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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 %
AIM
1276
Acropolis Investment Management
Missouri
$188K – – –
CTFG
1277
Capstone Triton Financial Group
Oklahoma
$186K +$186K +3,025 New
AWM
1278
Atticus Wealth Management
Florida
$184K – – –
QCG
1279
Quadrant Capital Group
Ohio
$180K +$34.3K +558 +24%
CMA
1280
Cedar Mountain Advisors
Oregon
$174K +$1.84K +30 +1%
CFFP
1281
Center for Financial Planning
Michigan
$163K -$42.9K -700 -21%
FPS
1282
Fieldpoint Private Securities
Connecticut
$163K +$163K +2,653 New
BCA
1283
Berman Capital Advisors
Georgia
$162K -$45.3K -738 -22%
RWA
1284
Ropes Wealth Advisors
Massachusetts
$155K -$48.3K -785 -24%
BBHBI
1285
B, B, H, & B Inc
Alabama
$155K +$155K +2,529 New
CIM
1286
Centersquare Investment Management
Pennsylvania
$151K – – –
HS
1287
Horan Securities
United States
$150K – – –
RE
1288
RBC Europe
United Kingdom
$150K – – –
EIM
1289
Essex Investment Management
Massachusetts
$147K – – –
SNT
1290
Security National Trust
West Virginia
$146K +$32.3K +525 +28%
MHR
1291
Matthew Hamilton Rosenberg
$145K +$34.3K +560 +31%
RIM
1292
Rockbridge Investment Management
New York
$144K +$110K +1,800 +327%
BWM
1293
BerganKDV Wealth Management
Minnesota
$142K +$123 +2 +0.1%
AW
1294
Avion Wealth
Texas
$139K +$6.13K +100 +5%
SN
1295
Sittner & Nelson
Oregon
$138K +$138K +2,246 New
TF
1296
Tompkins Financial
New York
$137K -$48.5K -790 -26%
PP
1297
PrairieView Partners
Minnesota
$137K – – –
CWA
1298
Clearview Wealth Advisors
Oregon
$137K +$137K +2,224 New
IFA
1299
Interactive Financial Advisors
Illinois
$136K – – –
WT
1300
Whittier Trust
California
$135K -$3.98K -65 -3%
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52
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