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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 %
AWM
1326
Accel Wealth Management
Iowa
$97K +$97K +1,585 New
KTC
1327
Kistler-Tiffany Companies
Pennsylvania
$96K – – –
PCA
1328
Providence Capital Advisors
North Carolina
$96K +$96K +1,567 New
HFA
1329
Hoover Financial Advisors
Pennsylvania
$95K +$95K +1,601 New
RA
1330
Reby Advisors
Connecticut
$94K +$94K +1,530 New
APW
1331
Acima Private Wealth
Virginia
$92K – – –
SAM
1332
S.A. Mason
Michigan
$92K – – –
CI
1333
CX Institutional
Indiana
$91K -$82.6K -1,346 -48%
AssetMark Inc
1334
AssetMark Inc
California
$90K +$556 +9 +0.6%
CBT
1335
Central Bank & Trust
Kentucky
$88K +$66.5K +1,082 +309%
EDRH
1336
Edmond de Rothschild Holding
Switzerland
$86K +$86K +1,400 New
BWM
1337
Baystate Wealth Management
Massachusetts
$85K -$61 -1 -0.1%
TC
1338
Trust Company
Kansas
$84K -$18.8K -306 -18%
MA
1339
MCF Advisors
Kentucky
$83K – – –
FCH
1340
Freestone Capital Holdings
Washington
$82.9K +$7.62K +124 +10%
MRCM
1341
M&R Capital Management
New Jersey
$82K -$36.4K -600 -31%
CAGAS
1342
Capital Advisory Group Advisory Services
Minnesota
$82K – – –
LB
1343
Legacy Bridge
Iowa
$80K +$43.1K +700 +117%
Skandinaviska Enskilda Banken (SEB)
1344
Skandinaviska Enskilda Banken (SEB)
Sweden
$76K -$2.26M -36,800 -97%
Bank Julius Baer & Co
1345
Bank Julius Baer & Co
Switzerland
$73K +$73K +1,188 New
VCM
1346
Vigilant Capital Management
Maine
$72K -$67.5K -1,100 -48%
ADL
1347
Asset Dedication LLC
California
$72K +$1.53K +25 +2%
PGAM
1348
Princeton Global Asset Management
New Jersey
$71K +$12.2K +200 +21%
JFGIW
1349
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K -$12.3K -200 -15%
HIA
1350
Harbor Investment Advisory
Maryland
$67K +$12.7K +207 +23%
52 53
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