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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 %
PSP
951
Principal Street Partners
Tennessee
$429K -$17.6K -287 -4%
CT
952
Cambridge Trust
Massachusetts
$429K -$4.67K -76 -1%
CWP
953
Concord Wealth Partners
Virginia
$429K +$429K +6,990 New
BST
954
Bath Savings Trust
Maine
$427K -$18.4K -300 -4%
TCOT
955
Trust Company of Toledo
Ohio
$426K -$40.9K -665 -9%
BWP
956
Baldwin Wealth Partners
Massachusetts
$424K – – –
MAA
957
Mraz Amerine & Associates
California
$423K – – –
LIM
958
Lathrop Investment Management
Arkansas
$421K -$49.2K -800 -10%
AIP
959
Ahrens Investment Partners
Louisiana
$421K -$17.2K -280 -4%
KFP
960
Keystone Financial Planning
Ohio
$421K – – –
FWM
961
Frontier Wealth Management
Missouri
$419K +$61 +1 +0%
SCM
962
Southport Capital Management
Tennessee
$419K +$18.8K +306 +5%
SA
963
Strategic Advisors
New York
$418K -$50.5K -827 -11%
TCPWM
964
Traverso Chambers Private Wealth Management
California
$418K +$7.61K +124 +2%
BHWM
965
Bar Harbor Wealth Management
New Hampshire
$416K – – –
RWM
966
Ritholtz Wealth Management
New York
$416K +$416K +6,778 New
WJWM
967
Williams Jones Wealth Management
New York
$413K – – –
Voloridge Investment Management
968
Voloridge Investment Management
Florida
$411K -$69.3M -1,128,678 -99%
SC
969
Sawyer & Company
Massachusetts
$411K – – –
PA
970
Procyon Advisors
Connecticut
$411K +$12.1K +197 +3%
MFW
971
Mosaic Family Wealth
Missouri
$410K +$39.6K +644 +11%
TWM
972
Tradition Wealth Management
Minnesota
$410K +$410K +6,679 New
ESB
973
Essex Savings Bank
Connecticut
$409K -$61.4K -1,000 -13%
CIA
974
Cohen Investment Advisors
New Hampshire
$408K +$408K +6,644 New
AIC
975
Ameritas Investment Company
Nebraska
$407K +$118K +1,939 +41%
37 38
39
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