SO icon

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 %
KPWS
401
Kestra Private Wealth Services
Texas
$6.39M +$618K +6,724 +11%
CA
402
Carson Advisory
Georgia
$6.38M +$368 +4 +0%
SB
403
Simmons Bank
Arkansas
$6.36M -$67.5K -734 -1%
TCM
404
Telos Capital Management
California
$6.35M +$96.4K +1,048 +2%
Los Angeles Capital Management
405
Los Angeles Capital Management
California
$6.31M +$5.63M +61,194 +821%
CIG
406
Cullen Investment Group
Louisiana
$6.27M +$4.3M +46,756 +218%
GT
407
Glenmede Trust
Pennsylvania
$6.27M -$1.95M -21,207 -24%
IWC
408
Integrated Wealth Concepts
Massachusetts
$6.24M -$178K -1,934 -3%
MMPW
409
Mitchell McLeod Pugh & Williams
Alabama
$6.23M +$4.51K +49 +0.1%
HIMCH
410
Hartford Investment Management Co (HIMCO)
Connecticut
$6.15M -$85.6K -931 -1%
MDCM
411
Morgan Dempsey Capital Management
Wisconsin
$6.09M -$657K -7,150 -10%
CSP
412
Cary Street Partners
Virginia
$6.02M +$2.36M +25,700 +65%
CBTWT
413
Community Bank & Trust (Waco, Texas)
Texas
$6M -$93.2K -1,014 -2%
VA
414
Vident Advisory
Georgia
$5.98M +$270K +2,938 +5%
BCM
415
Buckhead Capital Management
Georgia
$5.95M +$125K +1,361 +2%
Nordea Investment Management
416
Nordea Investment Management
Sweden
$5.95M +$500K +5,405 +9%
Canada Pension Plan Investment Board
417
Canada Pension Plan Investment Board
Ontario, Canada
$5.93M -$99M -1,076,788 -94%
MC
418
Moors & Cabot
Massachusetts
$5.9M -$24.9K -271 -0.4%
MWM
419
Marietta Wealth Management
Georgia
$5.9M +$4.82M +52,469 +451%
UB
420
UMB Bank
Missouri
$5.89M -$30.3K -330 -0.5%
WC
421
Woodstock Corp
Massachusetts
$5.86M +$2.01M +21,901 +52%
SBWIC
422
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.86M -$18.4K -200 -0.3%
Thrivent Financial for Lutherans
423
Thrivent Financial for Lutherans
Minnesota
$5.84M -$1.94M -21,336 -25%
AWCI
424
Alpine Woods Capital Investors
New York
$5.76M +$1.24M +13,437 +27%
GIBU
425
Gulf International Bank (UK)
United Kingdom
$5.73M -$2.28M -24,797 -28%
15 16
17
18 19