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Southern Company
SO

Overview Fund Activity

1,480 hedge funds and large institutions have $39.2B invested in Southern Company in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 592 increasing their positions, 554 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
-10
Holders Change %
-0.67%
% of All Funds
26.06%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
105
Increased
592
Reduced
554
Closed
106
Calls
$286M
Puts
$185M
Net Calls
+$100M
Net Calls Change
+$32.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$309M
2
Cohen & Steers
Cohen & Steers
New York
+$178M
3
Norges Bank
Norges Bank
Norway
+$133M
4
Two Sigma Investments
Two Sigma Investments
New York
+$85.9M
5
ZP
Zimmer Partners
New York
+$83.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$116M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$102M
3
Franklin Resources
Franklin Resources
California
-$71M
4
Stifel Financial
Stifel Financial
Missouri
-$54.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1026
Bienville Capital Management
New York
$357K +$21.7K +350 +6%
WWM
1027
Wagner Wealth Management
South Carolina
$356K +$17.1K +275 +5%
HIMC
1028
Heritage Investors Management Corp
Maryland
$355K -$7.76K -125 -2%
SFP
1029
Sandbox Financial Partners
Maryland
$355K – – –
FFBTD
1030
First Financial Bank - Trust Division
Ohio
$355K – – –
IMOV
1031
Investment Management of Virginia
Virginia
$355K +$25.2K +405 +8%
SNB
1032
Security National Bank
Nebraska
$354K +$354K +5,700 New
AWM
1033
Apollon Wealth Management
South Carolina
$353K +$353K +5,675 New
STA
1034
Summit Trail Advisors
New York
$350K -$17.4K -280 -5%
PA
1035
Procyon Advisors
Connecticut
$349K -$67.1K -1,080 -16%
WJWM
1036
Williams Jones Wealth Management
New York
$348K -$69.7K -1,122 -17%
AG
1037
AlphaSimPlex Group
Massachusetts
$347K – – –
DLHL
1038
Donald L. Hagan LLC
Florida
$347K – – –
CST
1039
Charles Schwab Trust
Nevada
$347K +$347K +5,574 New
GWSG
1040
GPS Wealth Strategies Group
Colorado
$346K +$23.3K +375 +7%
VHAM
1041
Van Hulzen Asset Management
California
$345K -$29.8K -480 -8%
FMW
1042
Farr Miller & Washington
District of Columbia
$345K -$10.6K -170 -3%
AFP
1043
Ausdal Financial Partners
Iowa
$344K -$17.1K -276 -5%
CICI
1044
Capital Investment Counsel Inc
North Carolina
$344K +$24.9K +400 +8%
CCM
1045
Crossvault Capital Management
Texas
$340K – – –
CTA
1046
Colonial Trust Advisors
South Carolina
$338K -$28.1K -452 -8%
GJIC
1047
Gamble Jones Investment Counsel
California
$338K – – –
TSW
1048
Thompson Siegel & Walmsley
Virginia
$337K -$1.25K -20 -0.4%
RWI
1049
Red Wave Investments
Pennsylvania
$337K +$8.27K +133 +3%
IBOK
1050
Independence Bank of Kentucky
Kentucky
$336K -$42K -675 -11%
40 41
42
43 44