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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 %
VA
1051
Valmark Advisers
Ohio
$334K -$78.7K -1,282 -19%
TSW
1052
Thompson Siegel & Walmsley
Virginia
$334K – – –
GJIC
1053
Gamble Jones Investment Counsel
California
$334K – – –
PWP
1054
Personal Wealth Partners
Minnesota
$334K – – –
RCAG
1055
Rehmann Capital Advisory Group
Michigan
$333K -$75.6K -1,231 -19%
BCM
1056
Bienville Capital Management
New York
$332K – – –
AWM
1057
Affinity Wealth Management
Delaware
$332K +$116K +1,900 +54%
PMFA
1058
Plante Moran Financial Advisors
Michigan
$332K +$307K +5,002 +1,251%
YIH
1059
Y-Intercept (HK)
Hong Kong
$331K +$331K +5,464 New
ACM
1060
Advisors Capital Management
New Jersey
$330K +$1.29K +21 +0.4%
WWM
1061
Wiser Wealth Management
Georgia
$330K +$330K +5,377 New
KFP
1062
KMG Fiduciary Partners
Ohio
$329K +$90K +1,505 +38%
PIM
1063
Penobscot Investment Management
Massachusetts
$328K – – –
CA
1064
Calton & Associates
Florida
$326K -$149K -2,426 -31%
IMOV
1065
Investment Management of Virginia
Virginia
$326K +$18.4K +300 +6%
LDFR
1066
Lehman & Derafelo Financial Resources
Pennsylvania
$325K – – –
RWI
1067
Red Wave Investments
Pennsylvania
$325K +$325K +5,285 New
OPA
1068
Old Port Advisors
Maine
$324K +$63.7K +1,074 +24%
DWT
1069
Dorsey & Whitney Trust
South Dakota
$323K -$7.94K -129 -2%
CL
1070
Choreo LLC
Illinois
$322K +$1.23K +20 +0.4%
JHCP
1071
Jackson Hole Capital Partners
Oklahoma
$320K -$18.4K -300 -5%
GWSG
1072
GPS Wealth Strategies Group
Colorado
$320K +$11.4K +185 +4%
PCM
1073
Prelude Capital Management
New York
$320K +$320K +5,215 New
RMDI
1074
R.M. Davis Inc
Maine
$319K +$319K +5,200 New
WEC
1075
Winslow Evans & Crocker
Massachusetts
$317K +$143K +2,331 +83%
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