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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 %
MIAN
626
Mariner Independent Advisor Network
Kansas
$1.09M +$76.9K +1,251 +8%
IIM
627
Ipswich Investment Management
Massachusetts
$1.09M -$67.6K -1,100 -6%
B
628
Bailard
California
$1.09M -$24.6K -401 -2%
SAM
629
SignalPoint Asset Management
Missouri
$1.08M -$36.7K -597 -3%
PTC
630
Philadelphia Trust Company
Pennsylvania
$1.08M +$63.6K +1,035 +6%
CPIA
631
Cornell Pochily Investment Advisors
New York
$1.08M -$12.8K -209 -1%
EA
632
Ellsworth Advisors
Ohio
$1.07M +$177K +2,883 +20%
BRWA
633
B. Riley Wealth Advisors
Florida
$1.07M -$310K -5,034 -22%
CM
634
Columbus Macro
Pennsylvania
$1.07M -$70.3K -1,144 -6%
WC
635
Woodstock Corp
Massachusetts
$1.06M -$4.3K -70 -0.4%
IWM
636
IHT Wealth Management
Illinois
$1.06M +$78.4K +1,276 +8%
RDWM
637
Red Door Wealth Management
Tennessee
$1.06M -$9.95K -162 -0.9%
BAM
638
Belpointe Asset Management
Nevada
$1.06M -$51.2K -833 -5%
TYCC
639
Texas Yale Capital Corp
Florida
$1.06M +$9.21K +150 +0.9%
CS
640
Capital Square
Tennessee
$1.05M -$8.41K -137 -0.8%
SEEDPG
641
S.E.E.D. Planning Group
New York
$1.04M -$56.7K -923 -5%
NSEDCP
642
NJ State Employees Deferred Compensation Plan
New Jersey
$1.04M – – –
OIA
643
Optimum Investment Advisors
Illinois
$1.04M -$19K -310 -2%
Vontobel Holding
644
Vontobel Holding
Switzerland
$1.04M +$1.04M +17,178 New
HWA
645
HHM Wealth Advisors
Tennessee
$1.04M – – –
GAM
646
Griffin Asset Management
New York
$1.04M +$1.23K +20 +0.1%
TCOV
647
Trust Company of Vermont
Vermont
$1.04M +$67.9K +1,105 +7%
HBT
648
Hills Bank & Trust
Iowa
$1.03M -$10.7K -175 -1%
BFO
649
Biltmore Family Office
North Carolina
$1.03M +$95.9K +1,560 +10%
ACM
650
Allred Capital Management
Texas
$1.03M -$17.4K -284 -2%
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