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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 %
LFF
451
Level Four Financial
Texas
$2.16M +$2.16M +35,214 New
CSS
452
Cubist Systematic Strategies
Connecticut
$2.16M -$5.57M -90,677 -72%
MBTD
453
Mechanics Bank - Trust Department
California
$2.13M -$16.6K -270 -0.8%
FNB
454
Farmers National Bank
Kentucky
$2.11M +$2.11M +34,374 New
HKIM
455
Hayek Kallen Investment Management
Alabama
$2.1M +$27.8K +453 +1%
NHC
456
Nicholas Hoffman & Company
Georgia
$2.1M +$87.2K +1,419 +4%
LF
457
Lantz Financial
Illinois
$2.1M -$15.1K -246 -0.7%
NA
458
NewEdge Advisors
Louisiana
$2.1M +$42.6K +693 +2%
SC
459
SouthState Corp
Florida
$2.09M -$13.4K -218 -0.6%
OWM
460
OneAscent Wealth Management
Alabama
$2.07M +$2.07M +33,645 New
WAM
461
World Asset Management
Michigan
$2.05M -$140K -2,271 -6%
ACM
462
Azimuth Capital Management
Michigan
$2.04M -$38.7K -630 -2%
SBIA
463
Sheaff Brock Investment Advisors
Indiana
$2.03M +$112K +1,819 +6%
PRS
464
Pinkerton Retirement Specialists
Idaho
$2.03M -$129K -2,104 -6%
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$2M +$3.07K +50 +0.2%
LFAS
466
Level Four Advisory Services
Texas
$1.98M -$1.57M -25,591 -44%
HCM
467
Hengehold Capital Management
Ohio
$1.98M -$6.7K -109 -0.3%
CFA
468
Carroll Financial Associates
North Carolina
$1.97M -$101K -1,650 -5%
RIL
469
Rothschild Investment LLC
Illinois
$1.96M +$125K +2,033 +7%
FC
470
FORA Capital
Florida
$1.96M +$1.96M +31,919 New
DE
471
Day & Ennis
Georgia
$1.96M -$3.56K -58 -0.2%
AFS
472
Access Financial Services
Minnesota
$1.95M -$78.2K -1,272 -4%
HAG
473
HighPoint Advisor Group
Illinois
$1.95M +$477K +7,863 +32%
GAM
474
Gotham Asset Management
New York
$1.95M +$1.28M +20,846 +192%
ZIC
475
ZWJ Investment Counsel
Georgia
$1.93M +$402K +6,538 +26%
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