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: 1 → 1 (0)

7% less funds holding

Funds holding: 41 → 38 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders

Holders Change

-3

Holders Change %

-7.32%

% of All Funds

0.47%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.01%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	VOYA Investment Management Atlanta, Georgia	+$198M
2	BlackRock New York	+$142M
3	Russell Investments Group London, United Kingdom	+$55M
4	Franklin Resources San Mateo, California	+$39.3M
5	Capital World Investors Los Angeles, California	+$27.5M

Top Sellers

1	Jane Street New York	-$63.5M
2	CAM Camden Asset Management Los Angeles, California	-$58M
3	D.E. Shaw & Co New York	-$32.3M
4	PSC Portman Square Capital London, United Kingdom	-$23.2M
5	Calamos Advisors Naperville, Illinois	-$20.8M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Invesco Atlanta, Georgia	$2.57M	–	–	–
27	27 Morgan Stanley New York	$2.57M	–	–	–
28	28 Bank of America Charlotte, North Carolina	$1.8M	-$5.28M	-102,473	-75%
29	29 UBS Group Zurich, Switzerland	$1.04M	-$3.99M	-77,424	-79%
30	30 Goldman Sachs New York	$985K	+$988K	+19,173	New
31	AUIM 31 Aegon USA Investment Management Cedar Rapids, Iowa	$750K	+$748K	+14,530	New
32	GI 32 GAMCO Investors Greenwich, Connecticut	$411K	–	–	–
33	CPBTD 33 Central Pacific Bank - Trust Division Honolulu, Hawaii	$368K	+$369K	+7,160	New
34	FDP 34 Financiere des Professionnels Montreal, Quebec, Canada	$311K	+$312K	+6,050	New
35	35 Cambridge Investment Research Advisors Fairfield, Iowa	$252K	+$252K	+4,900	New
36	36 SEI Investments Oaks, Pennsylvania	$241K	–	–	–
37	37 Susquehanna International Group Bala Cynwyd, Pennsylvania	$200K	+$201K	+3,898	New
38	WT 38 Whittier Trust South Pasadena, California	$197K	+$112K	+2,170	+133%
39	39 Wells Fargo San Francisco, California	$154K	+$155K	+3,000	New
40	40 US Bancorp Minneapolis, Minnesota	$2.11K	+$2.11K	+41	New
41	41 Lazard Asset Management New York	$1.61K	–	–	–
42	42 D.E. Shaw & Co New York	–	-$32.3M	-650,000	Closed
43	WAM 43 Weiss Asset Management Boston, Massachusetts	–	-$18.3M	-368,563	Closed
44	CM 44 Capula Management Grand Cayman, Cayman Islands	–	-$5.58M	-221,990	Closed
45	45 Massachusetts Financial Services Boston, Massachusetts	–	-$10.1M	-200,000	Closed
46	46 Millennium Management New York	–	-$4.98M	-100,207	Closed
47	BCM 47 BlueCrest Capital Management St Helier, Jersey	–	-$3.94M	-78,186	Closed
48	MIM 48 Monashee Investment Management Boston, Massachusetts	–	-$3.82M	-75,877	Closed
49	49 Janus Henderson Group London, United Kingdom	–	-$2.51M	-50,000	Closed
50	50 Marshall Wace London, United Kingdom	–	-$2.49M	-50,000	Closed