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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 %
MWP
1426
Meridian Wealth Partners
Pennsylvania
$20K +$20K +333 New
AIG
1427
American International Group
New York
$19.8K -$760 -12,376 -4%
PS
1428
Planned Solutions
California
$19K – – –
RIA
1429
RPG Investment Advisory
California
$18K – – –
EWM
1430
Edge Wealth Management
New York
$18K – – –
BC
1431
Barnett & Company
Tennessee
$18K – – –
LWP
1432
Laurel Wealth Planning
Minnesota
$18K +$18K +301 New
EWA
1433
Evolution Wealth Advisors
Florida
$16K – – –
JWA
1434
JFS Wealth Advisors
Pennsylvania
$16K +$12.1K +202 +306%
TCM
1435
TD Capital Management
Tennessee
$15K – – –
CIAS
1436
CBIZ Investment Advisory Services
Ohio
$15K -$13K – –
WLPWM
1437
Walled Lake Planning & Wealth Management
Illinois
$15K – – –
RWG
1438
Regal Wealth Group
California
$15K +$122 +2 +0.8%
PWA
1439
Phoenix Wealth Advisors
North Carolina
$15K +$15K +250 New
CCM
1440
Cribstone Capital Management
Maine
$14K – – –
HCM
1441
Highlander Capital Management
New Jersey
$14K – – –
TFGT
1442
TS Financial Group (TSFG)
Illinois
$14K +$2.03K +34 +17%
CCC
1443
Crescent Capital Consulting
Louisiana
$14K +$14K +236 New
IWP
1444
IAG Wealth Partners
Wisconsin
$13K – – –
GAM
1445
Gemmer Asset Management
California
$12K -$20.9K -334 -63%
CT
1446
Clearstead Trust
Maine
$12K – – –
SFSIG
1447
San Francisco Sentry Investment Group
California
$12K – – –
RTC
1448
Riverview Trust Company
Washington
$12K – – –
CFN
1449
Cordasco Financial Network
Florida
$12K – – –
SMG
1450
Spectrum Management Group
Indiana
$12K +$4.02K +67 +50%
56 57
58
59 60