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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 %
MMG
976
Monetary Management Group
Missouri
$405K – – –
RM
977
Resource Management
Louisiana
$403K +$19.3K +315 +5%
HPC
978
Hobart Private Capital
North Carolina
$402K -$88.6K -1,442 -18%
ANTB
979
AMG National Trust Bank
Colorado
$402K -$21.4K -348 -5%
THWM
980
Taylor Hoffman Wealth Management
Virginia
$402K – – –
MIM
981
Moseley Investment Management
Florida
$401K +$4.73K +77 +1%
TA
982
TrueWealth Advisors
Alabama
$401K +$401K +6,549 New
WG
983
Watchman Group
Texas
$400K -$55.9K -909 -12%
MA
984
MUFG Americas
New York
$397K -$20.6K -335 -5%
NAG
985
Northstar Advisory Group
New Jersey
$397K +$397K +6,469 New
ED
986
Exane Derivatives
France
$395K -$147K -2,387 -27%
VIA
987
Vident Investment Advisory
Georgia
$394K -$62.5K -1,019 -14%
AA
988
ACT Advisors
North Carolina
$391K +$391K +6,367 New
MC
989
Mathes Company
New York
$390K +$390K +6,350 New
BCI
990
Brinker Capital Investments
Pennsylvania
$386K -$4.69M -76,471 -92%
LWP
991
Lumature Wealth Partners
Georgia
$386K +$386K +6,276 New
KLCM
992
KG&L Capital Management
Louisiana
$384K -$22.4K -366 -6%
PCIA
993
Prime Capital Investment Advisors
Kansas
$383K -$65.5K -1,065 -15%
RCG
994
Rock Creek Group
District of Columbia
$383K +$192K +3,124 +100%
FCB
995
First Command Bank
Texas
$380K -$24.6K -400 -6%
FCFS
996
First Command Financial Services
Texas
$380K -$24.6K -400 -6%
LDB
997
Lee, Danner & Bass
Tennessee
$379K +$1.04K +17 +0.3%
Verition Fund Management
998
Verition Fund Management
Connecticut
$379K +$379K +6,177 New
MAM
999
Meeder Asset Management
Ohio
$377K +$104K +1,690 +38%
VBCG
1000
Valley Brook Capital Group
Pennsylvania
$377K +$377K +6,140 New
38 39
40
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