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Southern Company
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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 %
X
276
Xponance
Pennsylvania
$5.57M +$64.8K +1,055 +1%
NEAM
277
New England Asset Management
Connecticut
$5.41M +$89.1K +1,450 +2%
TRSOTSOK
278
Teachers Retirement System of the State of Kentucky
Kentucky
$5.41M -$399K -6,500 -7%
PAG
279
Private Advisor Group
New Jersey
$5.4M +$321K +5,221 +6%
UB
280
UMB Bank
Missouri
$5.38M -$1.3M -21,233 -20%
NB
281
Norinchukin Bank
Japan
$5.31M -$225K -3,665 -4%
IG
282
ING Group
Netherlands
$5.25M +$2.53M +41,185 +93%
SVWAG
283
Sound View Wealth Advisors Group
Georgia
$5.24M +$18.6K +303 +0.4%
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$5.23M -$92.1K -1,499 -2%
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$5.21M +$63.3K +1,031 +1%
CTC
286
Central Trust Company
Missouri
$5.14M +$68.5K +1,115 +1%
OAM
287
Optimal Asset Management
California
$5.14M -$1.97K -32 -0%
OPERF
288
Oregon Public Employees Retirement Fund
Oregon
$5.1M -$158K -2,569 -3%
CWM
289
Cahaba Wealth Management
Georgia
$5.1M +$348K +5,791 +7%
Public Sector Pension Investment Board (PSP Investments)
290
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.1M -$2.76M -44,960 -35%
CA
291
Cetera Advisors
Colorado
$5.06M +$307K +4,996 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
292
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.04M -$956K -15,565 -16%
QI
293
QS Investors
New York
$5M -$42.5K -692 -0.8%
OPTFSNA
294
Old Point Trust & Financial Services N A
Virginia
$4.98M -$49.1K -800 -1%
HB
295
Homrich & Berg
Georgia
$4.94M +$308K +5,022 +7%
Fisher Asset Management
296
Fisher Asset Management
Washington
$4.86M +$789K +12,839 +19%
TPCW
297
TD Private Client Wealth
New York
$4.85M +$567K +9,228 +13%
CIBC World Market
298
CIBC World Market
Ontario, Canada
$4.82M +$1.11M +18,036 +30%
SIG
299
Sky Investment Group
Connecticut
$4.81M -$14.9K -242 -0.3%
TNB
300
Thomasville National Bank
Georgia
$4.81M +$165K +2,691 +4%
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