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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 %
BCV
251
Banque Cantonale Vaudoise
Switzerland
$6.44M -$620K -10,099 -9%
E
252
Ergoteles
New York
$6.43M +$6.43M +104,600 New
MFA
253
Mayflower Financial Advisors
Massachusetts
$6.34M +$6.34M +103,154 New
SWMG
254
Signature Wealth Management Group
Georgia
$6.31M +$33.8K +551 +0.5%
NAM
255
Nissay Asset Management
Japan
$6.31M -$164K -2,666 -3%
ASN
256
Advisory Services Network
Georgia
$6.26M -$182K -2,955 -3%
FPB
257
First PREMIER Bank
South Dakota
$6.23M -$217K -3,534 -3%
MIA
258
MainStreet Investment Advisors
Illinois
$6.18M -$333K -5,420 -5%
II
259
IFM Investors
Australia
$6.11M +$916K +14,913 +18%
CAC
260
Core Alternative Capital
Georgia
$5.99M -$391K -6,371 -6%
BF
261
BOK Financial
Oklahoma
$5.99M +$534K +8,687 +10%
Axa
262
Axa
France
$5.87M -$603K -9,808 -9%
AMIM
263
Aull & Monroe Investment Management
Alabama
$5.84M -$103K -1,674 -2%
BIA
264
Biondo Investment Advisors
Pennsylvania
$5.82M +$9.62K +155 +0.2%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$5.79M -$257K -4,183 -4%
Nomura Holdings
266
Nomura Holdings
Japan
$5.74M +$4.08M +66,529 +246%
RJT
267
Raymond James Trust
Florida
$5.69M +$195K +3,180 +4%
SAM
268
Securian Asset Management
Minnesota
$5.69M -$218K -3,542 -4%
NIPH
269
NN Investment Partners Holdings
Netherlands
$5.68M -$639K -10,400 -10%
PFP
270
Pinnacle Financial Partners
Tennessee
$5.68M +$293K +4,784 +5%
William Blair & Company
271
William Blair & Company
Illinois
$5.66M +$510K +8,307 +10%
HNB
272
Huntington National Bank
Ohio
$5.64M -$241K -3,927 -4%
GG
273
Greenwood Gearhart
Arkansas
$5.6M +$546K +8,892 +11%
CAM
274
Carret Asset Management
New York
$5.6M +$922 +15 +0%
PWP
275
Principle Wealth Partners
Connecticut
$5.58M +$4.89M +79,524 +699%
9 10
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