Southern Company
2,367 hedge funds and large institutions have $76.2B invested in Southern Company in 2026 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 985 increasing their positions, 783 reducing their positions, and 100 closing their positions.
128% more first-time investments, than exits
New positions opened: 228 | 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
26% more repeat investments, than reductions
Existing positions increased: 985 | Existing positions reduced: 783
10% more capital invested
Capital invested by funds: $69.6B → $76.2B (+$6.66B)
4% more funds holding
Funds holding: 2,274 → 2,367 (+93)
0.69% less ownership
Funds ownership: 72.41% → 71.72% (-0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.4B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$182M |
| 3 |
BlackRock
New York
|
+$167M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$166M |
| 5 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$153M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.71B |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$912M |
| 3 |
SCP
Soroban Capital Partners
New York
|
-$344M |
| 4 |
Squarepoint
New York
|
-$123M |
| 5 |
Renaissance Technologies
New York
|
-$100M |
SO Hedge Fund Activity: Q1 2026 in Review
2,367 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2026, worth a combined $76.2B — up 9.6% from $69.6B a quarter earlier.
Buyers outnumbered sellers: 228 funds opened new SO positions and 100 closed out — a net gain of 128 holders — while 985 added to existing stakes and 783 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.
- 2,367 institutional investors held Southern Company (SO) as of Q1 2026, up from 2,274 in Q4 2025.
- Funds reported $76.2B of Southern Company stock for Q1 2026, up 9.6% quarter-over-quarter.
- 228 funds opened new Southern Company positions in Q1 2026 and 100 closed out, a net change of +128 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.