SO icon

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 %
CPSAC
751
Chas P. Smith & Associates (CPS)
Florida
$730K +$111K +1,810 +18%
IB
752
Intrust Bank
Kansas
$728K +$22.7K +370 +3%
FDS
753
First Dallas Securities
Texas
$726K +$61 +1 +0%
FTDI
754
First Trust Direct Indexing
Massachusetts
$726K +$726K +11,812 New
SCI
755
Stableford Capital II
Arizona
$725K +$725K +11,800 New
FA
756
FDx Advisors
Illinois
$724K +$111K +1,804 +18%
APP
757
Avantax Planning Partners
Iowa
$720K -$62.2K -1,012 -8%
GLLW
758
Graves Light Lenhart Wealth
Virginia
$717K -$150K -2,438 -17%
MWM
759
Meridian Wealth Management
Kentucky
$717K -$16.9K -275 -2%
EH
760
Employers Holdings
Nevada
$715K – – –
LOAME
761
Lombard Odier Asset Management (Europe)
United Kingdom
$712K – – –
SFG
762
Summit Financial Group
West Virginia
$709K +$1.54K +25 +0.2%
FAIM
763
Financial Advocates Investment Management
Washington
$701K +$13K +211 +2%
FTC
764
Farmers Trust Company
Ohio
$698K +$1.35K +22 +0.2%
AA
765
Ancora Advisors
Ohio
$697K -$28.8K -469 -4%
MAFM
766
Mid Atlantic Financial Management
Pennsylvania
$695K -$12.9K -210 -2%
GIA
767
Gateway Investment Advisers
Ohio
$694K -$54K -880 -7%
CCG
768
Cypress Capital Group
Florida
$690K -$12.4K -202 -2%
AF
769
Advisornet Financial
Minnesota
$683K -$307 -5 -0%
ISB
770
Iowa State Bank
Iowa
$682K -$18.4K -300 -3%
RGC
771
Roberts, Glore & Co
Illinois
$681K -$15.3K -250 -2%
DTL
772
Dynamic Technology Lab
Singapore
$677K +$677K +11,016 New
GP
773
Girard Partners
Pennsylvania
$667K -$81.5K -1,328 -11%
PWSG
774
Pacific Wealth Strategies Group
California
$664K -$75.1K -1,220 -10%
WKWM
775
Walter & Keenan Wealth Management
Indiana
$663K -$123K -2,000 -16%
29 30
31
32 33