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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 %
FA
1176
Fagan Associates
New York
$250K +$250K +4,071 New
WI
1177
Wintrust Investments
Illinois
$248K -$2.95K -48 -1%
PB
1178
Pinnacle Bancorp
Nebraska
$247K -$9.2K -150 -4%
JIC
1179
Joel Isaacson & Co
New York
$247K – – –
SWA
1180
Sax Wealth Advisors
New Jersey
$247K +$247K +4,016 New
YIA
1181
YHB Investment Advisors
Connecticut
$247K +$247K +4,018 New
SFPG
1182
Stonebridge Financial Planning Group
Florida
$246K – – –
CWC
1183
Carolinas Wealth Consulting
North Carolina
$246K +$14.9K +242 +6%
MFG
1184
Menard Financial Group
Texas
$244K -$39.8K -647 -14%
FWCM
1185
Ferguson Wellman Capital Management
Oregon
$244K – – –
WPW
1186
Waldron Private Wealth
Pennsylvania
$242K -$3.31K -54 -1%
FCA
1187
FLC Capital Advisors
California
$242K – – –
OPCM
1188
Osborne Partners Capital Management
California
$242K +$242K +3,940 New
BS
1189
Boenning & Scattergood
Pennsylvania
$241K – – –
BLAM
1190
Bourne Lent Asset Management
New York
$241K – – –
HCM
1191
Hodges Capital Management
Texas
$240K -$6.14K -100 -2%
HC
1192
Hourglass Capital
Texas
$240K – – –
PAM
1193
Peak Asset Management
Colorado
$240K – – –
HWA
1194
Heritage Wealth Advisors
Virginia
$240K +$16.9K +274 +8%
PCP
1195
Proficio Capital Partners
Massachusetts
$240K +$240K +3,905 New
NAM
1196
NorthCoast Asset Management
Connecticut
$238K -$74.2K -1,207 -24%
CFG
1197
Cooper Financial Group
California
$236K -$128K -2,095 -35%
ACP
1198
Arcus Capital Partners
Georgia
$236K +$236K +3,835 New
LOPW
1199
Live Oak Private Wealth
North Carolina
$236K +$236K +3,842 New
FFC
1200
First Financial Corp
Indiana
$234K -$14.8K -240 -6%
46 47
48
49 50