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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 %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$9.78M +$1.02M +16,557 +12%
Calamos Advisors
202
Calamos Advisors
Illinois
$9.77M -$439K -7,143 -4%
Squarepoint
203
Squarepoint
New York
$9.45M -$31.3M -508,916 -77%
CC
204
Cipher Capital
New York
$9.4M +$9.4M +153,051 New
MCM
205
Maryland Capital Management
Maryland
$9.33M +$920K +14,971 +11%
AIM
206
Achmea Investment Management
Netherlands
$9.24M -$1.74M -28,371 -16%
Schroder Investment Management Group
207
Schroder Investment Management Group
United Kingdom
$9.16M +$672K +10,935 +8%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$9.05M +$4.54M +73,968 +101%
LIM
209
Leavell Investment Management
Alabama
$8.99M +$351K +5,706 +4%
MSA
210
Mason Street Advisors
Wisconsin
$8.95M -$162K -2,630 -2%
SI
211
Stephens Inc
Arkansas
$8.94M +$629K +10,238 +8%
AII
212
AGF Investments Inc
Ontario, Canada
$8.92M -$224K -3,648 -2%
EVM
213
Eaton Vance Management
Massachusetts
$8.77M +$89K +1,449 +1%
KeyBank National Association
214
KeyBank National Association
Ohio
$8.75M -$131K -2,139 -1%
B
215
Bridgeworth
Alabama
$8.72M +$136K +2,208 +2%
AWM
216
Arbor Wealth Management
Florida
$8.68M -$629K -10,239 -7%
IIM
217
Intact Investment Management
Quebec, Canada
$8.64M -$160K -2,600 -2%
AWM
218
AE Wealth Management
Kansas
$8.56M +$435K +7,082 +5%
AMG
219
Advisors Management Group
Wisconsin
$8.48M -$60.8K -990 -0.7%
BGIM
220
Brandywine Global Investment Management
Pennsylvania
$8.47M +$416K +6,768 +5%
MLICM
221
Metropolitan Life Insurance Company (MetLife)
New York
$8.41M -$447K -7,275 -5%
ProShare Advisors
222
ProShare Advisors
Maryland
$8.35M +$785K +12,771 +10%
MOACM
223
Mutual of America Capital Management
New York
$8.16M -$262K -4,266 -3%
IMRF
224
Illinois Municipal Retirement Fund
Illinois
$8.13M +$6.51M +105,981 +401%
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$8.12M +$282K +4,590 +4%
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