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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 %
RSWM
1226
Robertson Stephens Wealth Management
California
$222K -$8.27K -135 -4%
CTI
1227
Community Trust & Investment
Kentucky
$222K +$222K +3,608 New
VC
1228
Vicus Capital
Pennsylvania
$222K +$222K +3,616 New
ST
1229
Smithfield Trust
Pennsylvania
$221K -$51.2K -830 -19%
HWA
1230
HCR Wealth Advisors
California
$221K +$221K +3,602 New
WMA
1231
Wealth Management Associates
New Jersey
$220K +$220K +3,586 New
ATWA
1232
Arbor Trust Wealth Advisors
Michigan
$220K +$220K +3,576 New
SIC
1233
Samalin Investment Counsel
New York
$220K +$220K +3,586 New
AWMT
1234
AAFMAA Wealth Management & Trust
North Carolina
$219K +$219K +3,565 New
SIC
1235
Shoker Investment Counsel
Ohio
$219K +$219K +3,567 New
MFGM
1236
Marshall Financial Group (Maryland)
Maryland
$219K +$219K +3,568 New
MFG
1237
Magnus Financial Group
New York
$218K -$46.7K -762 -18%
IAMOG
1238
Investors Asset Management of Georgia
Georgia
$218K +$218K +3,543 New
SCM
1239
Salem Capital Management
Massachusetts
$218K +$218K +3,550 New
FPGK
1240
Financial Partners Group (Kansas)
Kansas
$218K +$218K +3,647 New
BJL
1241
Brighton Jones LLC
Washington
$217K -$32.3K -525 -13%
MCM
1242
Maple Capital Management
Vermont
$217K -$26.1K -424 -11%
SAM
1243
Secure Asset Management
Michigan
$215K -$143K -2,321 -40%
TPWA
1244
TRUE Private Wealth Advisors
Oregon
$215K – – –
FAM
1245
Formidable Asset Management
Ohio
$214K – – –
TA
1246
TruWealth Advisors
Louisiana
$214K +$214K +3,488 New
GWM
1247
Gray Wealth Management
Maine
$214K +$214K +3,496 New
FWP
1248
FAS Wealth Partners
Kansas
$213K +$213K +3,462 New
DAC
1249
Dividend Assets Capital
South Carolina
$213K +$213K +3,463 New
PIA
1250
Pinion Investment Advisors
Kansas
$213K +$213K +3,469 New
48 49
50
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