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Southern Company
SO

Overview Fund Activity

1,490 hedge funds and large institutions have $38.2B invested in Southern Company in 2020 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 525 increasing their positions, 529 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,490
Holders Change
+134
Holders Change %
+9.88%
% of All Funds
26.44%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
227
Increased
525
Reduced
529
Closed
70
Calls
$222M
Puts
$155M
Net Calls
+$67.3M
Net Calls Change
-$82.1M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$258M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$208M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$198M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$141M

Top Sellers

1
BlackRock
BlackRock
New York
-$140M
2
State Street
State Street
Massachusetts
-$114M
3
KBC Group
KBC Group
Belgium
-$103M
4
Norges Bank
Norges Bank
Norway
-$102M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
226
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.11M +$2.1M +34,124 +35%
1IA
227
1834 Investment Advisors
Wisconsin
$8.1M +$71.7K +1,167 +0.9%
TH
228
TCTC Holdings
Texas
$8.03M -$246K -4,000 -3%
ERIM
229
Eagle Ridge Investment Management
Connecticut
$8M +$136K +2,215 +2%
BCM
230
Buckhead Capital Management
Georgia
$7.99M +$74.7K +1,216 +0.9%
Assenagon Asset Management
231
Assenagon Asset Management
Luxembourg
$7.98M +$4.03M +65,543 +102%
BCM
232
Becker Capital Management
Oregon
$7.97M -$1.13M -18,449 -12%
BFA
233
Bragg Financial Advisors
North Carolina
$7.93M +$27.2K +443 +0.3%
VI
234
Vestcor Inc
New Brunswick, Canada
$7.84M -$110K -1,788 -1%
DnB Asset Management
235
DnB Asset Management
Norway
$7.68M +$1.07M +17,366 +16%
NIA
236
Northstar Investment Advisors
Colorado
$7.64M +$6.51K +106 +0.1%
HHAM
237
HITE Hedge Asset Management
Massachusetts
$7.59M +$7.59M +123,494 New
HIMCH
238
Hartford Investment Management Co (HIMCO)
Connecticut
$7.58M +$808K +13,160 +12%
TNBTD
239
Trustmark National Bank Trust Department
Mississippi
$7.46M -$23.3K -379 -0.3%
RT
240
Rockland Trust
Massachusetts
$7.42M -$139K -2,256 -2%
EIA
241
Edgemoor Investment Advisors
Maryland
$7.34M -$6.82K -111 -0.1%
WBC
242
Westpac Banking Corp
Australia
$7.33M +$1.87M +30,385 +34%
MDCM
243
Morgan Dempsey Capital Management
Wisconsin
$7.08M -$1.45M -23,682 -17%
ABC
244
Associated Banc-Corp
Wisconsin
$7.04M -$295K -4,800 -4%
AAM
245
Advisors Asset Management
Colorado
$6.89M -$3.55M -57,754 -34%
KCM
246
Kanawha Capital Management
Virginia
$6.88M +$182K +2,970 +3%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$6.81M +$4.5M +73,313 +195%
RIM
248
Redpoint Investment Management
Australia
$6.78M -$309K -5,038 -4%
SDIC
249
South Dakota Investment Council
South Dakota
$6.76M -$1.16M -18,900 -15%
SAM
250
Shell Asset Management
Netherlands
$6.58M -$2.25M -36,584 -25%
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