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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 %
Macquarie Group
76
Macquarie Group
Australia
$81.5M -$10.3M -112,229 -11%
Mawer Investment Management
77
Mawer Investment Management
Alberta, Canada
$81.4M -$2.9M -31,583 -3%
SIG
78
Stonegate Investment Group
Alabama
$80.9M -$3.28M -35,627 -4%
Korea Investment Corp
79
Korea Investment Corp
South Korea
$80.6M +$2.99M +32,536 +4%
WHG
80
Westwood Holdings Group
Texas
$79.9M -$2.49M -27,051 -3%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$77.3M -$6.16M -66,997 -7%
Mackenzie Financial
82
Mackenzie Financial
Ontario, Canada
$76.3M +$9.09M +98,868 +14%
Capital Research Global Investors
83
Capital Research Global Investors
California
$75.8M +$69.4M +754,987 +1,092%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$71.7M -$1.08M -11,742 -1%
ORIO
85
Old Republic International (ORI)
Illinois
$70.9M +$460K +5,000 +0.7%
WG
86
Welch Group
Alabama
$69.8M -$1.27M -13,896 -2%
Truist Financial
87
Truist Financial
North Carolina
$69.1M -$1.4M -15,185 -2%
Assenagon Asset Management
88
Assenagon Asset Management
Luxembourg
$64.4M +$62.2M +676,302 +2,780%
Universal-Beteiligungs- und Servicegesellschaft
89
Universal-Beteiligungs- und Servicegesellschaft
Germany
$61.7M +$4.92M +53,502 +9%
FWIA
90
Fort Washington Investment Advisors
Ohio
$61.1M +$3.48M +37,824 +6%
ECM
91
ExodusPoint Capital Management
New York
$58.4M +$58.4M +634,653 New
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$56.6M +$877K +9,537 +2%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$56.2M +$10.5M +115,392 +23%
Prudential Financial
94
Prudential Financial
New Jersey
$55.7M +$572K +6,225 +1%
CIA
95
Capital Investment Advisors
Georgia
$54.5M +$1.51M +16,444 +3%
Canada Life
96
Canada Life
Manitoba, Canada
$53.4M +$1.72M +18,666 +3%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$53.2M -$123K -1,339 -0.2%
VDI
98
Vaughan David Investments
Illinois
$53.2M +$713K +7,753 +1%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$53M +$3.52M +38,292 +7%
1832 Asset Management
100
1832 Asset Management
Ontario, Canada
$52M -$19.1M -207,861 -27%
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4
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