Which hedge funds own SO? SOUTHERN CO, Q2 2026 13F holders
55 tracked hedge funds disclosed a position in SO (SOUTHERN CO) in their Q2 2026 13F filings, worth $878.6m in total. The largest holder by portfolio weight is LuminArx Capital Management LP at 1.9% of its book. 14 opened a new position this quarter: LuminArx Capital Management LP, MQS Management LLC, Lighthouse Investment Partners, LLC, EntryPoint Capital, LLC. 21 exited: CTC Alternative Strategies, Ltd., ExodusPoint Capital Management, LP, Twin Tree Management, LP.
- 55
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 21
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $43.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $356m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $879m
- Combined value Sum of the holders' reported positions in the security.
- 4.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| CTC Alternative Strategies, Ltd. | 1.0% | $444k |
| ExodusPoint Capital Management, LP | 0.8% | $80.6m |
| Twin Tree Management, LP | 0.3% | $1.4m |
| Campbell & CO Investment Adviser LLC | 0.3% | $4.8m |
| Dark Forest Capital Management LP | 0.3% | $3.0m |
| Landscape Capital Management, L.L.C. | 0.2% | $2.9m |
| Adage Capital Partners GP, L.L.C. | 0.2% | $115m |
| 111 Capital | 0.2% | $657k |
| Qube Research & Technologies Ltd | 0.1% | $83.6m |
| Trexquant Investment LP | 0.07% | $9.4m |
| Renaissance Technologies LLC | 0.07% | $41.7m |
| Wolverine Asset Management LLC | 0.06% | $3.7m |
| Jain Global LLC | 0.06% | $4.5m |
| Catalyst Funds Management Pty Ltd | 0.05% | $303k |
| Concentric Capital Strategies, LP | 0.05% | $560k |
| Aquatic Capital Management LLC | 0.05% | $1.7m |
| Stevens Capital Management LP | 0.04% | $292k |
| Patton Fund Management, Inc. | 0.04% | $247k |
| Brevan Howard Capital Management LP | 0.01% | $1.3m |
| HBK Investments L P | 0.01% | $494k |
| Voloridge Investment Management, LLC | 0.0% | $245k |
Ownership over time
Who discovered SO first? Beta
| Voloridge Investment Management, LLC | Q2 2015 | +0.2 pts |
| Tobam | Q2 2015 | +0.2 pts |
| Moore Capital Management, LP | Q3 2011 | +0.1 pts |
| Teza Capital Management LLC | Q3 2018 | +0.1 pts |
| Edgestream Partners, L.P. | Q4 2015 | 0.0 pts |
| Capstone Investment Advisors, LLC | Q3 2018 | 0.0 pts |
| Campbell & CO Investment Adviser LLC | Q4 2014 | −0.1 pts |
| Zimmer Partners, LP | Q3 2016 | −0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.