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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 %
KWM
1151
Keebeck Wealth Management
Illinois
$266K +$266K +4,334 New
BAM
1152
Blueshift Asset Management
New Jersey
$266K +$266K +4,336 New
SLF
1153
Sun Life Financial
Ontario, Canada
$265K -$384K -6,257 -59%
BWM
1154
BCS Wealth Management
Tennessee
$265K – – –
TSS
1155
Thomas Story & Son
Indiana
$264K – – –
SCA
1156
Spearhead Capital Advisors
Florida
$264K – – –
AFAS
1157
Acorn Financial Advisory Services
Virginia
$263K +$33.9K +550 +15%
MPI
1158
Mairs & Power Inc
Minnesota
$262K -$6.95K -113 -3%
LBD
1159
Landsberg Bennett & Dubbaneh
Florida
$262K +$2.34K +38 +0.9%
CC
1160
Courier Capital
New York
$262K +$30.6K +498 +13%
TWA
1161
TCI Wealth Advisors
Arizona
$259K -$23.6K -383 -8%
MIC
1162
Meridian Investment Counsel
California
$258K – – –
FIM
1163
Freedom Investment Management
Connecticut
$257K -$12.5K -204 -5%
HCP
1164
Hexagon Capital Partners
Arkansas
$257K – – –
AFA
1165
Atlanta Financial Associates
Georgia
$257K +$257K +4,180 New
TCM
1166
Tufton Capital Management
Maryland
$254K -$3.06K -50 -1%
BFA
1167
Brown Financial Advisory
Alabama
$254K +$254K +4,138 New
IWS
1168
Insight Wealth Strategies
California
$253K -$42K -683 -14%
FWM
1169
ForthRight Wealth Management
Georgia
$253K +$253K +4,125 New
FHC
1170
First Heartland Consultants
Missouri
$252K +$10.9K +178 +5%
WP
1171
WealthPLAN Partners
Nebraska
$252K +$17.2K +285 +7%
SC
1172
Searle & Co
Connecticut
$252K +$252K +4,100 New
SDAM
1173
Shulman DeMeo Asset Management
New York
$252K +$252K +4,109 New
FIA
1174
Foundations Investment Advisors
Arizona
$251K +$251K +4,084 New
EWA
1175
Exencial Wealth Advisors
Oklahoma
$250K -$45.1K -734 -15%
45 46
47
48 49