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

Top Sellers

1
GQG Partners
GQG Partners
Florida
$4.7M
2
Capital International Investors
Capital International Investors
California
$2.37B
3
Renaissance Technologies
Renaissance Technologies
New York
$17.4M
4
Goldman Sachs
Goldman Sachs
New York
$675M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
176
Czech National Bank
Czech Republic
$23.1M +$1.28M +13,971 +6%
Comerica Bank
177
Comerica Bank
Texas
$22.9M -$198K -2,154 -0.9%
IMCOOI
178
Investment Management Corp of Ontario (IMCO)
Canada
$22.8M +$22.8M +248,493 New
CF
179
Corebridge Financial
Texas
$22.5M -$685K -7,446 -3%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$22.2M +$566K +6,152 +3%
Hudson Bay Capital Management
181
Hudson Bay Capital Management
Connecticut
$22.2M +$11.5M +125,541 +108%
II
182
IFM Investors
Australia
$22.2M -$6.34M -68,980 -22%
Retirement Systems of Alabama
183
Retirement Systems of Alabama
Alabama
$21.6M -$163K -1,776 -0.7%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$21.5M +$975K +10,600 +5%
FMLI
185
Fukoku Mutual Life Insurance
Japan
$21.3M -$73.3K -797 -0.3%
FCI
186
Financial Counselors Inc
Kansas
$21.3M -$1.02M -11,127 -5%
SC
187
Savant Capital
Illinois
$21.2M +$201K +2,184 +1%
HNB
188
Huntington National Bank
Ohio
$21.1M +$2.63M +28,612 +14%
Cerity Partners
189
Cerity Partners
New York
$21M +$3.55M +38,587 +20%
TIAA Trust, National Association
190
TIAA Trust, National Association
North Carolina
$20.8M +$933K +10,150 +5%
WA
191
Waverly Advisors
Alabama
$20.7M +$522K +5,675 +3%
RCYC
192
Richard C. Young & Co
Rhode Island
$20.5M +$82.8K +901 +0.4%
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$20.5M +$2.98M +32,432 +17%
MCM
194
MAI Capital Management
Ohio
$20.5M +$1.26M +13,746 +7%
BCM
195
Becker Capital Management
Oregon
$20.4M +$915K +9,952 +5%
CWM
196
Calamos Wealth Management
Illinois
$20.4M +$372K +4,046 +2%
MMA
197
Mizuho Markets Americas
New York
$20.2M +$11M +120,000 +120%
IGAM
198
iA Global Asset Management
Quebec, Canada
$20.1M -$8.26M -89,781 -29%
AB
199
Amalgamated Bank
New York
$19.9M +$190K +2,067 +1%
RFC
200
Regions Financial Corp
Alabama
$19.9M -$462K -5,029 -2%
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