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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 %
SBH
676
Segall Bryant & Hamill
Illinois
$949K -$981 -16 -0.1%
BFC
677
Blue Fin Capital
Rhode Island
$947K -$17.8K -290 -2%
MCM
678
McMillion Capital Management
North Carolina
$947K -$12.2K -198 -1%
IA
679
IFP Advisors
Florida
$943K -$713K -11,616 -43%
PMG
680
ProVise Management Group
Florida
$942K +$21.1K +343 +2%
BFA
681
Benedict Financial Advisors
Georgia
$939K -$1.6K -26 -0.2%
CI
682
Conning Inc
Connecticut
$937K -$13.5K -220 -1%
CCG
683
Chatham Capital Group
Georgia
$933K +$43K +700 +5%
MCM
684
Murphy Capital Management
New Jersey
$927K -$35K -571 -4%
UR
685
USCA RIA
Texas
$926K +$1.97K +32 +0.2%
Cerity Partners
686
Cerity Partners
New York
$923K +$88.7K +1,444 +11%
PAMG
687
Patton Albertson Miller Group
Tennessee
$922K -$115K -1,936 -11%
CPA
688
Court Place Advisors
Maryland
$918K -$18.4K -300 -2%
Marshall Wace
689
Marshall Wace
United Kingdom
$918K +$918K +14,934 New
PSUF
690
People's United Financial
Connecticut
$917K -$33.8K -550 -4%
CFD
691
Creative Financial Designs
Indiana
$908K +$1.78K +29 +0.2%
SFG
692
StrategIQ Financial Group
Indiana
$905K -$60K -978 -6%
BG
693
Bahl & Gaynor
Ohio
$902K -$123K -2,000 -12%
AUB
694
Atlantic Union Bankshares
Virginia
$893K – – –
FMTC
695
Farmers & Merchants Trust Company
California
$893K +$6.14K +100 +0.7%
WA
696
Wealth Alliance
New York
$892K +$174K +2,831 +24%
SFP
697
Shepherd Financial Partners
Massachusetts
$889K – – –
GG
698
Gleason Group
Kentucky
$886K +$9.09K +148 +1%
TAM
699
Tocqueville Asset Management
New York
$882K +$3.07K +50 +0.3%
SW
700
SVB Wealth
Massachusetts
$878K +$40K +651 +5%
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