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Southern Company
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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 %
APG Asset Management
201
APG Asset Management
Netherlands
$19.9M -$7.94M -93,256 -29%
Squarepoint
202
Squarepoint
New York
$19.7M +$8.45M +91,945 +75%
SCTC
203
Sanibel Captiva Trust Company
Florida
$19.7M -$869K -9,456 -4%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$19.7M +$4.35M +47,325 +28%
NA
205
NewEdge Advisors
Louisiana
$19.4M -$1.71M -18,575 -8%
IMPI
206
Ilmarinen Mutual Pension Insurance
Finland
$19.3M +$4.87M +53,000 +34%
UOC
207
UBS O'Connor
Illinois
$19.3M +$3.32M +36,090 +21%
BCIM
208
British Columbia Investment Management
British Columbia, Canada
$19.3M -$6.35K -69 -0%
AAF
209
Andra AP-fonden
Sweden
$19M +$2.68M +29,179 +16%
Calamos Advisors
210
Calamos Advisors
Illinois
$18.8M -$674K -7,330 -3%
AIMCA
211
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.8M +$15.2M +165,706 +428%
Robeco Institutional Asset Management
212
Robeco Institutional Asset Management
Netherlands
$18.8M +$3.68M +39,990 +24%
Corient Private Wealth
213
Corient Private Wealth
Florida
$18.3M -$4.68M -50,893 -20%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$17.9M +$528K +5,739 +3%
ProShare Advisors
215
ProShare Advisors
Maryland
$17.9M +$351K +3,819 +2%
CAMG
216
CWA Asset Management Group
Florida
$17.7M -$1.49M -16,159 -8%
CIC
217
Carnegie Investment Counsel
Ohio
$17.6M +$16.8M +183,471 +2,089%
CII
218
Capital International Inc
California
$17.6M -$2.09M -22,779 -11%
Renaissance Technologies
219
Renaissance Technologies
New York
$17.4M -$108M -1,179,088 -86%
LIM
220
Leavell Investment Management
Alabama
$17M +$215K +2,343 +1%
NPA
221
Nichols & Pratt Advisers
Massachusetts
$17M -$258K -2,801 -1%
URS
222
Utah Retirement Systems
Utah
$16.7M – – –
HWM
223
HB Wealth Management
Georgia
$16.3M +$190K +2,064 +1%
DekaBank Deutsche Girozentrale
224
DekaBank Deutsche Girozentrale
Germany
$16.3M -$459K -5,067 -3%
Kayne Anderson Rudnick Investment Management
225
Kayne Anderson Rudnick Investment Management
California
$16.2M -$551K -5,989 -3%
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