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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 %
PCS
651
Personal CFO Solutions
New Jersey
$1.03M +$20.5K +334 +2%
ACS
652
Archford Capital Strategies
Illinois
$1.02M +$2.53K +41 +0.2%
SAM
653
Silvercrest Asset Management
New York
$1.02M +$282K +4,586 +38%
AAIM
654
Asset Advisors Investment Management
Georgia
$1.02M +$30.7K +500 +3%
EWA
655
EP Wealth Advisors
California
$1.01M -$70.7K -1,151 -7%
CPO
656
Cerity Partners OCIO
New York
$1.01M -$35.6K -579 -3%
ANRIA
657
American National Registered Investment Advisor
Texas
$1.01M – – –
Rockefeller Capital Management
658
Rockefeller Capital Management
New York
$1.01M +$209K +3,409 +26%
MSRPS
659
Maryland State Retirement & Pension System
Maryland
$1M +$1M +17,100 New
PA
660
PSI Advisors
Florida
$996K -$518K -8,435 -34%
DT
661
Diversified Trust
Tennessee
$990K -$58.1K -947 -6%
AWA
662
ARS Wealth Advisors
Florida
$987K +$13.8K +225 +1%
UBV
663
United Bank (Virginia)
Virginia
$986K +$154K +2,500 +18%
TG
664
TCW Group
California
$983K – – –
MA
665
Mutual Advisors
Nebraska
$980K +$18.8K +306 +2%
CSIC
666
Clifford Swan Investment Counsel
California
$977K +$6.14K +100 +0.6%
CA
667
Clearstead Advisors
Ohio
$971K +$550K +8,947 +130%
CIAS
668
Capital Investment Advisory Services
North Carolina
$968K +$59.4K +967 +7%
MCIA
669
Mountain Capital Investment Advisors
Colorado
$965K -$242K -3,958 -20%
Lazard Asset Management
670
Lazard Asset Management
New York
$964K – – –
HH
671
Hilltop Holdings
Texas
$962K -$66.6K -1,083 -6%
AF
672
Arrow Financial
New York
$962K +$21.6K +352 +2%
LIA
673
LBMC Investment Advisors
Tennessee
$962K +$81.3K +1,323 +9%
GSBTD
674
Glenview State Bank Trust Department
Illinois
$953K – – –
AIP
675
Ameritas Investment Partners
Nebraska
$950K -$48.3K -786 -5%
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