13F

Stock

Southern Co

Ticker not mapped · held by 77 managers

Reported value

$696.9M

Holders

77

+20 new · −5 exited

Holders’ est. mark

−$5.33M

Price effect on 57 books still in the name

Largest holder

$48.2M

ADVENT CAPITAL MANAGEMENT /DE/

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
ADVENT CAPITAL MANAGEMENT /DE/42.8M$48.2M$2.3MCut−$8.92M
JPMORGAN CHASE & CO39.8M$44.4M$1.82MCut−$4.86M
Universal- Beteiligungs- und Servicegesellschaft mbH38M$42.7M$1.99MCut−$7.58M
Point72 Asset Management, L.P.37M$41.2MNew
PenderFund Capital Management Ltd.30M$33.8M$1.61MAdded$1.61M
VICTORY CAPITAL MANAGEMENT INC29.3M$32.6M$1.28MAdded$816.8K
BlackRock, Inc.27.6M$30.6M$1.1MAdded$3.96M
Balyasny Asset Management L.P.27.1M$30.1MNew
SCHRODER INVESTMENT MANAGEMENT GROUP26.4M$29.4M$1.18MAdded$1.18M
CAMDEN ASSET MANAGEMENT L P /CA23.3M$25.8MNew
Brevan Howard Capital Management LP20M$22.2M$387KAdded$11.5M
Ovata Capital Management Ltd19.5M$21.7M$411.5KAdded$11M
State Street17.9M$20.1M$948.7KAdded$1.29M
TWO SIGMA INVESTMENTS, LP18M$20MNew
CAPSTONE INVESTMENT ADVISORS, LLC16.5M$18.3M$489.2KAdded$6.05M
ROYAL BANK OF CANADA15M$16.7M$629.6KCut−$5.57M
BANK OF AMERICA CORP /DE/12.6M$14M$553KCut−$1.28M
Verition Fund Management LLC12.5M$13.9M$531.8KAdded$531.8K
Calamos Advisors LLC10.6M$11.7M$434.7KAdded$385.5K
SSI INVESTMENT MANAGEMENT LLC10.3M$11.4M$447.4KAdded$546.3K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main10.3M$11.4M$426.2KAdded$426.2K
Invesco Ltd.10M$11.1M$437.9KAdded$437.9K
Fidelity9.1M$10.1M$398.6KAdded$398.6K
VOYA INVESTMENT MANAGEMENT LLC8M$8.9M$340.3KAdded$340.3K
FRANKLIN RESOURCES INC7.74M$8.6M$319.2KAdded$577.2K
CSS LLC/IL7.1M$7.9M$5.66KAdded$7.76M
RWC Asset Management LLP7.1M$7.89M$301KCut−$4.52M
GOLDMAN SACHS GROUP INC7M$7.78M$306.6KCut−$1.48M
EFG International AG6.7M$7.45MNew
CITIGROUP INC6.01M$6.67M$263.1KCut−$4.45M
MACKAY SHIELDS LLC5.64M$6.26M$245.1KAdded$291.7K
CONNING INC.5.61M$6.25M$250.9KAdded$250.9K
Hudson Bay Capital Management LP5M$5.56MNew
Walleye Capital LLC5M$5.56M$212.7KAdded$212.7K
Wellesley Asset Management4.5M$4.46MNew
MORGAN STANLEY3.85M$4.28M$148.8KAdded$656.4K
SHENKMAN CAPITAL MANAGEMENT INC3.59M$4.04M$193.3KCut−$1.41M
OAKTREE CAPITAL MANAGEMENT LP3.36M$3.73M$142.8KCut−$1.14M
Boussard & Gavaudan Investment Management LLP3.3K$3.69MNew
UBS Group AG3.21M$3.57MNew
STATE OF WISCONSIN INVESTMENT BOARD3M$3.33M$131.4KAdded$131.4K
LAFFER TENGLER INVESTMENTS, INC.2.88K$3.29MNew
Man Group plc2.82M$3.15M$128KCut−$975.9K
RATIONAL ADVISORS, INC.2.82M$3.13MNew
Russell Investments Group, Ltd.2.75M$3.09M$144KAdded$5.79K
WELLS FARGO & COMPANY/MN2.73M$3.03M$78.1KAdded$1.06M
WELLINGTON MANAGEMENT GROUP LLP2.31M$2.6M$122.4KCut−$7.05M
BARCLAYS PLC1.93M$2.14M$81.7KCut−$5.97M
Ares Systematic Credit Ltd1.9M$2.12M$81.8KCut−$25.3K
LuminArx Capital Management LP1.5M$1.67M$63.8KAdded$63.8K
AEGON USA Investment Management, LLC750K$833.1K$32.8KAdded$32.8K
Calamos Wealth Management LLC645K$716.4K$25.4KAdded$57.6K
Bank of New York Mellon Corp500K$555.7K$17KAdded$128.1K
DEUTSCHE BANK AG\465K$516.5K$20.4KCut−$497.1K
BNP PARIBAS FINANCIAL MARKETS314K$348.8K$13.8KCut−$87.6K
SUSQUEHANNA ADVISORS GROUP, INC.27.9M$310.5K$2.38KAdded$252.4K
Amundi250K$277.7K−$26.4MCut−$26.4M
Value Investment Professionals, LLC2.81K$270.8KNew
NOMURA HOLDINGS INC2.68K$258.9KNew
JANE STREET GROUP, LLC200K$222.1KNew
&PARTNERS198K$219.9K$8.67KCut−$3.07K
OPPENHEIMER ASSET MANAGEMENT INC.178K$197.7K$7.8KAdded$1.39K
TORONTO DOMINION BANK80K$89K$4.15KCut−$3.51M
LAZARD ASSET MANAGEMENT LLC7.14M$79.4K$3.04KCut−$54K
MML INVESTORS SERVICES, LLC70K$77.8K$3.07KAdded$3.06K
STEPHENS INC /AR/54K$60K$2.37KAdded$2.37K
Balboa Wealth Partners33K$36.7K$1.48KAdded$407
BLAIR WILLIAM & CO/IL32K$35.5KNew
AMERIPRISE FINANCIAL INC30K$33.3KNew
NewEdge Advisors, LLC25K$25K−$1.67KCut−$1.68K
LORD, ABBETT & CO. LLC17.6M$19.5K$738Added$1.28K
Inspire Advisors, LLC11K$12.2KNew
Suncoast Equity Management11K$12.2KNew
Goldstein Advisors, LLC10K$11.1K$447Added$447
Thrivent Financial for Lutherans6.25M$7.03K$344Cut−$30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5K$5.55KNew
SG Americas Securities, LLC30K$3.32KNew

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.