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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 Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$49.6M 539,504 +14,019 +3%
CVA
102
Ceredex Value Advisors
Florida
$48M 521,795 +41,050 +9%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$47.7M 518,272 -440 -0.1%
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$47.6M 518,025 -367,968 -42%
Asset Management One
105
Asset Management One
Japan
$47.3M 514,157 +28,643 +6%
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$46.1M 501,344 +19,570 +4%
Osaic Holdings
107
Osaic Holdings
Arizona
$45.9M 499,026 -35,201 -7%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$45M 489,379 +128,683 +36%
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$44.7M 486,798 -58,285 -11%
EAM
110
Eventide Asset Management
Massachusetts
$44.7M 486,762 +156,717 +47%
DnB Asset Management
111
DnB Asset Management
Norway
$43.5M 472,885 -10,382 -2%
AQR Capital Management
112
AQR Capital Management
Connecticut
$42.3M 460,129 +192,251 +72%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.9M 455,162 -16,591 -4%
Aberdeen Group
114
Aberdeen Group
United Kingdom
$41.2M 450,033 +13,391 +3%
Creative Planning
115
Creative Planning
Kansas
$41M 445,496 +61,268 +16%
RAM
116
Resona Asset Management
Japan
$40.8M 444,273 +28,166 +7%
Fidelity International
117
Fidelity International
Bermuda
$40M 434,780 +171,972 +65%
US Bancorp
118
US Bancorp
Minnesota
$39M 424,141 +7,242 +2%
SEI Investments
119
SEI Investments
Pennsylvania
$38.6M 420,139 +20,501 +5%
GF
120
Gabelli Funds
New York
$37.8M 410,959 -8,491 -2%
Mariner
121
Mariner
Kansas
$37.1M 403,205 +19,130 +5%
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$36.4M 395,757 +10,469 +3%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$36.2M 394,178 -4,446 -1%
TD Asset Management
124
TD Asset Management
Ontario, Canada
$36.2M 393,961 +2,669 +0.7%
Capital Fund Management (CFM)
125
Capital Fund Management (CFM)
France
$35.8M 389,318 +280,913 +259%
3 4
5
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