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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 %
Creative Planning
176
Creative Planning
Kansas
$11.3M -$129K -2,391 -1%
IAA
177
Independent Advisor Alliance
North Carolina
$11M -$2.2M -40,557 -17%
GT
178
Glenmede Trust
Pennsylvania
$10.9M – – –
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$10.8M +$894K +16,514 +9%
URS
180
Utah Retirement Systems
Utah
$10.8M – – –
SIM
181
Sadoff Investment Management
Wisconsin
$10.6M -$271K -5,000 -2%
FCI
182
Financial Counselors Inc
Kansas
$10.6M +$2.98M +55,014 +39%
Calamos Advisors
183
Calamos Advisors
Illinois
$10.4M -$1.1M -20,301 -10%
AII
184
AGF Investments Inc
Ontario, Canada
$10.4M +$10.4M +191,181 New
TPSF
185
Texas Permanent School Fund
Texas
$10.3M +$277K +5,123 +3%
Skandinaviska Enskilda Banken (SEB)
186
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.3M +$956K +17,663 +10%
CAMG
187
CWA Asset Management Group
Florida
$10.2M -$128K -2,373 -1%
RIM
188
Redpoint Investment Management
Australia
$10.1M +$3.04M +56,142 +43%
M&T Bank
189
M&T Bank
New York
$10M +$17.5K +323 +0.2%
Voloridge Investment Management
190
Voloridge Investment Management
Florida
$10M +$10M +184,652 New
AIMCA
191
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.97M +$9.97M +184,100 New
VV
192
Verity & Verity
South Carolina
$9.82M -$590K -10,893 -6%
KOCAA
193
Knights of Columbus Asset Advisors
Connecticut
$9.8M +$254K +4,699 +3%
Los Angeles Capital Management
194
Los Angeles Capital Management
California
$9.7M +$7.5M +138,611 +341%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$9.47M -$1.6M -29,616 -14%
Nordea Investment Management
196
Nordea Investment Management
Sweden
$9.36M +$1.14M +20,503 +14%
SAM
197
Shell Asset Management
Netherlands
$9.27M +$404K +7,468 +5%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$9.23M +$752K +13,890 +9%
VRS
199
Virginia Retirement Systems
Virginia
$9.21M +$5.41K +100 +0.1%
ACC
200
Accident Compensation Corp
New Zealand
$9.01M -$920K -17,000 -9%
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