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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
Pictet Asset Management (UK)
United Kingdom
+$382M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$120M
3
Franklin Resources
Franklin Resources
California
+$64.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$52.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$170M
2
State Street
State Street
Massachusetts
-$99.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$91.2M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$81.4M
5
Goldman Sachs
Goldman Sachs
New York
-$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
Becker Capital Management
Oregon
$8.04M -$249K -4,585 -3%
AAS
202
Avantax Advisory Services
Texas
$7.95M +$5.67M +104,510 +249%
KeyBank National Association
203
KeyBank National Association
Ohio
$7.84M -$313K -5,773 -4%
MLICM
204
Metropolitan Life Insurance Company (MetLife)
New York
$7.82M -$344K -6,350 -4%
SAM
205
Shell Asset Management
Netherlands
$7.79M -$245K -4,525 -3%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$7.79M -$1.02M -18,692 -12%
Schroder Investment Management Group
207
Schroder Investment Management Group
United Kingdom
$7.78M -$183K -3,251 -2%
IIM
208
Intact Investment Management
Quebec, Canada
$7.77M +$347K +6,400 +5%
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$7.73M +$10.8K +200 +0.1%
EVM
210
Eaton Vance Management
Massachusetts
$7.66M -$180K -3,319 -2%
VanEck Associates
211
VanEck Associates
New York
$7.65M +$475K +8,759 +7%
LIM
212
Leavell Investment Management
Alabama
$7.63M +$52.1K +961 +0.7%
B
213
Bridgeworth
Alabama
$7.58M +$100K +1,850 +1%
AMG
214
Advisors Management Group
Wisconsin
$7.54M -$26.4K -487 -0.3%
MDCM
215
Morgan Dempsey Capital Management
Wisconsin
$7.53M +$270K +4,981 +4%
MOACM
216
Mutual of America Capital Management
New York
$7.43M -$382K -7,038 -5%
MCM
217
Maryland Capital Management
Maryland
$7.43M +$764K +14,088 +11%
SI
218
Stephens Inc
Arkansas
$7.34M +$54 +1 +0%
TH
219
TCTC Holdings
Texas
$7.31M -$38K -701 -0.5%
AWM
220
AE Wealth Management
Kansas
$7.17M -$175K -3,232 -2%
BGIM
221
Brandywine Global Investment Management
Pennsylvania
$7.11M +$1.01M +18,586 +17%
Allianz Asset Management
222
Allianz Asset Management
Germany
$7.09M -$15.1M -278,589 -68%
1IA
223
1834 Investment Advisors
Wisconsin
$7.09M +$6.52M +120,305 +1,153%
ECM
224
ExodusPoint Capital Management
New York
$7.02M -$8.63M -159,240 -55%
VI
225
Vestcor Inc
New Brunswick, Canada
$7.02M -$256K -4,729 -4%
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