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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 %
AQR Capital Management
151
AQR Capital Management
Connecticut
$15.9M -$1.92M -31,566 -11%
ECM
152
ExodusPoint Capital Management
New York
$15.8M +$7.85M +127,810 +99%
MIM
153
MetLife Investment Management
New Jersey
$15.8M -$692K -11,262 -4%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$15.4M +$1.29M +21,052 +9%
Comerica Bank
155
Comerica Bank
Texas
$15.4M -$462K -7,685 -3%
CC
156
Cornerstone Capital
California
$15.1M -$628K -10,220 -4%
Creative Planning
157
Creative Planning
Kansas
$14.7M +$169K +2,747 +1%
Acadian Asset Management
158
Acadian Asset Management
Massachusetts
$14.7M +$72.9K +1,186 +0.5%
SOADOR
159
State of Alaska Department of Revenue
Alaska
$14.7M -$281K -4,579 -2%
GIBU
160
Gulf International Bank (UK)
United Kingdom
$14.3M -$1.17M -18,975 -8%
FMLI
161
Fukoku Mutual Life Insurance
Japan
$14.3M – – –
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$14.2M -$649K -10,566 -4%
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$13.9M -$605K -9,857 -4%
AIMCA
164
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.8M -$663K -10,800 -5%
PAM
165
Panagora Asset Management
Massachusetts
$13.6M -$2.09M -34,053 -13%
IAA
166
Independent Advisor Alliance
North Carolina
$13.4M +$249K +4,057 +2%
MSL
167
Mackay Shields LLC
New York
$13.4M -$2.86M -46,569 -18%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$13.2M -$54.2K -883 -0.4%
WIC
169
Willis Investment Counsel
Georgia
$13.1M -$8.22M -133,840 -39%
NPA
170
Nichols & Pratt Advisers
Massachusetts
$13.1M -$443K -7,208 -3%
URS
171
Utah Retirement Systems
Utah
$13M +$559K +9,100 +4%
GT
172
Glenmede Trust
Pennsylvania
$12.9M -$826K -13,444 -6%
FCI
173
Financial Counselors Inc
Kansas
$12.6M +$189K +3,070 +2%
DekaBank Deutsche Girozentrale
174
DekaBank Deutsche Girozentrale
Germany
$12.6M +$1.17M +19,480 +10%
Nomura Asset Management
175
Nomura Asset Management
Japan
$12.6M +$484K +7,883 +4%
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