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SOMN

The Southern Company 2025 Series A Corp Units
SOMN

38 hedge funds and large institutions have $2.09B invested in The Southern Company 2025 Series A Corp Units in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

12% more capital invested

Capital invested by funds: $1.86B → $2.09B (+$230M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 4138 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
13
Reduced
9
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$598M +$27.5M +534,000 +5%
Franklin Resources
2
Franklin Resources
California
$347M +$39.3M +763,102 +13%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$249M +$198M +3,850,000 +385%
BlackRock
4
BlackRock
New York
$141M +$142M +2,750,967 New
Calamos Advisors
5
Calamos Advisors
Illinois
$107M -$20.8M -404,381 -16%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$101M -$4.42M -85,720 -4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$101M
PSC
8
Portman Square Capital
United Kingdom
$69.2M -$23.2M -450,000 -25%
Ameriprise
9
Ameriprise
Minnesota
$60.4M +$4.76M +92,500 +9%
ACM
10
Advent Capital Management
New York
$58.1M +$10.5M +204,386 +22%
VanEck Associates
11
VanEck Associates
New York
$55.4M -$6.59M -128,017 -11%
N
12
Nuveen
North Carolina
$33.2M +$11.5M +223,708 +53%
CAM
13
Camden Asset Management
California
$28.3M -$58M -1,126,700 -67%
State Street
14
State Street
Massachusetts
$27.2M -$2.01M -39,000 -7%
Victory Capital Management
15
Victory Capital Management
Texas
$25.7M +$2.58M +50,000 +11%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$22.5M
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$15.1M
CII
18
Capital International Inc
California
$10.5M +$833K +16,162 +9%
SIM
19
SSI Investment Management
California
$8.81M +$393K +7,620 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$5.01M +$2.54M +49,250 +102%
Citigroup
21
Citigroup
New York
$4.53M +$1.96M +38,050 +76%
GF
22
Gabelli Funds
New York
$4.08M
Russell Investments Group
23
Russell Investments Group
United Kingdom
$3.95M +$55M +1,067,500 +39%
Federated Hermes
24
Federated Hermes
Pennsylvania
$3.08M
Jane Street
25
Jane Street
New York
$2.67M -$63.5M -1,233,497 -96%