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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 %
PP
551
Paloma Partners
Connecticut
$1.36M -$986K -16,054 -42%
PGFC
552
Peapack-Gladstone Financial Corp
New Jersey
$1.36M -$42.6K -693 -3%
O
553
Ossiam
France
$1.36M +$1.36M +22,157 New
SFG
554
SevenBridge Financial Group
Pennsylvania
$1.36M – – –
SC
555
Savant Capital
Illinois
$1.36M +$65.4K +1,065 +5%
SG
556
StoneX Group
New York
$1.35M +$30.3K +493 +2%
RCIM
557
Russell Clark Investment Management
United Kingdom
$1.35M – – –
CA
558
Cullinan Associates
Kentucky
$1.35M +$134K +2,175 +11%
LWAC
559
Laurel Wealth Advisors (California)
California
$1.35M +$49.8K +811 +4%
PTP
560
Platform Technology Partners
New York
$1.34M -$20.3K -330 -1%
SAM
561
Strategy Asset Managers
California
$1.32M -$45K -732 -3%
BO
562
Bank OZK
Arkansas
$1.31M +$113K +1,840 +9%
MCWS
563
McKinley Carter Wealth Services
West Virginia
$1.29M +$171K +2,782 +15%
VCA
564
Verdence Capital Advisors
Maryland
$1.29M +$47.8K +778 +4%
SCM
565
Spreng Capital Management
Ohio
$1.29M – – –
CCT
566
Chemung Canal Trust
New York
$1.28M -$125K -2,032 -9%
SYBT
567
Stock Yards Bank & Trust
Kentucky
$1.28M +$12.3K +200 +1%
SSWM
568
Sheets Smith Wealth Management
North Carolina
$1.27M -$49.3K -802 -4%
PP
569
Patten & Patten
Tennessee
$1.27M +$52.2K +850 +4%
CB
570
Community Bank
New York
$1.26M +$11.4K +185 +0.9%
PNC
571
Park National Corp
Ohio
$1.26M -$26.1K -425 -2%
CA
572
Capitolis Advisors
New York
$1.26M +$1.26M +20,477 New
RIA
573
Regal Investment Advisors
Michigan
$1.26M +$1.26M +20,432 New
RCA
574
Rowland Carmichael Advisors
Arizona
$1.25M -$139K -2,266 -10%
BCM
575
Brookmont Capital Management
Texas
$1.25M +$1.48K +24 +0.1%
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