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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 %
LWM
1351
Liberty Wealth Management
California
$66K +$36.3K +619 +123%
PA
1352
Perennial Advisors
New York
$66K +$66K +1,080 New
EW
1353
Evoke Wealth
California
$64K +$3.47K +56 +6%
VCM
1354
Versant Capital Management
Arizona
$63K +$550 +9 +0.9%
LAM
1355
Lountzis Asset Management
Pennsylvania
$61K +$61K +1,000 New
GIA
1356
Goodwin Investment Advisory
Georgia
$61K +$61K +1,000 New
LWCFA
1357
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K +$7.42K +120 +14%
AIL
1358
AGF Investments LLC
Ontario, Canada
$59K -$240K -3,912 -80%
HFS
1359
Horizon Financial Services
North Carolina
$59K – – –
PFGIA
1360
Patriot Financial Group Insurance Agency
Massachusetts
$59K +$3.32K +54 +6%
BAM
1361
Bellevue Asset Management
Washington
$58K +$179 +3 +0.3%
PK
1362
Pflug Koory
Nebraska
$58K +$47.9K +783 +475%
CFO
1363
CVA Family Office
Colorado
$57K – – –
GTAM
1364
Global Trust Asset Management
Florida
$56K – – –
POIA
1365
Pin Oak Investment Advisors
Texas
$54K -$8.78K -325 -14%
CWM
1366
Cranbrook Wealth Management
Michigan
$54K – – –
LC
1367
Lindbrook Capital
California
$54K +$4.18K +68 +8%
PCA
1368
Peddock Capital Advisors
Massachusetts
$52K +$52K +850 New
KFA
1369
Krane Funds Advisors
New York
$52K +$52K +850 New
SFA
1370
Semmax Financial Advisors
North Carolina
$50K -$3.29K -53 -6%
EIP
1371
Ellis Investment Partners
Pennsylvania
$47K – – –
MFT
1372
Moisand Fitzgerald Tamayo
Florida
$47K +$17.8K +287 +61%
AWM
1373
AllSquare Wealth Management
New York
$46K – – –
BWM
1374
Birchcreek Wealth Management
Ohio
$45K +$45K +740 New
JFA
1375
JNBA Financial Advisors
Minnesota
$44K – – –
53 54
55
56 57