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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 %
BCM
326
Brookstone Capital Management
Illinois
$4.13M +$117K +1,912 +3%
NMERB
327
New Mexico Educational Retirement Board
New Mexico
$4.1M -$55.3K -900 -1%
NGA
328
Naples Global Advisors
Florida
$4.04M +$435K +7,074 +12%
PAM
329
Private Asset Management
California
$4.04M -$39.6K -645 -1%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$4.03M +$737K +12,000 +22%
Pacer Advisors
331
Pacer Advisors
Pennsylvania
$4.03M -$437K -7,120 -10%
KRS
332
Kentucky Retirement Systems
Kentucky
$4M +$219K +3,563 +6%
AF
333
Alerus Financial
North Dakota
$3.98M -$432K -7,038 -10%
SBWIC
334
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.96M -$258K -4,205 -6%
IA
335
IFG Advisory
Georgia
$3.96M -$181K -2,947 -4%
MC
336
Moors & Cabot
Massachusetts
$3.94M -$88.6K -1,444 -2%
BB
337
Bell Bank
North Dakota
$3.88M +$795K +12,934 +26%
IF
338
Insight Folios
North Carolina
$3.72M +$205K +3,342 +6%
JRCM
339
Jones Road Capital Management
New York
$3.69M +$3.69M +60,000 New
AB
340
Amalgamated Bank
New York
$3.68M -$8.78K -143 -0.2%
BBVA
341
Banco Bilbao Vizcaya Argentaria
Spain
$3.66M -$1.23M -20,008 -25%
BA
342
Baugh & Associates
Georgia
$3.65M -$66.3K -1,079 -2%
HWM
343
Holloway Wealth Management
Florida
$3.64M -$154K – –
SGI
344
Summit Global Investments
Utah
$3.62M +$3.62M +58,990 New
SS
345
Simplicity Solutions
Minnesota
$3.62M -$26.7K -435 -0.7%
FI
346
FormulaFolio Investments
Michigan
$3.58M +$3.13M +50,943 +701%
HF
347
HRT Financial
New York
$3.56M +$3.56M +58,019 New
IFAM
348
Institutional & Family Asset Management
Colorado
$3.56M -$315K -5,134 -8%
NMIMC
349
Northwestern Mutual Investment Management Company
Wisconsin
$3.56M -$2.64K -43 -0.1%
WFMPM
350
Woodley Farra Manion Portfolio Management
Indiana
$3.55M +$352K +5,727 +11%
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