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Southern Company
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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 %
HCM
451
Hengehold Capital Management
Ohio
$2.15M +$150K +2,428 +8%
FPCM
452
Financial Partners Capital Management
New York
$2.14M +$270K +4,361 +14%
RC
453
RegentAtlantic Capital
New Jersey
$2.13M +$166K +2,672 +8%
SC
454
SouthState Corp
Florida
$2.12M -$8.05K -130 -0.4%
HAG
455
HighPoint Advisor Group
Illinois
$2.12M -$58.6K -945 -3%
WIC
456
Woodmont Investment Counsel
Tennessee
$2.12M +$2.79K +45 +0.1%
FNB
457
Farmers National Bank
Kentucky
$2.11M +$2.11M +34,374 New
CFGS
458
Concourse Financial Group Securities
Alabama
$2.11M -$153K -2,474 -7%
MBTD
459
Mechanics Bank - Trust Department
California
$2.1M -$9.3K -150 -0.4%
LFF
460
Level Four Financial
Texas
$2.08M -$15.2K -245 -0.7%
WA
461
Waverly Advisors
Alabama
$2.08M -$4.41K -70 -0.2%
NHC
462
Nicholas Hoffman & Company
Georgia
$2.07M -$13.9K -225 -0.7%
EFS
463
Essex Financial Services
Connecticut
$2.07M +$288K +4,646 +16%
BMA
464
Brooks Moore & Associates
Tennessee
$2.07M -$4.15K -67 -0.2%
NA
465
NewEdge Advisors
Louisiana
$2.06M +$150K +2,428 +8%
DE
466
Day & Ennis
Georgia
$2.05M +$71.1K +1,147 +4%
EL
467
Essex LLC
Illinois
$2.05M +$2.05M +33,072 New
OC
468
Oakworth Capital
Alabama
$2.04M -$222K -3,577 -10%
WFG
469
Wills Financial Group
Virginia
$2.03M -$443K -7,155 -18%
GWM
470
GSB Wealth Management
Connecticut
$2.01M -$36K -580 -2%
CI
471
Cigna Investments
Connecticut
$2.01M -$35.1K -566 -2%
ACM
472
Azimuth Capital Management
Michigan
$2M -$107K -1,730 -5%
V
473
Veritable
Delaware
$2M -$295K -4,760 -13%
GWM
474
Geneos Wealth Management
Colorado
$1.98M +$97.2K +1,575 +5%
MSE
475
MUFG Securities EMEA
United Kingdom
$1.98M -$1.01M -16,300 -34%
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