SOUTHERN CO/THE (SO) Institutional Ownership Changes & 13F Activity

SOUTHERN CO/THE (SO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Cullen Value Fund, Sequoia Financial Advisors, Mairs & Power Growth Fund, and Lountzis Asset Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2017Hancock Classic ValueBuy1,9019,701$467
Q4 2017Sequoia Financial AdvisorsBuy1424,475$215
Q3 2017Renaissance Technologies LLCSell-1,353,3001,184,100$58,187
Q3 2017Ariel Appreciation FundBuy34,516862,246$42,371
Q3 2017Hancock Classic ValueBuy3467,800$383
Q3 2017Sequoia Financial AdvisorsBuy2184,333$213
Q2 2017Renaissance Technologies LLCBuy709,4002,537,400$121,491
Q2 2017Ariel Appreciation FundBuy218,162827,730$39,632
Q2 2017Hancock Classic ValueBuy5367,454$357
Q1 2017Renaissance Technologies LLCBuy251,7001,828,000$90,998
Q1 2017Ariel Appreciation FundBuy43,353609,568$30,344
Q1 2017Hancock Classic ValueBuy6,9186,918$344
Q1 2017Sequoia Financial AdvisorsSell-4,5624,115$205
Q4 2016Renaissance Technologies LLCSell-9,0001,576,300$77,538
Q4 2016Ariel Appreciation FundBuy2,022566,215$27,852
Q3 2016Renaissance Technologies LLCBuy590,0001,585,300$81,326
Q3 2016Ariel Appreciation FundSell-459,784564,193$28,943
Q3 2016Sequoia Financial AdvisorsBuy4,5888,677$445
Q2 2016Renaissance Technologies LLCSell-2,478,400995,300$53,378
Q2 2016Ariel Appreciation FundSell-591,4781,023,977$54,916
Q2 2016Torray FundBuy7,5007,500$402
Q2 2016Sequoia Financial AdvisorsBuy3,8704,089$219
Q2 2016Mairs & Power Growth FundBuy3,7703,770$202
Q1 2016Renaissance Technologies LLCBuy990,3003,473,700$179,695
Q1 2016Ariel Appreciation FundSell-49,7301,615,455$83,567
Q1 2016Sequoia Financial AdvisorsBuy219219$4,236
Q4 2015Renaissance Technologies LLCBuy558,1002,483,400$116,198
Q4 2015Matrix Advisors Value FundBuy1,01852,589$2,461
Q3 2015Renaissance Technologies LLCBuy1,791,2001,925,300$86,061
Q3 2015Ariel Appreciation FundBuy306,2071,665,185$74,434

Frequently asked questions about SO activity

  • Which institutional owners are buying SO?

    Institutional owners buying SO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SO activity?

    "Buy" means an investor increased their reported position in SO compared to the prior reporting period. This reflects growing exposure to SOUTHERN CO/THE (SO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SO increasing?

    Institutional interest in SO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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