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Southern Company
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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.

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
1
Franklin Resources
California
$1.97B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$550M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.97B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.21B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$203M

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.4B
2
State Street
2
State Street
Massachusetts
$3.21B
3
KBC Group
3
KBC Group
Belgium
$79.7M
4
Norges Bank
4
Norges Bank
Norway
$247M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.49B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.49B 89,404,302 -1,606,873 -2%
BlackRock
2
BlackRock
New York
$4.4B 71,639,735 -2,281,621 -3%
State Street
3
State Street
Massachusetts
$3.21B 52,218,331 -1,850,866 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.39B 38,967,662 +1,958,409 +5%
Franklin Resources
5
Franklin Resources
California
$1.97B 32,055,569 +4,201,859 +15%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.97B 32,051,347 +3,218,412 +11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.21B 19,750,251 +3,154,842 +19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$916M 14,958,636 +142,467 +1%
Northern Trust
9
Northern Trust
Illinois
$749M 12,188,610 -466,375 -4%
Legal & General Group
10
Legal & General Group
United Kingdom
$654M 10,651,406 -160,417 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$617M 10,049,082 -214,435 -2%
Capital Research Global Investors
12
Capital Research Global Investors
California
$550M 8,947,593 +3,380,690 +61%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$523M 8,520,057 -236,581 -3%
Bank of America
14
Bank of America
North Carolina
$468M 7,612,036 -66,872 -0.9%
Federated Hermes
15
Federated Hermes
Pennsylvania
$399M 6,495,068 -528 -0%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$363M 5,911,191 -1,135,911 -16%
Swiss National Bank
17
Swiss National Bank
Switzerland
$329M 5,358,919 -92,200 -2%
Wells Fargo
18
Wells Fargo
California
$307M 4,996,249 +165,243 +3%
Charles Schwab
19
Charles Schwab
California
$287M 4,664,133 +51,687 +1%
Morgan Stanley
20
Morgan Stanley
New York
$281M 4,575,706 +1,202,647 +36%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$252M 4,099,120 +1,323,150 +48%
Norges Bank
22
Norges Bank
Norway
$247M 4,025,746 -1,655,728 -29%
UBS AM
23
UBS AM
Illinois
$240M 3,911,765 -390,801 -9%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$240M 3,898,874 -1,043,477 -21%
Goldman Sachs
25
Goldman Sachs
New York
$231M 3,768,187 +278,826 +8%
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