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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
DAS
2376
Diversify Advisory Services
Utah
– -$1.27M -14,332 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2377
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.18M -13,534 Closed
CL
2378
CSS LLC
Illinois
– -$973K -11,156 Closed
SMA
2379
Sage Mountain Advisors
Georgia
– -$956K -10,965 Closed
PCM
2380
Prelude Capital Management
New York
– -$726K -8,325 Closed
FA
2381
Faithward Advisors
Pennsylvania
– -$677K -7,764 Closed
DL
2382
Dockside LLC
New York
– -$653K -7,058 Closed
TW
2383
TritonPoint Wealth
Maryland
– -$608K -6,971 Closed
KOC
2384
Koss-Olinger Consulting
Florida
– -$602K -6,900 Closed
TC
2385
TFR Capital
Texas
– -$600K -6,875 Closed
TSS
2386
Two Sigma Securities
New York
– -$485K -5,565 Closed
ALAM
2387
Asahi Life Asset Management
Japan
– -$476K -5,454 Closed
AU
2388
AlphaGrep UK
– -$443K -5,077 Closed
PCH
2389
PGIM Custom Harvest
New Jersey
– -$441K -5,056 Closed
WFAG
2390
Worth Financial Advisory Group
North Carolina
– -$423K -4,857 Closed
WW
2391
Wright Wealth
Georgia
– -$412K -4,721 Closed
FC
2392
Farringdon Capital
United Kingdom
– -$408K -4,684 Closed
CG
2393
Cynosure Group
Utah
– -$405K -4,648 Closed
BC
2394
Bayforest Capital
United Kingdom
– -$399K -4,572 Closed
CAS
2395
Coppell Advisory Solutions
Texas
– -$391K -4,468 Closed
HWMO
2396
Heritage Wealth Management (Ohio)
Ohio
– -$389K -4,456 Closed
DO
2397
denkapparat Operations
Germany
– -$374K -4,288 Closed
MCM
2398
Monument Capital Management
Virginia
– -$350K -4,019 Closed
XT
2399
XTX Topco
Cayman Islands
– -$330K -3,789 Closed
SSA
2400
Schonfeld Strategic Advisors
New York
– -$301K -3,454 Closed
94 95
96
97 98

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.