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Southern Company
SO

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 %
FPCM
601
Financial Partners Capital Management
New York
$1.14M +$705K +11,345 +161%
WorldQuant Millennium Advisors
602
WorldQuant Millennium Advisors
New York
$1.14M – – –
TCM
603
Twin Capital Management
Pennsylvania
$1.14M -$316K -5,090 -22%
EWA
604
EP Wealth Advisors
California
$1.14M +$113K +1,817 +11%
CG
605
Cutler Group
California
$1.14M +$1.14M +18,312 New
MFG
606
Merit Financial Group
Georgia
$1.14M +$33K +531 +3%
BAM
607
Belpointe Asset Management
Nevada
$1.13M +$60.2K +969 +6%
DAM
608
Delta Asset Management
Tennessee
$1.13M +$21.8K +350 +2%
HI
609
Horizon Investments
North Carolina
$1.13M +$1.13M +18,219 New
CIAS
610
Capital Investment Advisory Services
North Carolina
$1.13M +$151K +2,423 +15%
IC
611
Investment Counsel
Michigan
$1.13M -$93.3K -1,500 -8%
CAM
612
Columbia Asset Management
Michigan
$1.13M -$65K -1,046 -5%
Vontobel Holding
613
Vontobel Holding
Switzerland
$1.12M +$53.2K +855 +5%
CIP
614
Convergence Investment Partners
Florida
$1.12M -$85.2K -1,371 -7%
SYBT
615
Stock Yards Bank & Trust
Kentucky
$1.11M -$188K -3,030 -15%
RPSA
616
Richard P. Slaughter Associates
Texas
$1.1M -$51.5K -829 -4%
IIM
617
Ipswich Investment Management
Massachusetts
$1.1M – – –
CS
618
Capital Square
Tennessee
$1.1M +$25.6K +408 +2%
AAIM
619
Asset Advisors Investment Management
Georgia
$1.09M +$53.3K +850 +5%
RWP
620
RWA Wealth Partners
Massachusetts
$1.09M +$320K +5,150 +41%
HWAM
621
Hennion & Walsh Asset Management
New Jersey
$1.09M +$1.09M +17,533 New
MIAN
622
Mariner Independent Advisor Network
Kansas
$1.09M -$12.8K -206 -1%
PA
623
PSI Advisors
Florida
$1.08M +$75.8K +1,219 +8%
SGI
624
Summit Global Investments
Utah
$1.08M -$2.58M -41,578 -70%
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$1.08M -$52K -837 -5%
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25
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