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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 %
RC
526
RegentAtlantic Capital
New Jersey
$1.56M +$390K +6,274 +33%
ECM
527
Everence Capital Management
Indiana
$1.56M – – –
B
528
Bailard
California
$1.56M +$464K +7,463 +42%
HFM
529
Hartford Financial Management
Connecticut
$1.55M -$14.5K -234 -0.9%
ACA
530
Aptus Capital Advisors
Alabama
$1.55M +$22.3K +359 +1%
FMBTD
531
First Midwest Bank Trust Division
Illinois
$1.54M -$184K -2,965 -11%
MCWS
532
McKinley Carter Wealth Services
West Virginia
$1.54M +$234K +3,771 +18%
SIA
533
Soltis Investment Advisors
Utah
$1.54M +$341K +5,480 +28%
TI
534
Trexquant Investment
Connecticut
$1.54M +$1.54M +24,697 New
MCM
535
Mainstay Capital Management
Michigan
$1.52M -$39.8K -640 -3%
JWBC
536
J.W. Burns & Co
New York
$1.52M -$3.48K -56 -0.2%
BFS
537
Bard Financial Services
Connecticut
$1.52M – – –
SGCA
538
Steel Grove Capital Advisors
Tennessee
$1.52M +$19.1K +308 +1%
PCM
539
Parsons Capital Management
Rhode Island
$1.51M -$10.7K -172 -0.7%
SG
540
StoneX Group
New York
$1.49M +$119K +1,913 +9%
LIM
541
Longfellow Investment Management
Massachusetts
$1.48M +$324K +5,206 +28%
CBOR
542
Community Bank of Raymore
Missouri
$1.48M – – –
RA
543
Rational Advisors
New York
$1.47M +$230K +3,704 +19%
JSL
544
JT Stratford LLC
Georgia
$1.47M -$413K -6,649 -22%
DAS
545
Dynamic Advisor Solutions
Arizona
$1.45M -$71.1K -1,144 -5%
VCA
546
Verdence Capital Advisors
Maryland
$1.44M +$131K +2,101 +10%
SC
547
Stolper & Co
Oklahoma
$1.44M +$5.91K +95 +0.4%
CPC
548
Consolidated Planning Corp
Georgia
$1.43M -$184K -2,960 -11%
EWM
549
Evercore Wealth Management
New York
$1.43M -$16.2K -260 -1%
SSB
550
Sandy Spring Bank
Maryland
$1.42M -$3.42K -55 -0.2%
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