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Southern Company
SO

Overview Fund Activity

1,480 hedge funds and large institutions have $39.2B invested in Southern Company in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 592 increasing their positions, 554 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
-10
Holders Change %
-0.67%
% of All Funds
26.06%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
105
Increased
592
Reduced
554
Closed
106
Calls
$286M
Puts
$185M
Net Calls
+$100M
Net Calls Change
+$32.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$309M
2
Cohen & Steers
Cohen & Steers
New York
+$178M
3
Norges Bank
Norges Bank
Norway
+$133M
4
Two Sigma Investments
Two Sigma Investments
New York
+$85.9M
5
ZP
Zimmer Partners
New York
+$83.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$116M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$102M
3
Franklin Resources
Franklin Resources
California
-$71M
4
Stifel Financial
Stifel Financial
Missouri
-$54.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
826
Camelot Portfolios
Ohio
$604K +$121K +1,940 +25%
PWSG
827
Pacific Wealth Strategies Group
California
$592K -$78.9K -1,269 -12%
SFSG
828
Sound Financial Strategies Group
Mississippi
$592K +$2.36K +38 +0.4%
BPA
829
Beacon Pointe Advisors
California
$589K -$76.9K -1,242 -12%
BMC
830
Benin Management Corp
Connecticut
$588K +$24.5K +394 +4%
NL
831
NWAM LLC
Washington
$587K -$8.96K -144 -2%
SFG
832
Sunburst Financial Group
Alabama
$587K +$31K +498 +6%
CAM
833
Cresset Asset Management
Illinois
$585K +$218K +3,506 +59%
RF
834
Rollins Financial
Georgia
$585K +$219K +3,531 +60%
HSA
835
HBK Sorce Advisory
Pennsylvania
$583K -$64.8K -1,042 -10%
LI
836
LVZ Inc
Michigan
$582K +$135K +2,165 +30%
Members Trust
837
Members Trust
Florida
$579K -$12.4K -200 -2%
AW
838
Alaethes Wealth
Nevada
$578K +$578K +9,305 New
BIM
839
Bridges Investment Management
Nebraska
$577K -$24.8K -400 -4%
SP
840
Symmetry Partners
Connecticut
$576K – – –
RPG
841
Resource Planning Group
Georgia
$575K +$2.3K +37 +0.4%
CHA
842
Carmichael Hill & Associates
Maryland
$572K +$2.05K +33 +0.4%
CAL
843
Capital Analysts LLC
Pennsylvania
$570K +$570K +9,168 New
MAM
844
Meeder Asset Management
Ohio
$569K +$187K +3,016 +49%
GC
845
Grimes & Company
Massachusetts
$567K -$85.5K -1,375 -13%
WP
846
WealthSource Partners
California
$563K -$196K -3,148 -26%
WTFG
847
Wells Trecaso Financial Group
Ohio
$563K – – –
BOS
848
Bank of Stockton
California
$563K +$14.7K +237 +3%
MBT
849
Montecito Bank & Trust
California
$561K – – –
CLOS
850
Compagnie Lombard Odier SCmA
Switzerland
$559K -$596K -9,600 -52%
32 33
34
35 36