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Southern Company
SO

Overview Fund Activity

2,174 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,174
Holders Change
+76
Holders Change %
+3.62%
% of All Funds
29.54%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
225
Increased
896
Reduced
727
Closed
105
Calls
$502M
Puts
$284M
Net Calls
+$217M
Net Calls Change
+$124M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.85B
2
SCP
Soroban Capital Partners
New York
$205M
3
Citadel Advisors
Citadel Advisors
Florida
$224M
4
Bank of America
Bank of America
North Carolina
$839M
5
Vanguard Group
Vanguard Group
Pennsylvania
$9.58B

Top Sellers

1
GQG Partners
GQG Partners
Florida
$4.7M
2
Capital International Investors
Capital International Investors
California
$2.37B
3
Renaissance Technologies
Renaissance Technologies
New York
$17.4M
4
Goldman Sachs
Goldman Sachs
New York
$675M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
251
CCM Investment Advisers
South Carolina
$13.2M +$244K +2,659 +2%
Mirae Asset Global ETFs Holdings
252
Mirae Asset Global ETFs Holdings
Hong Kong
$13.1M +$1.76M +19,119 +15%
DWM
253
Dakota Wealth Management
Florida
$12.9M -$2.61M -28,428 -17%
GCM
254
Greenland Capital Management
New York
$12.8M +$9.66M +105,010 +303%
KFC
255
Klingenstein Fields & Co
New York
$12.8M -$1.47K -16 -0%
Royal London Asset Management
256
Royal London Asset Management
United Kingdom
$12.7M +$5.5M +59,834 +77%
QCM
257
QRG Capital Management
Illinois
$12.6M +$933K +10,149 +8%
CPL
258
Capital & Planning LLC
Georgia
$12.6M +$134K +1,458 +1%
BIA
259
Biondo Investment Advisors
Pennsylvania
$12.6M +$323K +3,508 +3%
VI
260
Vestcor Inc
New Brunswick, Canada
$12.6M -$676K -7,351 -5%
NAM
261
Nissay Asset Management
Japan
$12.5M +$167K +1,815 +1%
Envestnet Portfolio Solutions
262
Envestnet Portfolio Solutions
Illinois
$12.5M -$764K -8,306 -6%
Pathstone Holdings
263
Pathstone Holdings
New Jersey
$12.4M +$257K +2,794 +2%
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$12.3M +$347K +3,993 +3%
AF
265
Alerus Financial
North Dakota
$12.3M +$1.36M +14,738 +12%
VV
266
Verity & Verity
South Carolina
$12.2M -$6.37M -69,235 -34%
CWM
267
CIBC World Markets
New York
$12.2M -$3.74M -40,655 -24%
TPSF
268
Texas Permanent School Fund
Texas
$12.1M +$12.1M +131,270 New
SG Americas Securities
269
SG Americas Securities
New York
$11.8M +$7.93M +86,197 +204%
SOADOR
270
State of Alaska Department of Revenue
Alaska
$11.8M +$317K +3,445 +3%
JPWM
271
Jamison Private Wealth Management
Georgia
$11.8M +$42.7K +464 +0.4%
KeyBank National Association
272
KeyBank National Association
Ohio
$11.7M +$148K +1,610 +1%
MOACM
273
Mutual of America Capital Management
New York
$11.7M -$353K -3,840 -3%
PA
274
Pinnacle Associates
New York
$11.7M +$358K +3,890 +3%
Bank of Nova Scotia
275
Bank of Nova Scotia
Ontario, Canada
$11.6M -$3.19M -34,645 -22%
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