 +0.2%
NPF
149
Norris Perne & French
Michigan
$17.5M -$406K -7,496 -2%
Natixis Advisors
150
Natixis Advisors
Massachusetts
$17.5M +$660K +12,192 +4%
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