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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 %
SB
426
Simmons Bank
Arkansas
$2.38M +$35.8K +583 +2%
FFIC
427
First Fiduciary Investment Counsel
Ohio
$2.38M -$154K -2,500 -6%
BW
428
Bison Wealth
Georgia
$2.38M +$1.54K +25 +0.1%
DP
429
Dearborn Partners
Illinois
$2.34M -$34K -553 -1%
ACM
430
Argyle Capital Management
Pennsylvania
$2.34M – – –
RIG
431
Roosevelt Investment Group
New York
$2.34M +$2.76K +45 +0.1%
BMA
432
Brooks Moore & Associates
Tennessee
$2.33M -$90.6K -1,475 -4%
AP
433
Advisor Partners
California
$2.32M +$87.8K +1,429 +4%
SM
434
Sciencast Management
New Jersey
$2.29M +$1.03M +16,783 +81%
PA
435
Pinnacle Associates
New York
$2.28M +$3.5K +57 +0.2%
SLI
436
Sumitomo Life Insurance
Japan
$2.28M -$224K -3,646 -9%
GWMIA
437
Global Wealth Management Investment Advisory
Florida
$2.27M +$9.34K +152 +0.4%
CI
438
Cigna Investments
Connecticut
$2.27M +$177K +2,875 +8%
DPI
439
Diversified Portfolios Inc
Michigan
$2.26M +$1.93M +31,400 +578%
WIC
440
Woodmont Investment Counsel
Tennessee
$2.25M -$18.2K -297 -0.8%
ZB
441
Zions Bancorporation
Utah
$2.25M +$230K +3,738 +11%
S
442
Seeyond
France
$2.25M -$156K -2,536 -6%
V
443
Veritable
Delaware
$2.24M -$22.1K -360 -1%
FBT
444
First Bank & Trust
South Dakota
$2.23M +$416K +6,766 +23%
HPWA
445
Hall Private Wealth Advisors
North Carolina
$2.22M +$2.22M +36,113 New
FLI
446
Family Legacy Inc
South Carolina
$2.2M -$338K -5,504 -13%
QT
447
Quantbot Technologies
New York
$2.2M +$2.2M +35,790 New
GWM
448
Geneos Wealth Management
Colorado
$2.19M +$517K +9,895 +31%
Capital Fund Management (CFM)
449
Capital Fund Management (CFM)
France
$2.17M +$982K +15,985 +82%
UAS
450
United Asset Strategies
New York
$2.16M -$13.5K -220 -0.6%
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