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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 %
Man Group
926
Man Group
United Kingdom
$452K -$6.03M -98,234 -93%
CWM
927
Connecticut Wealth Management
Connecticut
$452K -$6.46K -105 -1%
WIA
928
Wealthstreet Investment Advisors
Texas
$450K -$50.5K -821 -10%
WAAG
929
Wealth Alliance Advisory Group
Kansas
$450K +$1.41K +23 +0.3%
MIM
930
Marco Investment Management
Georgia
$450K +$32K +520 +8%
ISL
931
Ingalls & Snyder LLC
New York
$448K -$12.3K -200 -3%
IEFM
932
IQ EQ Fund Management
Ireland
$448K – – –
LBC
933
Lowe Brockenbrough & Co
Virginia
$448K +$34.5K +561 +8%
DSC
934
Duncker Streett & Co
Missouri
$447K -$59.5K -968 -12%
MWM
935
Marietta Wealth Management
Georgia
$446K -$198K -3,215 -31%
HTC
936
Haverford Trust Company
Pennsylvania
$446K -$67.4K -1,097 -13%
ACP
937
Aviance Capital Partners
Florida
$446K +$368 +6 +0.1%
AF
938
Aldebaran Financial
$445K -$6.14K -100 -1%
LI
939
LVZ Inc
Michigan
$442K -$11.8K -192 -3%
MCM
940
MAI Capital Management
Ohio
$442K +$196K +3,198 +80%
BHBT
941
Burke & Herbert Bank & Trust
Virginia
$441K – – –
MIC
942
Means Investment Company
Maine
$439K +$45K +735 +11%
AWM
943
Altavista Wealth Management
North Carolina
$438K – – –
UF
944
Univest Financial
Pennsylvania
$437K -$44.8K -730 -9%
FC
945
Fusion Capital
South Carolina
$435K +$89.4K +1,456 +26%
BFG
946
Berger Financial Group
Minnesota
$434K +$434K +7,067 New
FPCM
947
Financial Partners Capital Management
New York
$433K +$433K +7,055 New
BWM
948
BT Wealth Management
Georgia
$433K -$1.72K -28 -0.4%
NA
949
Navellier & Associates
Nevada
$430K -$44.3K -721 -9%
WAP
950
Wealthcare Advisory Partners
Pennsylvania
$429K -$48.8K -794 -10%
36 37
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