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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 %
AAM
1101
Ascension Asset Management
New York
$292K +$292K +4,702 New
CCM
1102
Coldstream Capital Management
Washington
$290K +$54.5K +876 +23%
RFN
1103
RDA Financial Network
Iowa
$289K – – –
BFA
1104
Brown Financial Advisory
Alabama
$288K +$31K +500 +12%
PWLP
1105
Prio Wealth Limited Partnership
Massachusetts
$287K -$12.4K -200 -4%
DWA
1106
Douglass Winthrop Advisors
New York
$286K -$504K -8,114 -64%
FC
1107
Fusion Capital
South Carolina
$286K -$155K -2,489 -35%
TLP
1108
Trinity Legacy Partners
Texas
$286K -$8.25K -127 -3%
OSNBOA
1109
Old Second National Bank of Aurora
Illinois
$286K – – –
1SB
1110
1ST Source Bank
Indiana
$286K – – –
DW
1111
Domani Wealth
Pennsylvania
$286K +$3.48K +56 +1%
CRI
1112
Colonial River Investments
Virginia
$286K +$64K +1,029 +29%
FMP
1113
Financial Management Professionals
Texas
$285K – – –
PFT
1114
Providence First Trust
Arizona
$285K – – –
LBD
1115
Landsberg Bennett & Dubbaneh
Florida
$285K +$19.2K +307 +7%
TC
1116
Truvestments Capital
Florida
$285K +$53.8K +866 +23%
AC
1117
Applied Capital
Arkansas
$284K +$284K +4,569 New
HFAS
1118
Hummer Financial Advisory Services
Illinois
$283K -$18.7K -300 -6%
RPC
1119
Rossmore Private Capital
Connecticut
$280K -$353K -5,665 -56%
HFA
1120
High Falls Advisors
New York
$280K +$187 +3 +0.1%
WJA
1121
Willis Johnson & Associates
Texas
$280K +$8.69K +140 +3%
CA
1122
Calton & Associates
Florida
$279K -$51.2K -824 -16%
LSV Asset Management
1123
LSV Asset Management
Illinois
$279K – – –
GT
1124
Glenview Trust
Kentucky
$279K +$310 +5 +0.1%
APC
1125
Aspire Private Capital
North Carolina
$278K -$214K -3,441 -44%
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