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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 %
FUBT
701
First United Bank & Trust
Maryland
$876K -$17.5K -285 -2%
ACI
702
Alpha Cubed Investments
California
$874K +$29.4K +478 +3%
HFBOT
703
Home Federal Bank of Tennessee
Tennessee
$872K -$9.22K -150 -1%
IAIM
704
International Assets Investment Management
Florida
$871K +$32.4K +527 +4%
Koshinski Asset Management
705
Koshinski Asset Management
Illinois
$868K -$61.3K -998 -7%
WLIM
706
White Lighthouse Investment Management
Massachusetts
$868K -$30.7K -500 -3%
AC
707
Abbrea Capital
California
$861K – – –
RPWA
708
Regent Peak Wealth Advisors
Georgia
$861K +$563K +9,162 +189%
WI
709
WrapManager Inc
California
$859K -$55.4K -901 -6%
CB
710
Cadence Bank
Mississippi
$858K -$4.8K -78 -0.6%
SS
711
Sunbelt Securities
Texas
$856K +$94.9K +1,546 +12%
LMAM
712
Legg Mason Asset Management
Japan
$856K +$856K +13,930 New
ECA
713
Elevated Capital Advisors
Utah
$855K -$61.8K -1,007 -7%
GIM
714
Guardian Investment Management
California
$854K – – –
SCA
715
Snowden Capital Advisors
New York
$853K +$59K +961 +7%
MAG
716
Mayfair Advisory Group
Alabama
$845K +$154K +2,500 +22%
FNBT
717
FineMark National Bank & Trust
Florida
$842K -$14.4K -234 -2%
TW
718
TrinityPoint Wealth
Connecticut
$841K -$10.7K -179 -1%
SIC
719
Salem Investment Counselors
North Carolina
$841K +$737 +12 +0.1%
MSS
720
Mitchell Sinkler & Starr
Pennsylvania
$840K -$30.7K -500 -4%
BB
721
Busey Bank
Illinois
$840K -$12.1K -197 -1%
IIA
722
ICW Investment Advisors
Arizona
$838K -$23.5K -387 -3%
GLA
723
Good Life Advisors
Pennsylvania
$838K +$2.82K +46 +0.3%
RB
724
Rodgers Brothers
Pennsylvania
$833K – – –
SFO
725
Stokes Family Office
Louisiana
$832K +$42.5K +692 +5%
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