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Southern Company
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Overview Fund Activity

1,480 hedge funds and large institutions have $39.2B invested in Southern Company in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 592 increasing their positions, 554 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
-10
Holders Change %
-0.67%
% of All Funds
26.06%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
105
Increased
592
Reduced
554
Closed
106
Calls
$286M
Puts
$185M
Net Calls
+$100M
Net Calls Change
+$32.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$309M
2
Cohen & Steers
Cohen & Steers
New York
+$178M
3
Norges Bank
Norges Bank
Norway
+$133M
4
Two Sigma Investments
Two Sigma Investments
New York
+$85.9M
5
ZP
Zimmer Partners
New York
+$83.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$116M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$102M
3
Franklin Resources
Franklin Resources
California
-$71M
4
Stifel Financial
Stifel Financial
Missouri
-$54.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
451
Lantz Financial
Illinois
$2.22M +$89.7K +1,443 +4%
FVWA
452
Foster Victor Wealth Advisors
South Carolina
$2.22M +$318K +4,997 +17%
HKIM
453
Hayek Kallen Investment Management
Alabama
$2.21M +$83.9K +1,350 +4%
CCP
454
Clarkston Capital Partners
Michigan
$2.21M +$311K +5,000 +16%
BMA
455
Brooks Moore & Associates
Tennessee
$2.2M -$157K -2,525 -7%
SLI
456
Sumitomo Life Insurance
Japan
$2.2M -$107K -1,715 -5%
RIL
457
Rothschild Investment LLC
Illinois
$2.2M +$208K +3,340 +10%
WAM
458
World Asset Management
Michigan
$2.14M -$70.8K -1,070 -3%
B
459
BP
United Kingdom
$2.13M -$378K -6,079 -15%
PRS
460
Pinkerton Retirement Specialists
Idaho
$2.13M +$78.7K +1,265 +4%
HAG
461
HighPoint Advisor Group
Illinois
$2.12M +$107K +1,712 +5%
SC
462
SouthState Corp
Florida
$2.11M – – –
MBTD
463
Mechanics Bank - Trust Department
California
$2.1M -$51K -820 -2%
DPI
464
Diversified Portfolios Inc
Michigan
$2.07M -$216K -3,469 -9%
ACM
465
Azimuth Capital Management
Michigan
$2.06M -$6.22K -100 -0.3%
OC
466
Oakworth Capital
Alabama
$2.04M +$106K +1,706 +5%
GWM
467
GSB Wealth Management
Connecticut
$2.04M +$1.57M +25,264 +338%
NHC
468
Nicholas Hoffman & Company
Georgia
$2.03M -$93.5K -1,505 -4%
CF
469
Centaurus Financial
California
$2.03M +$258K +4,151 +15%
SFA
470
Stewardship Financial Advisors
Georgia
$2.01M -$414K -6,661 -17%
LFAS
471
Level Four Advisory Services
Texas
$1.99M -$18.8K -303 -0.9%
OWM
472
OneAscent Wealth Management
Alabama
$1.99M -$105K -1,685 -5%
HCM
473
Hengehold Capital Management
Ohio
$1.98M -$19K -305 -0.9%
DE
474
Day & Ennis
Georgia
$1.98M +$2.74K +44 +0.1%
DCM
475
Donaldson Capital Management
Indiana
$1.96M -$31.7M -510,015 -94%
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