Southern Co. (so 4.5 06/15/27)
13F holders, Q1 2026 (March 31)14holders +5
7new positions
2sold out
$1.12avg. 13F price*
At the end of Q1 2026, 14 institutions reported holding Southern Co. (so 4.5 06/15/27) in their 13F filings, up 5 from Q4 2025. 7 opened new positions and 2 sold out. The largest holders were Balyasny Asset Management L.P. ($30.1M), Ovata Capital Management Ltd ($21.7M) and Ssi Investment Management LLC ($11.4M).
- Company
- Southern Co. (so 4.5 06/15/27)
- CUSIP
- 842587DZ7
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $45.2M |
| Exits | 2 | $33K |
All 13F filers, Q4 2025 → Q1 2026: 49,847,789 shares bought and 48,000 shares sold, net +49,799,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Balyasny Asset Management L.P. | 0.06% | New | 27,108,000 | $30.1M |
| Ovata Capital Management Ltd | 3.14% | Add +95.0% | 19,500,000 | $21.7M |
| Ssi Investment Management LLC | 0.95% | New | 10,306,000 | $11.4M |
| State of Wisconsin Investment Board | 0.01% | No change | 3,000,000 | $3.3M |
| Rational Advisors, Inc. | 0.34% | New | 2,820,000 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Add +25.0% | 500,000 | $556K |
| Value Investment Professionals, LLC | 0.60% | New | 2,806 | $271K |
| Nomura Holdings Inc. | 0.00% | New | 2,683 | $259K |
| &partners | 0.00% | Reduce -5.3% | 198,000 | $220K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -3.3% | 178,000 | $198K |
| MML Investors Services, LLC | 0.00% | No change | 70,000 | $78K |
| Stephens Inc. | 0.00% | No change | 54,000 | $60K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 5,000 | $6K |
| Boussard & Gavaudan Investment Management LLP | 0.00% | New | 3,300 | $4K |
"% of holder's portfolio" is SOUTHERN CO (SO 4.5 06/15/27)'s weight in each manager's 13F, not the share of Southern Co. (so 4.5 06/15/27) the manager owns.