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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 %
PFBT
1301
Parkside Financial Bank & Trust
Missouri
$130K +$4.17K +68 +3%
CCA
1302
Childress Capital Advisors
Texas
$130K +$130K +2,112 New
CIR
1303
Clear Investment Research
Georgia
$128K -$9.8K -160 -7%
TFO
1304
Tarbox Family Office
California
$126K – – –
NIM
1305
NuWave Investment Management
New Jersey
$124K -$38.2K -622 -24%
PG
1306
Proffitt & Goodson
Tennessee
$118K – – –
SIM
1307
Sonora Investment Management
Arizona
$115K -$3.14K -51 -3%
MCM
1308
Manchester Capital Management
Vermont
$111K -$18.4K -300 -14%
HGWM
1309
Harvest Group Wealth Management
Massachusetts
$108K +$1.17K +19 +1%
TFM
1310
TFC Financial Management
Massachusetts
$106K – – –
SCM
1311
Silvant Capital Management
Georgia
$106K – – –
WPA
1312
West Paces Advisors
Georgia
$105K – – –
CCA
1313
Column Capital Advisors
Indiana
$105K -$18.4K -299 -15%
TFA
1314
Toth Financial Advisory
Virginia
$105K +$38.7K +629 +58%
NSB
1315
Norway Savings Bank
Maine
$104K +$4.91K +80 +5%
FDCDDQ
1316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K +$43.3K +704 +72%
ARMC
1317
American Research & Management Company
Massachusetts
$103K – – –
JGIA
1318
Jackson Grant Investment Advisers
Connecticut
$103K +$983 +16 +1%
COCM
1319
Charter Oak Capital Management
New Hampshire
$103K +$103K +1,673 New
BCP
1320
Blue Chip Partners
Michigan
$102K +$102K +1,664 New
MLFP
1321
MPS Loria Financial Planners
Illinois
$100K +$28.7K +486 +40%
NL
1322
NVWM LLC
Pennsylvania
$99K -$32.2K -525 -25%
ME
1323
McIlrath & Eck
Washington
$99K +$52.6K +858 +113%
BHWM
1324
Bay Harbor Wealth Management
Maryland
$98K -$63.2K -1,024 -39%
BWL
1325
Bogart Wealth LLC
Virginia
$97K – – –
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