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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 %
VFA
401
Voya Financial Advisors
Connecticut
$2.64M -$4.67K -77 -0.2%
AIA
402
Armor Investment Advisors
North Carolina
$2.64M +$130K +2,109 +5%
WSTAM
403
Wilbanks Smith & Thomas Asset Management
Virginia
$2.63M -$8.29K -135 -0.3%
S
404
SignatureFD
Georgia
$2.62M -$327K -5,330 -11%
WAOTB
405
Wealth Advisors of Tampa Bay
Florida
$2.62M +$8.17K +133 +0.3%
MMHP
406
Murphy Middleton Hinkle & Parker
Georgia
$2.58M -$28.9K -471 -1%
HW
407
Hancock Whitney
Mississippi
$2.55M -$786K -12,794 -24%
MMPW
408
Mitchell McLeod Pugh & Williams
Alabama
$2.53M +$7.25K +118 +0.3%
Mercer Global Advisors
409
Mercer Global Advisors
Colorado
$2.53M -$475K -7,734 -16%
CFGS
410
Concourse Financial Group Securities
Alabama
$2.48M +$110K +1,790 +5%
B
411
BP
United Kingdom
$2.48M -$2.81M -45,765 -53%
SFG
412
Sovereign Financial Group
Connecticut
$2.48M +$2.48M +40,302 New
GIP
413
Greatmark Investment Partners
Georgia
$2.47M +$129K +2,101 +6%
ATFA
414
All Terrain Financial Advisors
Minnesota
$2.47M +$104K +1,701 +4%
DWM
415
Doyle Wealth Management
Florida
$2.45M +$378K +6,147 +18%
CAN
416
Cetera Advisor Networks
California
$2.44M -$47.6K -775 -2%
ATC
417
Argent Trust Co
Tennessee
$2.43M +$14.1K +229 +0.6%
FT
418
Fiduciary Trust
Massachusetts
$2.42M +$1.19M +19,409 +97%
MSFS
419
Main Street Financial Solutions
Pennsylvania
$2.42M +$2.42M +39,410 New
BKA
420
Brick & Kyle Associates
Pennsylvania
$2.41M -$48.6K -798 -2%
IRF
421
IBM Retirement Fund
New York
$2.41M +$302K +4,909 +14%
BOH
422
Bank of Hawaii
Hawaii
$2.41M -$295K -4,801 -11%
SFS
423
Sowell Financial Services
Arkansas
$2.4M +$156K +2,539 +7%
6M
424
6 Meridian
Kansas
$2.4M +$2.4M +39,062 New
SFA
425
Stewardship Financial Advisors
Georgia
$2.39M +$494K +8,042 +26%
15 16
17
18 19