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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 %
Los Angeles Capital Management
301
Los Angeles Capital Management
California
$4.77M +$1.06M +17,235 +28%
BA
302
BCM Advisors
Louisiana
$4.75M -$98.3K -1,600 -2%
SCM
303
Schnieders Capital Management
California
$4.66M +$22.1K +359 +0.5%
ClearBridge Investments
304
ClearBridge Investments
New York
$4.64M -$92.1K -1,500 -2%
Wealthfront Advisers
305
Wealthfront Advisers
California
$4.63M +$363K +5,916 +9%
EMPI
306
Elo Mutual Pension Insurance
Finland
$4.61M +$4.61M +75,088 New
PI
307
PineBridge Investments
New York
$4.59M -$5.85M -95,161 -56%
RA
308
RFG Advisory
Alabama
$4.59M -$93.9K -1,525 -2%
FHC
309
First Horizon Corporation
Tennessee
$4.58M -$815K -13,274 -15%
SFI
310
Siemens Fonds Invest
Germany
$4.54M +$4.54M +74,819 New
JPMPWA
311
J.P. Morgan Private Wealth Advisors
California
$4.44M +$417K +6,791 +10%
AI
312
Atria Investments
North Carolina
$4.44M +$505K +8,228 +13%
OPS
313
Orion Portfolio Solutions
Nebraska
$4.4M -$20.8K -339 -0.5%
ETC
314
Exchange Traded Concepts
Oklahoma
$4.39M +$4.39M +71,439 New
HFS
315
Hantz Financial Services
Michigan
$4.31M -$29.3K -477 -0.7%
CAG
316
Csenge Advisory Group
Florida
$4.31M +$1.24M +20,171 +40%
BCM
317
Birmingham Capital Management
Alabama
$4.27M -$135K -2,195 -3%
CWM
318
Chronos Wealth Management
Florida
$4.24M -$106K -1,719 -2%
Mariner
319
Mariner
Kansas
$4.2M +$465K +7,566 +12%
CGH
320
Crossmark Global Holdings
Texas
$4.19M -$104K -1,695 -2%
SWA
321
Stratos Wealth Advisors
Ohio
$4.18M +$27.3K +445 +0.7%
OC
322
Oppenheimer & Co
New York
$4.14M +$55.8K +908 +1%
FG
323
Fiduciary Group
Georgia
$4.14M +$805K +13,141 +24%
SIM
324
Sentry Investment Management
Wisconsin
$4.14M -$77.3K -1,259 -2%
SPC
325
Sigma Planning Corp
Michigan
$4.14M -$32.4K -527 -0.8%
11 12
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