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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
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 %
Amundi
51
Amundi
France
$159M -$98.8M -1,067,441 -38%
CIM
52
Confluence Investment Management
Missouri
$147M -$4.11M -44,704 -3%
HighTower Advisors
53
HighTower Advisors
Illinois
$136M -$2.05M -22,300 -1%
EIP
54
Energy Income Partners
Connecticut
$133M +$35.2M +382,629 +36%
Empower Advisory Group
55
Empower Advisory Group
Colorado
$132M +$3.44M +37,408 +3%
Adage Capital Partners
56
Adage Capital Partners
Massachusetts
$124M +$69M +750,500 +125%
Principal Financial Group
57
Principal Financial Group
Iowa
$123M -$493K -5,360 -0.4%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$120M -$516K -5,614 -0.4%
DPIM
59
Duff & Phelps Investment Management
Illinois
$120M -$5.95M -64,688 -5%
ZIM
60
Zacks Investment Management
Illinois
$120M +$1.49M +16,201 +1%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$117M -$2.54M -27,577 -2%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112M -$14.1M -152,890 -11%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$105M -$4.27M -46,423 -4%
Citigroup
64
Citigroup
New York
$104M -$33.6M -365,837 -25%
Cohen & Steers
65
Cohen & Steers
New York
$103M +$159K +1,730 +0.2%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$102M +$39.5K +430 +0%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$101M +$6.31M +68,617 +7%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$100M +$3.1M +33,729 +3%
AllianceBernstein
69
AllianceBernstein
Tennessee
$100M -$196K -2,129 -0.2%
CCMG
70
Clark Capital Management Group
Pennsylvania
$94.9M +$276K +3,004 +0.3%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$94.2M -$18M -196,144 -16%
Stifel Financial
72
Stifel Financial
Missouri
$93.2M +$2.41M +26,198 +3%
Victory Capital Management
73
Victory Capital Management
Texas
$92.6M +$30.6M +332,546 +49%
First Trust Advisors
74
First Trust Advisors
Illinois
$90.9M +$19.3M +209,681 +27%
CAI
75
Capital Advisors Inc
Oklahoma
$83.8M +$1.96M +21,359 +2%
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