Institutional Ownership
Southern Co
CUSIP 842587DZ7NOTE 4.500% 6/1SO.4.5.06/15/27Q1 2026
Institutional Holders
14
13F filers
Shares Held
63.75M
Aggregate institutional
Institutional Value
$75.03M
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased2
Decreased2
Sold out2
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Balyasny Asset Management L.P. | 27.11M | $30.13M | +27.11M | New |
| 2 | Ovata Capital Management Ltd | 19.50M | $21.66M | +9.50M | Added |
| 3 | Ssi Investment Management LLC | 10.31M | $11.45M | +10.31M | New |
| 4 | Boussard & Gavaudan Investment Management LLP | 3.3K | $3.69M | +3.3K | New |
| 5 | State Of Wisconsin Investment Board | 3.00M | $3.33M | 0 | Held |
| 6 | Rational Advisors, Inc. | 2.82M | $3.13M | +2.82M | New |
| 7 | Bank Of New York Mellon Corp | 500.0K | $555.7K | +100.0K | Added |
| 8 | Value Investment Professionals, LLC | 2.8K | $270.8K | +2.8K | New |
| 9 | Nomura Holdings Inc | 2.7K | $258.9K | +2.7K | New |
| 10 | &Partners | 198.0K | $219.9K | −11.0K | Reduced |
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