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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 %
SIAG
1101
Signet Investment Advisory Group
Rhode Island
$293K +$293K +4,775 New
LWM
1102
Laidlaw Wealth Management
New York
$292K +$292K +4,753 New
BRM
1103
Boston Research & Management
Massachusetts
$289K – – –
GWS
1104
Glassman Wealth Services
Virginia
$289K +$14.1K +229 +5%
VAS
1105
Vestmark Advisory Solutions
Massachusetts
$289K +$27.7K +451 +11%
LIG
1106
Lokken Investment Group
Delaware
$289K +$289K +4,701 New
PIMG
1107
Patriot Investment Management Group
Tennessee
$288K -$39.5K -643 -12%
SFWA
1108
Summit Financial Wealth Advisors
Louisiana
$287K -$16.2K -300 -5%
RFN
1109
RDA Financial Network
Iowa
$286K +$21.4K +348 +8%
DA
1110
Doliver Advisors
Texas
$286K +$51.8K +844 +22%
1SB
1111
1ST Source Bank
Indiana
$284K – – –
OSNBOA
1112
Old Second National Bank of Aurora
Illinois
$283K – – –
TI
1113
Tidal Investments
Wisconsin
$283K +$283K +4,613 New
FMP
1114
Financial Management Professionals
Texas
$282K – – –
CCB
1115
Cutter & Co Brokerage
Missouri
$282K +$1.05K +17 +0.4%
CWP
1116
Capital Wealth Planning
Florida
$282K +$47.7K +793 +20%
PFT
1117
Providence First Trust
Arizona
$282K +$282K +4,587 New
MGIA
1118
Moneta Group Investment Advisors
Missouri
$282K +$282K +4,591 New
TWM
1119
Triton Wealth Management
Arizona
$281K – – –
LJAC
1120
L.J. Altfest & Co
New York
$280K +$615 +10 +0.2%
BAS
1121
Brown Advisory Securities
Maryland
$280K +$12.6K +205 +5%
CWM
1122
Cornerstone Wealth Management
Missouri
$279K -$31.5K -513 -10%
DW
1123
Domani Wealth
Pennsylvania
$279K +$1.17K +19 +0.4%
VPIM
1124
Vanguard Personalized Indexing Management
California
$279K +$37.1K +604 +15%
TLP
1125
Trinity Legacy Partners
Texas
$278K -$351K -5,725 -56%
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