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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 %
QIM
351
Quantitative Investment Management
Virginia
$3.51M -$5.98M -97,331 -63%
MCM
352
McRae Capital Management
New Jersey
$3.48M +$1.44M +23,400 +70%
DC
353
Davenport & Co
Virginia
$3.47M +$62.6K +1,019 +2%
AFG
354
Albion Financial Group
Utah
$3.46M +$162K +2,635 +5%
MFG
355
Monte Financial Group
Connecticut
$3.45M -$20.9K -340 -0.6%
SPIA
356
Steward Partners Investment Advisory
New York
$3.45M +$299K +4,871 +10%
GIM
357
Goelzer Investment Management
Indiana
$3.41M +$42.3K +689 +1%
Nordea Investment Management
358
Nordea Investment Management
Sweden
$3.41M -$86.2M -1,403,390 -96%
BNP Paribas Asset Management
359
BNP Paribas Asset Management
France
$3.37M -$35K -569 -1%
Parallax Volatility Advisers
360
Parallax Volatility Advisers
California
$3.37M -$3.73M -60,676 -53%
CHC
361
City Holding Co
West Virginia
$3.32M -$65K -1,059 -2%
SA
362
Shilanski & Associates
Alaska
$3.31M -$438K -7,135 -12%
Daiwa Securities Group
363
Daiwa Securities Group
Japan
$3.3M +$98.7K +1,607 +3%
DADC
364
D.A. Davidson & Co
Montana
$3.3M +$9.15K +149 +0.3%
FB
365
Fulton Bank
Pennsylvania
$3.28M +$292K +4,752 +10%
BFEC
366
Benjamin F. Edwards & Company
Missouri
$3.28M -$56.4K -919 -2%
MCC
367
Money Concepts Capital
Florida
$3.27M +$3.27M +53,190 New
VWA
368
Visionary Wealth Advisors
Illinois
$3.26M +$72.7K +1,183 +2%
CIC
369
Cornercap Investment Counsel
Georgia
$3.25M +$1.45M +22,823 +81%
BCCM
370
Bridge Creek Capital Management
Massachusetts
$3.21M +$38.4K +625 +1%
AIM
371
Anchor Investment Management
South Carolina
$3.2M +$213K +3,468 +7%
RWM
372
Rench Wealth Management
Texas
$3.2M +$142K +2,316 +5%
MA
373
Montag & Associates
Georgia
$3.17M +$689K +11,210 +28%
SWP
374
Stratos Wealth Partners
Ohio
$3.17M +$258K +4,194 +9%
FNT
375
First National Trust
Pennsylvania
$3.16M -$43.2K -703 -1%
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15
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