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Southern Company
SO

2,357 hedge funds and large institutions have $76.2B invested in Southern Company in 2026 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 981 increasing their positions, 782 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 100

63% more funds holding in top 10

Funds holding in top 10: 16 → 26 (+10)

36% more call options, than puts

Call options by funds: $490M | Put options by funds: $360M

25% more repeat investments, than reductions

Existing positions increased: 981 | Existing positions reduced: 782

9% more capital invested

Capital invested by funds: $69.6B → $76.2B (+$6.61B)

4% more funds holding

Funds holding: 2,268 → 2,357 (+89)

0.75% less ownership

Funds ownership: 72.44% → 71.69% (-0.75%)

Holders
2,357
Holders Change
+89
Holders Change %
+3.92%
% of All Funds
28.84%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.32%
New
226
Increased
981
Reduced
782
Closed
100
Calls
$490M
Puts
$360M
Net Calls
+$130M
Net Calls Change
-$222M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$1.4B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$182M
3
BlackRock
BlackRock
New York
+$167M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$166M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$153M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.71B
2
Capital International Investors
Capital International Investors
California
-$912M
3
SCP
Soroban Capital Partners
New York
-$344M
4
Squarepoint
Squarepoint
New York
-$123M
5
Renaissance Technologies
Renaissance Technologies
New York
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
2351
Nvest Wealth Strategies
Ohio
$676 +$648 +7 New
YDMI
2352
Y.D. More Investments
Israel
$603 +$28K +303 +18%
BIM
2353
Breakwater Investment Management
Washington
$580 +$555 +6 New
3FI
2354
3 Factor Indexing
California
$483 +$463 +5 New
CIAM
2355
Caitong International Asset Management
Hong Kong
$386 -$32.3K -349 -99%
CW
2356
Curio Wealth
Maryland
$386 +$370 +4 New
AIM
2357
Arcadia Investment Management
Michigan
$194 – – –
MAM
2358
Meeder Asset Management
Ohio
$97 -$39.5K -427 -100%
Norges Bank
2359
Norges Bank
Norway
– -$1.11B -12,745,981 Closed
FAF
2360
Första AP-fonden
Sweden
– -$36.2M -415,300 Closed
Tudor Investment Corp
2361
Tudor Investment Corp
Connecticut
– -$12.6M -136,602 Closed
CI
2362
Capital Innovations
Wisconsin
– -$10.1M -115,871 Closed
HF
2363
HRT Financial
New York
– -$8.63M -93,271 Closed
JWCA
2364
J.W. Cole Advisors
Florida
– -$6.82M -85,860 Closed
SC
2365
Sculptor Capital
New York
– -$3.14M -36,000 Closed
A
2366
AlphaQuest
New York
– -$3.05M -35,023 Closed
AAB
2367
ABN AMRO Bank
Netherlands
– -$2.81M -32,215 Closed
CCP
2368
Clarkston Capital Partners
Michigan
– -$2.62M -30,000 Closed
AAF
2369
Andra AP-fonden
Sweden
– -$2.55M -29,240 Closed
MTC
2370
Matrix Trust Company
Colorado
– -$1.92M -21,988 Closed
SEEDPG
2371
S.E.E.D. Planning Group
New York
– -$1.91M -21,899 Closed
AIMCA
2372
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.77M -20,300 Closed
IMC Chicago
2373
IMC Chicago
Illinois
– -$1.82M -19,687 Closed
AWM
2374
Axxcess Wealth Management
California
– -$1.56M -17,848 Closed
AIM
2375
Aigen Investment Management
New York
– -$1.33M -15,230 Closed
93 94
95
96 97

SO Hedge Fund Activity: Q1 2026 in Review

2,357 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2026, worth a combined $76.2B — up 9.5% from $69.6B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new SO positions and 100 closed out — a net gain of 126 holders — while 981 added to existing stakes and 782 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.4B. The largest seller was JP Morgan Chase, cutting an estimated $1.71B.

  • 2,357 institutional investors held Southern Company (SO) as of Q1 2026, up from 2,268 in Q4 2025.
  • Funds reported $76.2B of Southern Company stock for Q1 2026, up 9.5% quarter-over-quarter.
  • 226 funds opened new Southern Company positions in Q1 2026 and 100 closed out, a net change of +126 holders.
  • The largest Southern Company buyer in Q1 2026 was Capital World Investors, an estimated $1.4B added.
  • The largest Southern Company seller in Q1 2026 was JP Morgan Chase, an estimated $1.71B sold.

Based on aggregated 13F filings for Q1 2026.