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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 %
ST
1076
Sabal Trust
Florida
$315K -$153K -2,490 -33%
CICI
1077
Capital Investment Counsel Inc
North Carolina
$315K -$24.6K -400 -7%
HIC
1078
Hartline Investment Corp
Illinois
$315K +$45.6K +742 +17%
CC
1079
Chicago Capital
Illinois
$311K +$61 +1 +0%
TAIM
1080
TD Ameritrade Investment Management
Nebraska
$310K -$78.6K -1,278 -20%
BAM
1081
Beaumont Asset Management
Texas
$309K +$2.64K +43 +0.9%
DWM
1082
Dakota Wealth Management
Florida
$308K – – –
CCFM
1083
Clear Creek Financial Management
Washington
$308K +$308K +5,022 New
ACA
1084
Anchor Capital Advisors
Massachusetts
$307K – – –
MHIC
1085
Marble Harbor Investment Counsel
Massachusetts
$307K – – –
ET
1086
Equitable Trust
Tennessee
$304K – – –
CCM
1087
Compton Capital Management
Rhode Island
$304K – – –
HIC
1088
Harvey Investment Company
Kentucky
$304K – – –
IFWM
1089
Institute for Wealth Management
Colorado
$304K +$9.78K +159 +3%
SIC
1090
Sigma Investment Counselors
Michigan
$303K +$303K +4,931 New
PFM
1091
Parsec Financial Management
North Carolina
$301K -$39.3K -640 -12%
BWP
1092
Bernardo Wealth Planning
Pennsylvania
$300K +$982 +16 +0.3%
SAM
1093
Seelaus Asset Management
New Jersey
$299K – – –
HFAS
1094
Hummer Financial Advisory Services
Illinois
$298K – – –
MSAM
1095
Moloney Securities Asset Management
Missouri
$298K +$13.9K +227 +5%
WA
1096
WealthTrust Axiom
Pennsylvania
$297K – – –
PWLP
1097
Prio Wealth Limited Partnership
Massachusetts
$296K – – –
CBFP
1098
Cedar Brook Financial Partners
Ohio
$294K -$18.4K -299 -6%
CT
1099
Coastline Trust
Rhode Island
$294K – – –
VCM
1100
Violich Capital Management
California
$294K – – –
42 43
44
45 46