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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 %
AWA
1001
Arkadios Wealth Advisors
Georgia
$374K +$191K +3,113 +104%
IBOK
1002
Independence Bank of Kentucky
Kentucky
$373K +$12.6K +206 +4%
T
1003
TRUADVICE
Florida
$373K +$66.1K +1,128 +22%
NFG
1004
Nations Financial Group
Iowa
$371K -$2.77K -45 -0.7%
VHAM
1005
Van Hulzen Asset Management
California
$371K – – –
IWA
1006
IVC Wealth Advisors
Pennsylvania
$371K +$371K +6,042 New
SC
1007
Schulhoff & Co
Ohio
$368K – – –
WCAMG
1008
Woodard & Company Asset Management Group
North Carolina
$367K -$6.15K -100 -2%
KFC
1009
Klingenstein Fields & Co
New York
$367K – – –
CCM
1010
Covington Capital Management
California
$366K -$7.75K -126 -2%
TC
1011
Telemus Capital
Michigan
$366K +$15.5K +252 +4%
STC
1012
Sarah T. Connolly
$366K +$366K +5,950 New
1832 Asset Management
1013
1832 Asset Management
Ontario, Canada
$365K -$2.33M -42,759 -86%
AWM
1014
Aevitas Wealth Management
Massachusetts
$365K +$53.8K +876 +17%
GI
1015
Gradient Investments
Minnesota
$364K – – –
PAG
1016
Pinnacle Advisory Group
Maryland
$363K – – –
CAM
1017
Cresset Asset Management
Illinois
$363K +$29.2K +476 +9%
STA
1018
Summit Trail Advisors
New York
$363K +$363K +5,916 New
CTA
1019
Colonial Trust Advisors
South Carolina
$362K -$12.3K -200 -3%
BMO
1020
Beck Mack & Oliver
New York
$362K – – –
RF
1021
Rollins Financial
Georgia
$361K +$361K +5,882 New
IP
1022
Isthmus Partners
Wisconsin
$360K – – –
LGA
1023
Lebenthal Global Advisors
New York
$360K +$360K +5,869 New
HIMC
1024
Heritage Investors Management Corp
Maryland
$359K -$14.4K -235 -4%
VFP
1025
Verus Financial Partners
Virginia
$359K +$359K +5,850 New
39 40
41
42 43