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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 %
IA
1251
Insight Advisors
Pennsylvania
$212K +$212K +3,447 New
GWCM
1252
Godshalk Welsh Capital Management
Pennsylvania
$212K +$212K +3,450 New
IIC
1253
Ironwood Investment Counsel
Arizona
$211K +$211K +3,437 New
EFSCE
1254
Enterprise Financial Services Corp (EFSC)
Missouri
$210K +$798 +13 +0.4%
FWIA
1255
Fort Washington Investment Advisors
Ohio
$209K -$36.9K -600 -15%
WFA
1256
Websterrogers Financial Advisors
South Carolina
$209K +$209K +3,421 New
WCM
1257
WealthBridge Capital Management
Ohio
$206K +$206K +3,355 New
ATPW
1258
Ashton Thomas Private Wealth
Arizona
$205K +$205K +3,344 New
FFA
1259
Freedman Financial Associates
Massachusetts
$205K +$205K +3,340 New
DDC
1260
DF Dent & Co
Maryland
$205K +$205K +3,341 New
CWM
1261
Campbell Wealth Management
Virginia
$205K +$205K +3,343 New
WS
1262
Wela Strategies
Georgia
$205K +$205K +3,344 New
PG
1263
Patten Group
Tennessee
$204K -$65.8K -1,070 -24%
P
1264
Pitcairn
Pennsylvania
$204K +$204K +3,318 New
WSFS
1265
Wilmington Savings Fund Society
Delaware
$203K -$68.6K -1,115 -25%
WRM
1266
Weybosset Research & Management
Rhode Island
$203K -$30.8K -500 -13%
LAS
1267
Lloyd Advisory Services
Georgia
$201K +$19.9K +323 +11%
OAM
1268
Oppenheimer Asset Management
New York
$201K +$201K +3,282 New
FP
1269
Financial Perspectives
Minnesota
$200K – – –
MFG
1270
MidWestOne Financial Group
Iowa
$200K +$200K +3,250 New
BFM
1271
Boston Financial Management
Massachusetts
$200K +$200K +3,263 New
SIS
1272
Sound Income Strategies
Florida
$197K +$61 +1 +0%
JWM
1273
Janiczek Wealth Management
Colorado
$191K – – –
AA
1274
AlphaMark Advisors
Kentucky
$190K – – –
PCG
1275
Private Capital Group
Connecticut
$189K -$64.2K -1,047 -25%
49 50
51
52 53