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Southern Company
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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 %
RP
726
Rowlandmiller & Partners
Georgia
$832K +$74K +1,205 +10%
AIS
727
AM Investment Strategies
Tennessee
$831K +$49.3K +803 +6%
HPC
728
HM Payson & Co
Maine
$819K -$38.5K -627 -4%
KPWS
729
Kestra Private Wealth Services
Texas
$809K +$65.2K +1,075 +9%
CAM
730
Centre Asset Management
New York
$808K – – –
MCA
731
Magnolia Capital Advisors
Mississippi
$797K +$2.15K +35 +0.3%
WF
732
Welch & Forbes
Massachusetts
$786K – – –
FSA
733
Franklin Street Advisors
North Carolina
$785K -$19.3K -315 -2%
MG
734
Mather Group
Illinois
$783K -$89K -1,449 -10%
SA
735
SRH Advisors
Kansas
$782K – – –
FFN
736
Focus Financial Network
Minnesota
$782K +$2.76K +45 +0.4%
DWA
737
Douglass Winthrop Advisors
New York
$781K +$307K +5,000 +65%
RWP
738
RWA Wealth Partners
Massachusetts
$763K -$1.11K -18 -0.1%
ATC
739
Adirondack Trust Company
New York
$760K -$10.6K -180 -1%
RMC
740
Resources Management Corp
Connecticut
$760K -$6.14K -100 -0.8%
AWM
741
Aberdeen Wealth Management
Illinois
$760K +$20.9K +340 +3%
WAS
742
Wealth Advisory Solutions
Indiana
$755K +$52.1K +848 +7%
GG
743
Gofen & Glossberg
Illinois
$754K -$3.07K -50 -0.4%
KA
744
Kovack Advisors
Florida
$754K +$16.5K +269 +2%
CAAS
745
Capital Asset Advisory Services
Michigan
$751K +$143K +2,333 +24%
WP
746
WealthSource Partners
California
$749K +$66.2K +1,079 +10%
CA
747
Cornerstone Advisors
North Carolina
$737K -$614K -10,000 -45%
CFG
748
Citizens Financial Group
Rhode Island
$735K -$101K -1,637 -12%
LWAM
749
Legacy Wealth Asset Management
Minnesota
$734K +$734K +11,944 New
APA
750
American Portfolios Advisors
New York
$730K -$232K -3,772 -24%
28 29
30
31 32