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Southern Company
SO

Overview Fund Activity

1,481 hedge funds and large institutions have $39.1B invested in Southern Company in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 598 increasing their positions, 519 reducing their positions, and 86 closing their positions.

Holders
1,481
Holders Change
-17
Holders Change %
-1.13%
% of All Funds
26.01%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
93
Increased
598
Reduced
519
Closed
86
Calls
$217M
Puts
$267M
Net Calls
-$50.5M
Net Calls Change
-$81.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.55B
2
Amundi
2
Amundi
France
$117M
3
EIP
3
Energy Income Partners
Connecticut
$109M
4
Franklin Resources
4
Franklin Resources
California
$1.84B
5
ZP
5
Zimmer Partners
New York
$203M

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.55B
2
Two Sigma Investments
2
Two Sigma Investments
New York
$27.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.17B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$3.81M
5
Millennium Management
5
Millennium Management
New York
$33.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
1476
Filbrandt Wealth Management
Wisconsin
$2K 31 +31 New
BBHC
1477
Brown Brothers Harriman & Co
New York
$1.6K 25,838 +3,216 +14%
LIA
1478
LBMC Investment Advisors
Tennessee
$1.14K 1,552 -16,235 -91%
WWM
1479
Wolff Wiese Magana
California
$1K 17 -27 -61%
TG
1480
TCW Group
California
$840 13,559 – –
WIM
1481
Westside Investment Management
California
$9 157 – –
Royal London Asset Management
1482
Royal London Asset Management
United Kingdom
– – -371,714 Closed
Two Sigma Advisers
1483
Two Sigma Advisers
New York
– – -250,900 Closed
ADEF
1484
Adams Diversified Equity Fund
Maryland
– – -241,000 Closed
JAM
1485
Jupiter Asset Management
United Kingdom
– – -93,481 Closed
CA
1486
Cornerstone Advisors
North Carolina
– – -90,000 Closed
MF
1487
Magnetar Financial
Illinois
– – -63,029 Closed
AIM
1488
Aigen Investment Management
New York
– – -55,910 Closed
QC
1489
Quadrature Capital
United Kingdom
– – -41,106 Closed
PP
1490
Paloma Partners
Connecticut
– – -39,073 Closed
QIM
1491
Quantitative Investment Management
Virginia
– – -26,267 Closed
BCM
1492
Bayesian Capital Management
New York
– – -23,571 Closed
B
1493
BP
United Kingdom
– – -23,272 Closed
CC
1494
Claybrook Capital
Massachusetts
– – -22,333 Closed
Verition Fund Management
1495
Verition Fund Management
Connecticut
– – -21,649 Closed
RIM
1496
Redwood Investment Management
Arizona
– – -20,087 Closed
BC
1497
Bridgefront Capital
Texas
– – -20,037 Closed
SCM
1498
Stevens Capital Management
Pennsylvania
– – -18,951 Closed
CIP
1499
Convergence Investment Partners
Florida
– – -18,526 Closed
ESCM
1500
Echo Street Capital Management
New York
– – -17,873 Closed
58 59
60
61 62