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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 %
AP
1201
Appleton Partners
Massachusetts
$233K -$11K -179 -4%
FBB
1202
Fulton Breakefield Broenniman
Maryland
$233K -$8.97K -146 -4%
GAG
1203
GM Advisory Group
New York
$233K – – –
NFSG
1204
Newbridge Financial Services Group
Florida
$233K +$369 +6 +0.2%
SWA
1205
Sutton Wealth Advisors
Florida
$232K +$8.05K +131 +4%
FANJ
1206
Financial Architects (New Jersey)
New Jersey
$232K -$267K -4,346 -54%
CCM
1207
Coldstream Capital Management
Washington
$232K +$232K +3,784 New
AWM
1208
Absher Wealth Management
North Carolina
$231K -$184K -3,000 -44%
CTB
1209
Country Trust Bank
Illinois
$231K – – –
ACM
1210
AlphaStar Capital Management
North Carolina
$231K +$231K +3,876 New
PA
1211
Parallel Advisors
California
$230K -$58.3K -951 -20%
NAS
1212
Nicolet Advisory Services
Wisconsin
$230K +$184 +3 +0.1%
WI
1213
Wedgewood Investors
Pennsylvania
$230K +$230K +3,750 New
ML
1214
McAdam LLC
Pennsylvania
$230K +$230K +3,758 New
RHBC
1215
R.H. Bluestein & Co
Michigan
$229K -$15.4K -250 -6%
NFG
1216
Nadler Financial Group
Illinois
$228K – – –
TC
1217
Truvestments Capital
Florida
$228K +$139K +2,259 +155%
MWM
1218
Modera Wealth Management
New Jersey
$228K +$228K +3,722 New
CSM
1219
CAMG Solamere Management
North Carolina
$226K -$1.09M -17,765 -83%
EPWM
1220
Essex Private Wealth Management
Massachusetts
$226K +$226K +3,680 New
GGI
1221
Godsey & Gibb Inc
Virginia
$225K -$6.13K -100 -3%
FWM
1222
FSA Wealth Management
Massachusetts
$224K -$24.5K -398 -10%
SSC
1223
Syverson Strege & Co
Iowa
$224K +$224K +3,639 New
GLA
1224
Great Lakes Advisors
Illinois
$224K +$224K +3,650 New
OWA
1225
Octavia Wealth Advisors
Ohio
$223K +$223K +3,623 New
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