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Southern Company

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
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
151
Jefferies Financial Group
New York
$28.8M +$27.8M +302,651 +2,870%
Boston Partners
152
Boston Partners
Massachusetts
$28.7M -$4.04M -43,947 -12%
FGP
153
Freestone Grove Partners
California
$28M +$28M +304,147 New
SGM
154
Seven Grand Managers
New York
$27.6M +$27.6M +300,000 New
TI
155
Trexquant Investment
Connecticut
$27.5M +$27.5M +299,225 New
SOMRS
156
State of Michigan Retirement System
Michigan
$27.3M -$18.4K -200 -0.1%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$27.3M -$131K -1,430 -0.5%
ETC
158
Exchange Traded Concepts
Oklahoma
$27.1M +$16M +173,729 +143%
American Century Companies
159
American Century Companies
Missouri
$27.1M +$1.43M +15,510 +6%
Public Sector Pension Investment Board (PSP Investments)
160
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.9M +$798K +8,682 +3%
ACM
161
Advisors Capital Management
New Jersey
$26.6M +$2.26M +24,564 +9%
BGIM
162
Brandywine Global Investment Management
Pennsylvania
$26.2M -$29.6M -322,439 -53%
MIM
163
MetLife Investment Management
New Jersey
$26.2M -$499K -5,423 -2%
Bank Julius Baer & Co
164
Bank Julius Baer & Co
Switzerland
$26M +$22.3M +225,765 +594%
CIMLRA
165
CBRE Investment Management Listed Real Assets
Pennsylvania
$25.7M +$25.7M +280,009 New
Baird Financial Group
166
Baird Financial Group
Wisconsin
$25.7M -$251K -2,725 -1%
BCI
167
Brinker Capital Investments
Pennsylvania
$25.2M +$364K +3,955 +1%
OPS
168
Orion Portfolio Solutions
Nebraska
$25.2M +$364K +3,955 +1%
HAI
169
Hennessy Advisors Inc
California
$25M -$1.88M -20,400 -7%
FRAF
170
Första AP-fonden
Sweden
$24.1M +$1.15M +12,500 +5%
CIC
171
Crawford Investment Counsel
Georgia
$23.7M +$134K +1,452 +0.6%
KAS
172
Kestra Advisory Services
Texas
$23.5M -$704K -7,657 -3%
CGH
173
Crossmark Global Holdings
Texas
$23.4M -$132K -1,434 -0.6%
ST
174
Sabal Trust
Florida
$23.4M +$137K +1,490 +0.6%
DP
175
DDD Partners
Washington
$23.1M -$777K -8,447 -3%