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Southern Company
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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 %
NI
501
Nepsis Inc
Minnesota
$1.67M +$176K +2,861 +12%
TA
502
TFG Advisers
Michigan
$1.66M -$23.3K -380 -1%
JWCA
503
J.W. Cole Advisors
Florida
$1.66M -$2.25M -36,561 -58%
DIA
504
Dean Investment Associates
Ohio
$1.65M -$76.7K -1,249 -4%
EFS
505
Essex Financial Services
Connecticut
$1.65M +$141K +2,290 +9%
LS
506
Leelyn Smith
Illinois
$1.64M +$76.4K +1,244 +5%
CWM
507
Calamos Wealth Management
Illinois
$1.63M +$1.66K +27 +0.1%
MJRIC
508
Mogy Joel R Investment Counsel
California
$1.6M – – –
CPC
509
Consolidated Planning Corp
Georgia
$1.6M +$15.2K +247 +1%
BA
510
Bennicas & Associates
California
$1.6M – – –
Lido Advisors
511
Lido Advisors
California
$1.58M -$2.76K -45 -0.2%
CBA
512
Coastal Bridge Advisors
Connecticut
$1.58M +$7.62K +124 +0.5%
CSPIA
513
Cary Street Partners Investment Advisory
Virginia
$1.57M +$1.35M +22,029 +618%
JIC
514
Johnson Investment Counsel
Ohio
$1.57M -$27.3K -445 -2%
JCM
515
Jacobi Capital Management
Pennsylvania
$1.56M +$6.34K +105 +0.4%
UBG
516
United Bank (Georgia)
Georgia
$1.55M -$116K -1,893 -7%
HFM
517
Hartford Financial Management
Connecticut
$1.55M – – –
MCM
518
Mainstay Capital Management
Michigan
$1.55M -$282K -4,590 -15%
ECM
519
Everence Capital Management
Indiana
$1.54M -$493K -8,020 -24%
DF
520
Donoghue Forlines
Massachusetts
$1.54M +$1.54M +25,088 New
CAM
521
Cozad Asset Management
Illinois
$1.54M -$152K -2,479 -9%
Rafferty Asset Management
522
Rafferty Asset Management
New York
$1.54M +$371K +6,035 +32%
NAM
523
NTV Asset Management
West Virginia
$1.53M +$5.71K +93 +0.4%
NNP
524
Nachman Norwood & Parrott
South Carolina
$1.52M +$1.35K +22 +0.1%
BBHC
525
Brown Brothers Harriman & Co
New York
$1.51M +$89.2K +1,451 +6%
19 20
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