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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
$1.97B
2
Capital Research Global Investors
Capital Research Global Investors
California
$550M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.97B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.21B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$203M

Top Sellers

1
BlackRock
BlackRock
New York
$4.4B
2
State Street
State Street
Massachusetts
$3.21B
3
KBC Group
KBC Group
Belgium
$79.7M
4
Norges Bank
Norges Bank
Norway
$247M
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1451
Bourgeon Capital Management
Connecticut
$11K – – –
FRA
1452
Front Row Advisors
California
$11K – – –
WR
1453
WD Rutherford
Oregon
$11K +$11K +173 New
CIA
1454
CSat Investment Advisory
Michigan
$10K -$240K -3,909 -96%
BWA
1455
Burt Wealth Advisors
Maryland
$10K – – –
SL
1456
Savior LLC
Massachusetts
$10K – – –
SC
1457
Steph & Co
Wisconsin
$9K – – –
CB
1458
CNB Bank
Pennsylvania
$9K +$2.01K +34 +29%
SGAM
1459
Smith Group Asset Management
Texas
$8K – – –
TVWM
1460
Tower View Wealth Management
Wisconsin
$8K +$63 +1 +0.8%
AA
1461
Addison Advisors
Vermont
$8K +$8K +133 New
AWMS
1462
Advocacy Wealth Management Services
Georgia
$7K – – –
CP
1463
Corbenic Partners
Pennsylvania
$7K – – –
BFG
1464
Baron Financial Group
New Jersey
$6.14K – – –
APWM
1465
Atlas Private Wealth Management
New York
$6K -$6.6K -110 -52%
BAM
1466
Barrett Asset Management
New York
$6K -$667 -10 -10%
CYG
1467
Clean Yield Group
Vermont
$6K – – –
WAS
1468
Winch Advisory Services
Wisconsin
$6K +$63 +1 +1%
RCA
1469
Ranch Capital Advisors
Florida
$5K – – –
FPCG
1470
Fort Pitt Capital Group
Pennsylvania
$5K +$5K +75 New
AWM
1471
Avior Wealth Management
Nebraska
$4K +$58 +1 +1%
CBTWT
1472
Community Bank & Trust (Waco, Texas)
Texas
$3.35K +$67 +1,097 +2%
CA
1473
Crewe Advisors
Utah
$3K -$14.3K -200 -83%
HIM
1474
Hillsdale Investment Management
Ontario, Canada
$3K – – –
HI
1475
Hudock Inc
Pennsylvania
$3K +$56 +1 +2%
57 58
59
60 61