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Southern Company
SO

Overview Fund Activity

1,481 hedge funds and large institutions have $39.1B invested in Southern Company in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 598 increasing their positions, 519 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
-17
Holders Change %
-1.13%
% of All Funds
26.01%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
93
Increased
598
Reduced
519
Closed
86
Calls
$217M
Puts
$267M
Net Calls
-$50.5M
Net Calls Change
-$81.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$142M
2
Amundi
Amundi
France
+$78.5M
3
EIP
Energy Income Partners
Connecticut
+$74.3M
4
Franklin Resources
Franklin Resources
California
+$73.3M
5
ZP
Zimmer Partners
New York
+$67M

Top Sellers

1
BlackRock
BlackRock
New York
-$105M
2
Two Sigma Investments
Two Sigma Investments
New York
-$64.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$64.7M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$58.2M
5
Millennium Management
Millennium Management
New York
-$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
401
First Bank & Trust
South Dakota
$2.61M +$43.3K +699 +2%
Assenagon Asset Management
402
Assenagon Asset Management
Luxembourg
$2.6M +$2.11M +34,016 +425%
GWMIA
403
Global Wealth Management Investment Advisory
Florida
$2.6M +$112K +1,806 +4%
MMPW
404
Mitchell McLeod Pugh & Williams
Alabama
$2.6M +$39.7K +640 +2%
CAG
405
Csenge Advisory Group
Florida
$2.6M +$57.3K +928 +2%
CIC
406
Cornercap Investment Counsel
Georgia
$2.58M -$29.1K -469 -1%
OAM
407
Optimal Asset Management
California
$2.57M +$1.05K +17 +0%
AF
408
Alerus Financial
North Dakota
$2.56M +$91.4K +1,474 +4%
JRCM
409
Jones Road Capital Management
New York
$2.54M – – –
S
410
SignatureFD
Georgia
$2.53M +$10.9K +176 +0.4%
BKA
411
Brick & Kyle Associates
Pennsylvania
$2.52M +$12.8K +204 +0.5%
BW
412
Bison Wealth
Georgia
$2.52M +$125K +2,018 +5%
SFG
413
Sovereign Financial Group
Connecticut
$2.49M -$72.4K -1,168 -3%
CFB
414
Cullen/Frost Bankers
Texas
$2.48M -$91.3K -1,474 -4%
JG
415
Jefferies Group
New York
$2.48M -$1.74K -28 -0.1%
LNC
416
Lincoln National Corp
Pennsylvania
$2.48M -$141K -2,279 -5%
RIG
417
Roosevelt Investment Group
New York
$2.48M – – –
FVWA
418
Foster Victor Wealth Advisors
South Carolina
$2.47M +$100K +1,621 +4%
SB
419
Simmons Bank
Arkansas
$2.46M +$5.89K +95 +0.2%
MMHP
420
Murphy Middleton Hinkle & Parker
Georgia
$2.46M -$69.2K -1,117 -3%
GIP
421
Greatmark Investment Partners
Georgia
$2.39M -$119K -1,922 -5%
MSFS
422
Main Street Financial Solutions
Pennsylvania
$2.38M -$100K -1,621 -4%
ACA
423
Aptus Capital Advisors
Alabama
$2.36M +$477K +7,693 +25%
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$2.36M +$208K +3,361 +10%
AP
425
Advisor Partners
California
$2.36M -$64.1K -1,035 -3%
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