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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 %
PP
801
Palladium Partners
Virginia
$632K -$16.4K -267 -3%
M
802
MOTCO
Texas
$631K -$107K -1,745 -15%
H
803
HoyleCohen
California
$631K -$19.3K -314 -3%
BC
804
Burney Company
Virginia
$631K – – –
Jones Financial Companies
805
Jones Financial Companies
Missouri
$628K +$106K +1,727 +20%
FNC
806
First National Corp
Massachusetts
$627K -$10.9K -178 -2%
SFA
807
Sequoia Financial Advisors
Ohio
$625K +$51.8K +844 +9%
CM
808
Cornerstone Management
Georgia
$625K +$61 +1 +0%
RPC
809
Rossmore Private Capital
Connecticut
$624K +$192K +3,126 +44%
AMC
810
Asset Management Corp
Illinois
$621K -$11.3K -190 -2%
PWM
811
Palumbo Wealth Management
New York
$616K +$616K +10,035 New
FHB
812
First Hawaiian Bank
Hawaii
$615K -$71.1K -1,157 -10%
SBSB
813
Sullivan, Bruyette, Speros & Blaney
Virginia
$615K -$65.3K -1,063 -10%
JWS
814
Juncture Wealth Strategies
Arizona
$615K +$49.8K +811 +9%
OPW
815
Oxler Private Wealth
New York
$614K +$614K +10,000 New
AWM
816
Altium Wealth Management
New York
$613K +$173K +2,822 +39%
UCMOK
817
United Capital Management of KS
Kansas
$612K +$11.5K +187 +2%
Bessemer Group
818
Bessemer Group
New Jersey
$610K -$144K -2,344 -19%
CCT
819
Country Club Trust
Missouri
$610K -$14.6K -240 -2%
GCM
820
Gables Capital Management
Florida
$608K – – –
CCFCSB
821
Cape Cod Five Cents Savings Bank
Massachusetts
$603K -$7.87K -128 -1%
ECG
822
Edge Capital Group
Georgia
$597K -$209K -3,399 -26%
RFA
823
Reilly Financial Advisors
California
$597K – – –
BIM
824
Bridges Investment Management
Nebraska
$596K -$65.3K -1,063 -10%
ECM
825
Evergreen Capital Management
Washington
$594K +$6.95K +113 +1%
31 32
33
34 35