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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 %
BFC
1126
Bedel Financial Consulting
Indiana
$278K – – –
KFGK
1127
Keystone Financial Group (Kentucky)
Kentucky
$277K -$11K -180 -4%
KPCM
1128
Kings Point Capital Management
New York
$277K +$245 +4 +0.1%
XWM
1129
Xcel Wealth Management
Florida
$277K +$798 +13 +0.3%
TFS
1130
Thoroughbred Financial Services
Tennessee
$277K +$277K +4,514 New
LSV Asset Management
1131
LSV Asset Management
Illinois
$276K -$2.63M -42,800 -90%
GT
1132
Glenview Trust
Kentucky
$276K -$6.15K -100 -2%
HFA
1133
High Falls Advisors
New York
$276K +$276K +4,494 New
AHB
1134
Abner Herrman & Brock
New Jersey
$274K -$219K -3,555 -44%
RCM
1135
Radnor Capital Management
Pennsylvania
$274K – – –
TIM
1136
Thompson Investment Management
Wisconsin
$273K -$5.23K -85 -2%
WP
1137
WMS Partners
Maryland
$273K +$2.89K +47 +1%
VLKIM
1138
Van Lanschot Kempen Investment Management
Netherlands
$272K – – –
SCP
1139
Shorepoint Capital Partners
Massachusetts
$272K – – –
RCM
1140
RNC Capital Management
California
$271K – – –
EGM
1141
Engineers Gate Manager
New York
$270K -$214K -3,490 -44%
AA
1142
Altman Advisors
Illinois
$270K – – –
IHL
1143
Investment House LLC
California
$270K +$123 +2 +0%
First Manhattan
1144
First Manhattan
New York
$270K +$4.05K +66 +2%
SAM
1145
Summit Asset Management
Tennessee
$269K +$859 +14 +0.3%
AOWM
1146
Alpha Omega Wealth Management
Virginia
$268K -$40.8K -665 -13%
AFA
1147
American Financial Advisors
Georgia
$268K +$2.33K +38 +0.9%
WJA
1148
Willis Johnson & Associates
Texas
$268K +$268K +4,370 New
MOS
1149
MGO One Seven
Ohio
$267K -$62.2K -1,011 -19%
SCA
1150
Stonebridge Capital Advisors
Minnesota
$267K +$14.9K +243 +6%
44 45
46
47 48