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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 %
ICM
601
Islay Capital Management
Texas
$1.17M +$46.4K +755 +4%
TU
602
TDAM USA
Ontario, Canada
$1.16M -$12.3K -200 -1%
RC
603
RegentAtlantic Capital
New Jersey
$1.16M +$117K +1,906 +11%
EARNEST Partners
604
EARNEST Partners
Georgia
$1.15M -$3.49M -56,852 -75%
PAS
605
Park Avenue Securities
New York
$1.15M +$48.7K +793 +4%
KIA
606
KCM Investment Advisors
California
$1.15M +$23K +374 +2%
GBT
607
Grove Bank & Trust
Florida
$1.15M +$30.6K +498 +3%
KMWM
608
Keudell/Morrison Wealth Management
Oregon
$1.15M -$6.63K -108 -0.6%
CLOS
609
Compagnie Lombard Odier SCmA
Switzerland
$1.14M +$1.14M +18,600 New
RPSA
610
Richard P. Slaughter Associates
Texas
$1.14M +$34.7K +565 +3%
GAMC
611
Garner Asset Management Corp
Texas
$1.14M +$123 +2 +0%
WSC
612
Wellington Shields & Co
New York
$1.14M +$3.19K +52 +0.3%
LIM
613
Longfellow Investment Management
Massachusetts
$1.14M +$1.14M +18,535 New
TNB
614
TCF National Bank
South Dakota
$1.14M -$9.84K -160 -0.9%
MC
615
Maverick Capital
Texas
$1.13M +$1.13M +18,436 New
TCM
616
Teza Capital Management
Illinois
$1.13M +$1.13M +18,449 New
WorldQuant Millennium Advisors
617
WorldQuant Millennium Advisors
New York
$1.13M – – –
GA
618
GoalVest Advisory
New York
$1.12M +$1.12M +18,200 New
PT
619
Plimoth Trust
Massachusetts
$1.12M -$89.7K -1,460 -7%
LNWWM
620
Laird Norton Wetherby Wealth Management
California
$1.12M +$52K +846 +5%
DAM
621
Delta Asset Management
Tennessee
$1.1M +$23.3K +380 +2%
SWM
622
SeaCrest Wealth Management
New York
$1.1M -$65.8K -1,071 -6%
DA
623
DCM Advisors
New York
$1.09M +$1.09M +17,779 New
MFG
624
Merit Financial Group
Georgia
$1.09M +$79.3K +1,291 +8%
VWA
625
V Wealth Advisors
Kansas
$1.09M +$621K +10,115 +133%
23 24
25
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