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Southern Company
SO

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 %
TLFA
1476
True Link Financial Advisors
California
$3K +$3K +47 New
DWMG
1477
DB Wealth Management Group
California
$3K +$3K +50 New
PO
1478
Private Ocean
California
$3K +$3K +53 New
CAM
1479
Costello Asset Management
Pennsylvania
$2K – – –
LFG
1480
Larson Financial Group
Missouri
$2K +$1.44K +28 +255%
SFO
1481
Standard Family Office
South Dakota
$2K +$2K +34 New
Fidelity International
1482
Fidelity International
Bermuda
$1K +$500 +6 +100%
TFA
1483
Transamerica Financial Advisors
Florida
$1K +$1K +8 New
PFA
1484
Professional Financial Advisors
Nebraska
$1K +$1K +10 New
WWM
1485
Wolff Wiese Magana
California
$1K +$1K +17 New
Walleye Capital
1486
Walleye Capital
New York
$854 +$854 +13,895 New
TI
1487
tru Independence
Oregon
$240 – – –
CRI
1488
Colonial River Investments
Virginia
$216 +$216 +3,568 New
WIM
1489
Westside Investment Management
California
$9 – – –
ZP
1490
Zimmer Partners
New York
– -$45.5M -838,772 Closed
LC
1491
LNZ Capital
New York
– -$24.7M -455,000 Closed
RPI
1492
Railway Pension Investments
United Kingdom
– -$14.1M -259,192 Closed
WMSA
1493
Weiss Multi-Strategy Advisers
New York
– -$8.4M -155,000 Closed
IMPI
1494
Ilmarinen Mutual Pension Insurance
Finland
– -$6.24M -115,000 Closed
TA
1495
Tiedemann Advisors
New York
– -$3.76M -69,316 Closed
B
1496
Barings
North Carolina
– -$3.57M -65,795 Closed
Capstone Investment Advisors
1497
Capstone Investment Advisors
New York
– -$3.27M -60,374 Closed
GIM
1498
Guild Investment Management
California
– -$2.68M -49,500 Closed
DIM
1499
DC Investments Management
Virginia
– -$2.5M -46,191 Closed
OTPPB
1500
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$2.1M -38,703 Closed
58 59
60
61 62