SO icon

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 %
FHA
901
Flagship Harbor Advisors
Massachusetts
$486K -$21.7K -353 -4%
APC
902
Aspire Private Capital
North Carolina
$486K +$44.2K +719 +10%
PAM
903
Peninsula Asset Management
Florida
$485K – – –
VFA
904
Valeo Financial Advisors
Indiana
$485K +$1.66K +27 +0.3%
IC
905
Intersect Capital
California
$485K +$35K +569 +8%
IAN
906
Integrated Advisors Network
Texas
$479K -$239K -3,886 -33%
GC
907
Gilbert & Cook
Iowa
$479K +$65.9K +1,069 +16%
CP
908
Camelot Portfolios
Ohio
$478K -$37.3K -608 -7%
DWP
909
Destiny Wealth Partners
Florida
$478K +$478K +7,789 New
TCA
910
Transcend Capital Advisors
New Jersey
$475K +$84.6K +1,377 +22%
WDG
911
Wealth Dimensions Group
Ohio
$475K +$475K +7,738 New
GEA
912
Glen Eagle Advisors
New Jersey
$472K -$15K -244 -3%
AT
913
Arden Trust
Delaware
$469K -$17.4K -283 -4%
OIA
914
OneDigital Investment Advisors
Kansas
$469K -$7.68K -125 -2%
TCMP
915
Thrive Capital Management (Pennsylvania)
Pennsylvania
$469K +$469K +7,643 New
VAM
916
Verity Asset Management
North Carolina
$468K +$25.3K +412 +6%
SB
917
Sunflower Bank
Texas
$466K +$466K +7,585 New
WT
918
Washington Trust
Rhode Island
$464K – – –
ONB
919
Old National Bancorp
Indiana
$460K -$123K -2,000 -21%
GRP
920
Global Retirement Partners
California
$460K +$4.36K +71 +1%
GWM
921
GSB Wealth Management
Connecticut
$459K – – –
SL
922
Summitry LLC
California
$458K – – –
CWG
923
Cornerstone Wealth Group
North Carolina
$455K -$62.3K -1,014 -12%
PFO
924
Pathstone Family Office
New Jersey
$455K +$11.6K +188 +3%
JLBC
925
J.L. Bainbridge & Co
Florida
$454K +$614 +10 +0.1%
35 36
37
38 39