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Southern Company
SO

Overview Fund Activity

2,173 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,173
Holders Change
+75
Holders Change %
+3.57%
% of All Funds
29.52%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
224
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
+$715M
2
SCP
Soroban Capital Partners
New York
+$205M
3
Citadel Advisors
Citadel Advisors
Florida
+$203M
4
Bank of America
Bank of America
North Carolina
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$131M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.36B
2
Capital International Investors
Capital International Investors
California
-$135M
3
Renaissance Technologies
Renaissance Technologies
New York
-$108M
4
Goldman Sachs
Goldman Sachs
New York
-$99.8M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$99M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
351
Sequoia Financial Advisors
Ohio
$7.81M +$1.82M +19,761 +30%
Lido Advisors
352
Lido Advisors
California
$7.81M +$626K +6,803 +9%
TRSOTSOK
353
Teachers Retirement System of the State of Kentucky
Kentucky
$7.78M +$338K +3,673 +5%
KBC Group
354
KBC Group
Belgium
$7.76M -$214K -2,324 -3%
FPB
355
First PREMIER Bank
South Dakota
$7.76M -$121K -1,316 -2%
JWCA
356
J.W. Cole Advisors
Florida
$7.68M +$4.86M +52,890 +173%
GFM
357
GF Fund Management
China
$7.66M +$357K +3,884 +5%
AFG
358
Albion Financial Group
Utah
$7.64M +$435K +4,734 +6%
Susquehanna International Group
359
Susquehanna International Group
Pennsylvania
$7.63M -$30.8M -335,037 -80%
CTC
360
Central Trust Company
Missouri
$7.62M -$39.3K -427 -0.5%
SIG
361
Sky Investment Group
Connecticut
$7.57M +$52.9K +575 +0.7%
NIM
362
NEOS Investment Management
Connecticut
$7.54M +$1.38M +15,008 +22%
SPC
363
Spirepoint Private Client
Florida
$7.54M +$865K +9,409 +13%
PI
364
Parkside Investments
Illinois
$7.48M +$1.8M +19,578 +32%
Neuberger Berman Group
365
Neuberger Berman Group
New York
$7.4M +$54.5K +593 +0.7%
AMIM
366
Aull & Monroe Investment Management
Alabama
$7.39M +$63.8K +694 +0.9%
SF
367
Summit Financial
New Jersey
$7.38M +$2.07M +22,546 +39%
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$7.35M -$377K -4,105 -5%
GI
369
GLOBALT Investments
Georgia
$7.33M +$20.7K +225 +0.3%
UCFA
370
United Capital Financial Advisors
Texas
$7.29M -$56.4K -613 -0.8%
PAM
371
Panagora Asset Management
Massachusetts
$7.24M +$2M +21,795 +38%
FVWA
372
Foster Victor Wealth Advisors
South Carolina
$7.23M +$269K +2,990 +4%
TNBTD
373
Trustmark National Bank Trust Department
Mississippi
$7.21M -$174K -1,892 -2%
Janus Henderson Group
374
Janus Henderson Group
United Kingdom
$7.2M -$4.81M -52,813 -40%
GC
375
Guggenheim Capital
Illinois
$7.17M -$1.76M -19,193 -20%
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