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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 %
CK
851
Cohen Klingenstein
New York
$559K – – –
CCFCSB
852
Cape Cod Five Cents Savings Bank
Massachusetts
$558K -$52.2K -840 -9%
LC
853
LCNB Corp
Ohio
$558K -$6.22K -100 -1%
WWM
854
Western Wealth Management
Colorado
$558K +$38.3K +616 +7%
LW
855
Linscomb Wealth
Texas
$556K -$3.17K -51 -0.6%
BBNA
856
Bremer Bank National Association
Minnesota
$556K +$45.9K +738 +9%
BTW
857
Boston Trust Walden
Massachusetts
$553K – – –
BFA
858
Beaumont Financial Advisors
Massachusetts
$552K +$29K +467 +6%
ISB
859
Iowa State Bank
Iowa
$548K -$142K -2,280 -21%
GT
860
Greenleaf Trust
Michigan
$548K -$12.6K -203 -2%
FNBOSM
861
First National Bank of South Miami
Florida
$548K -$11.5K -185 -2%
JWCA
862
J.W. Coons Advisors
Ohio
$548K +$124 +2 +0%
WKWM
863
Walter & Keenan Wealth Management
Indiana
$546K -$124K -2,000 -19%
CAN
864
Claraphi Advisory Network
United States
$546K +$248 +4 +0%
MSFP
865
Mark Sheptoff Financial Planning
Connecticut
$542K +$37.3K +600 +7%
ESCM
866
Echo Street Capital Management
New York
$542K +$542K +8,727 New
HCMG
867
Howard Capital Management Group
California
$541K +$541K +8,698 New
PFWA
868
Paces Ferry Wealth Advisors
Georgia
$540K +$18.8K +302 +4%
CI Investments Inc
869
CI Investments Inc
Ontario, Canada
$539K +$29.4K +472 +6%
BC
870
Bartlett & Co
Ohio
$538K -$25.4K -408 -5%
BCWM
871
Bartlett & Co Wealth Management
Ohio
$538K -$25.4K -408 -5%
UCMOK
872
United Capital Management of KS
Kansas
$537K -$82.7K -1,331 -13%
C
873
Certuity
Florida
$537K +$537K +8,642 New
CIM
874
CIM Investment Management
Pennsylvania
$536K -$20.6K -332 -4%
FWP
875
Firethorn Wealth Partners
Georgia
$534K +$2.24K +36 +0.4%
33 34
35
36 37