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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 %
EM
576
Excalibur Management
Massachusetts
$1.25M -$4.36K -71 -0.3%
PFS
577
Prospera Financial Services
Texas
$1.24M +$1.24M +20,234 New
NB
578
Northwest Bancshares
Pennsylvania
$1.24M -$312K -5,080 -20%
WS
579
Wedbush Securities
California
$1.24M +$326K +5,304 +36%
RF
580
Robbins Farley
New Hampshire
$1.23M +$1.23M +20,041 New
HSA
581
Hussman Strategic Advisors
Maryland
$1.23M – – –
RA
582
Rational Advisors
New York
$1.23M +$344K +5,602 +39%
BC
583
Bridgefront Capital
Texas
$1.23M +$1.23M +19,937 New
BMSSC
584
B. Metzler seel. Sohn & Co
Germany
$1.23M +$1.23M +20,069 New
MNBTD
585
Moody National Bank Trust Division
Texas
$1.22M – – –
CS
586
Comerica Securities
Michigan
$1.22M +$193K +3,147 +19%
IC
587
Investment Counsel
Michigan
$1.21M -$132K -2,150 -10%
MS
588
Madden Securities
Texas
$1.2M -$62K -1,010 -5%
BA
589
Bristlecone Advisors
Washington
$1.2M -$28.6K -465 -2%
CIP
590
Convergence Investment Partners
Florida
$1.19M -$139K -2,255 -10%
SIA
591
Soltis Investment Advisors
Utah
$1.19M +$225K +3,657 +23%
CG
592
Colony Group
Massachusetts
$1.19M -$4.3K -70 -0.4%
DCM
593
Dupont Capital Management
Delaware
$1.18M -$385K -6,262 -25%
CAM
594
Columbia Asset Management
Michigan
$1.18M -$47K -765 -4%
SMC
595
Smith, Moore & Co
Missouri
$1.18M -$33.8K -550 -3%
PTC
596
Private Trust Company
Ohio
$1.18M +$19.5K +318 +2%
WA
597
Waverly Advisors
Alabama
$1.18M +$114K +1,854 +11%
BCP
598
Berkeley Capital Partners
Georgia
$1.17M -$140K -2,284 -11%
SAA
599
Southeast Asset Advisors
Georgia
$1.17M +$614 +10 +0.1%
CCM
600
Cohen Capital Management
California
$1.17M – – –
22 23
24
25 26