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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 %
LW
851
Linscomb Wealth
Texas
$553K -$25.8K -420 -4%
CK
852
Cohen Klingenstein
New York
$553K – – –
FNBOSM
853
First National Bank of South Miami
Florida
$552K -$24.1K -392 -4%
FCA
854
FinTrust Capital Advisors
South Carolina
$551K +$47.8K +779 +10%
CIM
855
CIM Investment Management
Pennsylvania
$550K -$8.96K -146 -2%
SFG
856
Sunburst Financial Group
Alabama
$549K +$307 +5 +0.1%
BTW
857
Boston Trust Walden
Massachusetts
$547K – – –
CC
858
Constitution Capital
Connecticut
$545K +$545K +8,865 New
GVAG
859
Great Valley Advisor Group
Delaware
$542K -$4.05K -66 -0.7%
JWCA
860
J.W. Coons Advisors
Ohio
$542K +$123 +2 +0%
BOS
861
Bank of Stockton
California
$542K +$50.7K +825 +10%
CAN
862
Claraphi Advisory Network
United States
$540K -$5.1K -83 -0.9%
VFIC
863
Valley Forge Investment Consultants
Pennsylvania
$540K +$540K +8,784 New
NFG
864
Next Financial Group
Texas
$538K -$486K -7,917 -47%
IWC
865
Integrated Wealth Concepts
Massachusetts
$537K -$100K -1,634 -16%
HCMNY
866
Howard Capital Management (New York)
New York
$534K – – –
PPSG
867
Princeton Portfolio Strategies Group
New Jersey
$534K – – –
VVP
868
Venture Visionary Partners
Ohio
$533K +$268K +4,369 +101%
BFG
869
Beacon Financial Group
Texas
$532K -$95.1K -1,600 -15%
SC
870
Scotia Capital
Ontario, Canada
$529K -$6.94K -113 -1%
AIC
871
Archer Investment Corporation
Indiana
$529K +$30.7K +500 +6%
CCA
872
Cobblestone Capital Advisors
New York
$527K +$36.2K +590 +7%
BUB
873
BBVA USA Bancshares
Texas
$526K +$19.2K +313 +4%
FWP
874
Firethorn Wealth Partners
Georgia
$526K +$526K +8,557 New
NSIM
875
North Star Investment Management
Illinois
$525K – – –
33 34
35
36 37