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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 %
OSAM
826
O'Shaughnessy Asset Management
Connecticut
$591K +$149K +2,431 +34%
CCP
827
Corient Capital Partners
California
$590K +$39.2K +638 +7%
FF
828
FourThought Financial
Florida
$590K +$590K +9,615 New
NL
829
NWAM LLC
Washington
$589K +$589K +9,583 New
RIA
830
Realta Investment Advisors
Delaware
$588K -$50.3K -818 -8%
SCM
831
Shelton Capital Management
Colorado
$587K +$42.7K +695 +8%
QSS
832
Quantitative Systematic Strategies
Florida
$586K +$586K +9,536 New
Members Trust
833
Members Trust
Florida
$583K +$2.45K +40 +0.4%
SFSG
834
Sound Financial Strategies Group
Mississippi
$583K +$583K +9,492 New
OBGC
835
O'Brien Greene & Co
Pennsylvania
$582K +$187K +3,045 +47%
SP
836
Successful Portfolios
Florida
$580K -$2.64K -43 -0.5%
Fayez Sarofim & Co
837
Fayez Sarofim & Co
Texas
$574K +$28.2K +458 +5%
FCM
838
Firestone Capital Management
Florida
$573K – – –
SP
839
Symmetry Partners
Connecticut
$570K – – –
MSA
840
Marino Stram & Associates
Massachusetts
$568K +$61.7K +1,005 +12%
RPG
841
Resource Planning Group
Georgia
$566K +$169K +2,746 +42%
CHA
842
Carmichael Hill & Associates
Maryland
$564K -$11.4K -186 -2%
LC
843
LCNB Corp
Ohio
$558K +$12.3K +200 +2%
BC
844
Bartlett & Co
Ohio
$557K -$2.27K -37 -0.4%
BMC
845
Benin Management Corp
Connecticut
$557K – – –
BCWM
846
Bartlett & Co Wealth Management
Ohio
$557K -$2.27K -37 -0.4%
SJIM
847
St. Johns Investment Management
Florida
$556K -$49.4K -803 -8%
WTFG
848
Wells Trecaso Financial Group
Ohio
$556K – – –
MBT
849
Montecito Bank & Trust
California
$554K – – –
GT
850
Greenleaf Trust
Michigan
$554K +$168K +2,740 +44%
32 33
34
35 36