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Southern Company
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Overview Fund Activity

1,480 hedge funds and large institutions have $39.2B invested in Southern Company in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 592 increasing their positions, 554 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
-10
Holders Change %
-0.67%
% of All Funds
26.06%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
105
Increased
592
Reduced
554
Closed
106
Calls
$286M
Puts
$185M
Net Calls
+$100M
Net Calls Change
+$32.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$309M
2
Cohen & Steers
Cohen & Steers
New York
+$178M
3
Norges Bank
Norges Bank
Norway
+$133M
4
Two Sigma Investments
Two Sigma Investments
New York
+$85.9M
5
ZP
Zimmer Partners
New York
+$83.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$116M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$102M
3
Franklin Resources
Franklin Resources
California
-$71M
4
Stifel Financial
Stifel Financial
Missouri
-$54.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAG
1526
Signet Investment Advisory Group
Rhode Island
– -$293K -4,775 Closed
LWM
1527
Laidlaw Wealth Management
New York
– -$292K -4,753 Closed
BAS
1528
Brown Advisory Securities
Maryland
– -$280K -4,557 Closed
AHB
1529
Abner Herrman & Brock
New Jersey
– -$274K -4,457 Closed
BAM
1530
Blueshift Asset Management
New Jersey
– -$266K -4,336 Closed
FWCM
1531
Ferguson Wellman Capital Management
Oregon
– -$244K -3,970 Closed
OPCM
1532
Osborne Partners Capital Management
California
– -$242K -3,940 Closed
TI
1533
tru Independence
Oregon
– -$240 -3,908 Closed
ACM
1534
AlphaStar Capital Management
North Carolina
– -$231K -3,876 Closed
CFG
1535
Cooper Financial Group
California
– -$236K -3,850 Closed
LOPW
1536
Live Oak Private Wealth
North Carolina
– -$236K -3,842 Closed
FANJ
1537
Financial Architects (New Jersey)
New Jersey
– -$232K -3,775 Closed
ML
1538
McAdam LLC
Pennsylvania
– -$230K -3,758 Closed
CSM
1539
CAMG Solamere Management
North Carolina
– -$226K -3,673 Closed
CTI
1540
Community Trust & Investment
Kentucky
– -$222K -3,608 Closed
HWA
1541
HCR Wealth Advisors
California
– -$221K -3,602 Closed
MFG
1542
Magnus Financial Group
New York
– -$218K -3,555 Closed
MCM
1543
Maple Capital Management
Vermont
– -$217K -3,530 Closed
SAM
1544
Secure Asset Management
Michigan
– -$215K -3,499 Closed
PIA
1545
Pinion Investment Advisors
Kansas
– -$213K -3,469 Closed
FWIA
1546
Fort Washington Investment Advisors
Ohio
– -$209K -3,400 Closed
ATPW
1547
Ashton Thomas Private Wealth
Arizona
– -$205K -3,344 Closed
WSFS
1548
Wilmington Savings Fund Society
Delaware
– -$203K -3,299 Closed
BFM
1549
Boston Financial Management
Massachusetts
– -$200K -3,263 Closed
CTFG
1550
Capstone Triton Financial Group
Oklahoma
– -$186K -3,025 Closed
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