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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 %
FNBTCON
1026
First National Bank & Trust Co of Newtown
Pennsylvania
$357K -$46K -750 -11%
AFP
1027
Ausdal Financial Partners
Iowa
$357K -$17.6K -287 -5%
DJSG
1028
D.J. St. Germain
Massachusetts
$356K – – –
HDIM
1029
Hanson & Doremus Investment Management
Vermont
$355K – – –
SFM
1030
Signet Financial Management
New Jersey
$354K +$11.7K +191 +3%
PAM
1031
Premier Asset Management
Illinois
$352K +$352K +5,731 New
BFIM
1032
Beese Fulmer Investment Management
Ohio
$351K -$18.4K -300 -5%
FMW
1033
Farr Miller & Washington
District of Columbia
$351K – – –
FFBTD
1034
First Financial Bank - Trust Division
Ohio
$351K +$351K +5,715 New
SBL
1035
Sargent Bickham Lagudis
Colorado
$349K +$50.5K +822 +17%
LAM
1036
LifePro Asset Management
California
$349K +$349K +5,678 New
RB
1037
Renasant Bank
Mississippi
$349K +$349K +5,685 New
WCA
1038
Waratah Capital Advisors
Ontario, Canada
$349K +$349K +5,688 New
SFP
1039
Sandbox Financial Partners
Maryland
$346K +$346K +5,626 New
PJSIMP
1040
P.J. Schmidt Investment Management (PJS)
Wisconsin
$345K – – –
AG
1041
AlphaSimPlex Group
Massachusetts
$343K -$96.2K -1,567 -22%
DLHL
1042
Donald L. Hagan LLC
Florida
$343K -$6.7K -109 -2%
PWM
1043
Perigon Wealth Management
California
$343K +$26.7K +434 +8%
WTB
1044
Washington Trust Bank
Washington
$341K – – –
NF
1045
Nikulski Financial
Iowa
$341K +$18.7K +305 +6%
KM
1046
Kalos Management
Georgia
$339K -$21K -347 -6%
WDC
1047
Woodward Diversified Capital
California
$338K +$338K +5,498 New
PWPS
1048
Pinnacle Wealth Planning Services
Ohio
$337K +$21.6K +351 +7%
CCM
1049
Crossvault Capital Management
Texas
$336K -$221K -3,600 -40%
WWM
1050
Wagner Wealth Management
South Carolina
$335K +$335K +5,450 New
40 41
42
43 44