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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.

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

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$4.7M
2
Capital International Investors
2
Capital International Investors
California
$2.37B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$675M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$5.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
26
Marshall Wace
United Kingdom
$339M -$58.3M -634,494 -15%
Pictet Asset Management
27
Pictet Asset Management
Switzerland
$335M +$88.9M +966,991 +36%
Swiss National Bank
28
Swiss National Bank
Switzerland
$284M -$175K -1,900 -0.1%
Federated Hermes
29
Federated Hermes
Pennsylvania
$280M +$11.1M +120,816 +4%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$279M +$5.04M +54,824 +2%
Ensign Peak Advisors
31
Ensign Peak Advisors
Utah
$270M +$651K +7,079 +0.2%
Raymond James Financial
32
Raymond James Financial
Florida
$269M -$83.4M -906,988 -24%
National Pension Service
33
National Pension Service
South Korea
$256M +$16.6M +180,451 +7%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$241M +$2.1M +22,803 +0.9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$230M +$5.24M +56,938 +2%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$229M +$4.17M +45,313 +2%
Barclays
37
Barclays
United Kingdom
$225M +$59.2M +643,324 +36%
Citadel Advisors
38
Citadel Advisors
Florida
$224M +$203M +2,208,783 +974%
LPL Financial
39
LPL Financial
California
$216M +$14M +152,717 +7%
SCP
40
Soroban Capital Partners
New York
$205M +$205M +2,229,510 New
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$200M -$42.2M -458,630 -17%
Jennison Associates
42
Jennison Associates
New York
$199M +$57.3M +623,417 +41%
COPPSERS
43
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$192M +$1.4M +15,232 +0.7%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$181M -$7.37M -80,109 -4%
Mitsubishi UFJ Asset Management
45
Mitsubishi UFJ Asset Management
Japan
$179M +$21.2M +230,936 +13%
Deutsche Bank
46
Deutsche Bank
Germany
$177M +$4.61M +50,182 +3%
SF
47
Synovus Financial
Georgia
$173M +$17.1M +186,106 +11%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$171M -$26.7M -290,198 -13%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$167M -$14.3M -156,238 -8%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$165M +$8.2M +89,195 +5%
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