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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 %
LWANC
526
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.51M +$215K +3,498 +17%
JWBC
527
J.W. Burns & Co
New York
$1.51M -$35.6K -580 -2%
WANY
528
Wealthspire Advisors (New York)
New York
$1.51M +$1.13M +18,376 +299%
DAS
529
Dynamic Advisor Solutions
Arizona
$1.51M +$38.7K +630 +3%
ACA
530
Aptus Capital Advisors
Alabama
$1.5M -$123K -1,996 -8%
BFS
531
Bard Financial Services
Connecticut
$1.5M +$1.5M +24,460 New
PCM
532
Parsons Capital Management
Rhode Island
$1.5M -$75.1K -1,223 -5%
SGCA
533
Steel Grove Capital Advisors
Tennessee
$1.48M +$156K +2,543 +12%
NP
534
NorthRock Partners
Minnesota
$1.48M -$55K -896 -4%
HI
535
HBK Investments
Texas
$1.48M +$513K +8,342 +53%
CIC
536
Crawford Investment Counsel
Georgia
$1.47M +$143K +2,333 +11%
JG
537
Jefferies Group
New York
$1.47M -$3.13M -51,021 -68%
FP
538
Fiduciary Planning
Florida
$1.46M +$59.3K +965 +4%
CBOR
539
Community Bank of Raymore
Missouri
$1.46M +$38.1K +620 +3%
TCM
540
Twin Capital Management
Pennsylvania
$1.44M -$45.5K -740 -3%
JGUA
541
John G. Ullman & Associates
New York
$1.43M +$550K +8,950 +63%
EWM
542
Evercore Wealth Management
New York
$1.43M +$20.5K +334 +1%
HIM
543
HawsGoodwin Investment Management
Tennessee
$1.41M +$85.6K +1,393 +6%
SC
544
Stolper & Co
Oklahoma
$1.41M +$30.8K +501 +2%
SSB
545
Sandy Spring Bank
Maryland
$1.41M -$47.2K -768 -3%
HIC
546
Holderness Investments Company
North Carolina
$1.4M -$60.8K -990 -4%
FC
547
Forte Capital
New York
$1.4M -$46.6K -758 -3%
CA
548
CapWealth Advisors
Tennessee
$1.39M -$38.6K -629 -3%
CFA
549
CWS Financial Advisors
Michigan
$1.39M +$4.49K +73 +0.3%
ONST
550
Old North State Trust
North Carolina
$1.38M -$49.8K -811 -3%
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