SOMN Institutional Ownership
The Southern Company
1W: +1.3%
1M: +8.9%
3M: -3.2%
YTD: -2.4%
$48.60
+0.06 (+0.12%)
Weekly Expected Move ±1.9%
$47
$48
$49
$50
$51
Credit Risk of going bust: lower than 81% of companies Debt: 42.0% of company value Bonds: $1.50B held by 808 funds, 76 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.40 (down 97%), The Southern Company would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.58B.
Distance to default 9.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.40 (down 97%), The Southern Company would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.58B.
Distance to default 9.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SOMN
56
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
15
New Positions
19
Increased
12
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors | 8,137,287 | $395M | -3,505,285 | -30.1% | 3Q | SEC ↗ |
| 2 | FRANKLIN RESOURCES INC | 7,016,358 | $341M | +267,539 | +4.0% | 3Q | SEC ↗ |
| 3 | Russell Investments Group, Ltd. | 5,521,000 | $268M | +1,681,000 | +43.8% | 3Q | SEC ↗ |
| 4 | VOYA INVESTMENT MANAGEMENT LLC | 4,733,395 | $230M | -116,605 | -2.4% | 3Q | SEC ↗ |
| 5 | BlackRock, Inc. | 2,461,903 | $120M | -289,064 | -10.5% | 2Q | SEC ↗ |
| 6 | Calamos Advisors LLC | 2,115,625 | $103M | +34,300 | +1.6% | 3Q | SEC ↗ |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, | 2,067,307 | $100M | +114,300 | +5.9% | 3Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 1,294,891 | $63M | +125,055 | +10.7% | 3Q | SEC ↗ |
| 9 | Portman Square Capital LLP | 1,236,000 | $60M | -100,000 | -7.5% | 3Q | SEC ↗ |
| 10 | ADVENT CAPITAL MANAGEMENT /DE | 1,215,477 | $59M | +94,102 | +8.4% | 3Q | SEC ↗ |
| 11 | CAMDEN ASSET MANAGEMENT L P /CA | 1,152,900 | $56M | +605,000 | +110.4% | 3Q | SEC ↗ |
| 12 | VAN ECK ASSOCIATES CORP | 1,000,670 | $49M | -77,343 | -7.2% | 3Q | SEC ↗ |
| 13 | Nuveen, LLC | 909,382 | $44M | +262,499 | +40.6% | 3Q | SEC ↗ |
| 14 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. NEW | 724,500 | $35M | — | +0.0% | 1Q | SEC ↗ |
| 15 | TWO SIGMA INVESTMENTS, LP NEW | 667,275 | $32M | — | +0.0% | 1Q | SEC ↗ |
| 16 | STATE STREET CORP | 606,804 | $29M | +80,804 | +15.4% | 3Q | SEC ↗ |
| 17 | VICTORY CAPITAL MANAGEMENT INC | 503,000 | $24M | +3,000 | +0.6% | 3Q | SEC ↗ |
| 18 | FMR LLC | 430,259 | $21M | -4,600 | -1.1% | 3Q | SEC ↗ |
| 19 | WOLVERINE ASSET MANAGEMENT LLC NEW | 187,052 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 20 | SSI INVESTMENT MANAGEMENT LLC | 182,480 | $9M | +11,770 | +6.9% | 3Q | SEC ↗ |
| 21 | Sculptor Capital LP NEW | 145,678 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 143,310 | $7M | +108,340 | +309.8% | 3Q | SEC ↗ |
| 23 | Capital International, Inc./CA | 107,867 | $5M | -96,236 | -47.2% | 3Q | SEC ↗ |
| 24 | D. E. Shaw & Co., Inc. NEW | 100,000 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 25 | GABELLI FUNDS LLC | 79,300 | $4M | — | +0.0% | 3Q | SEC ↗ |
| 26 | BlueCrest Capital Management Ltd NEW | 66,407 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC | 65,945 | $3M | +14,089 | +27.2% | 3Q | SEC ↗ |
| 28 | FEDERATED HERMES, INC. | 60,000 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 29 | CITIGROUP INC | 58,050 | $3M | -30,000 | -34.1% | 3Q | SEC ↗ |
| 30 | MORGAN STANLEY | 53,392 | $3M | +3,392 | +6.8% | 3Q | SEC ↗ |
| 31 | Invesco Ltd. | 50,000 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 32 | Elequin Capital, LP NEW | 37,571 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 33 | HRT FINANCIAL LP NEW | 21,910 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 34 | GOLDMAN SACHS GROUP INC | 19,189 | $933K | +16 | +0.1% | 2Q | SEC ↗ |
| 35 | UBS Group AG | 14,729 | $716K | -5,479 | -27.1% | 3Q | SEC ↗ |
| 36 | AEGON USA Investment Management, LLC | 14,530 | $706K | — | +0.0% | 2Q | SEC ↗ |
| 37 | RED CEDAR INVESTMENT MANAGEMENT, LLC NEW | 10,837 | $527K | — | +0.0% | 1Q | SEC ↗ |
| 38 | GAMCO INVESTORS, INC. ET AL | 8,000 | $389K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Central Pacific Bank - Trust Division | 7,160 | $348K | — | +0.0% | 2Q | SEC ↗ |
| 40 | Financiere des Professionnels - Fonds | 6,050 | $294K | — | +0.0% | 2Q | SEC ↗ |
| 41 | Cambridge Investment Research Advisors | 5,520 | $268K | +620 | +12.7% | 2Q | SEC ↗ |
| 42 | WELLS FARGO & COMPANY/MN | 4,883 | $237K | +1,883 | +62.8% | 2Q | SEC ↗ |
| 43 | MILLENNIUM MANAGEMENT LLC NEW | 4,630 | $225K | — | +0.0% | 1Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC NEW | 4,048 | $197K | — | +0.0% | 1Q | SEC ↗ |
| 45 | WHITTIER TRUST CO | 3,800 | $185K | — | +0.0% | 3Q | SEC ↗ |
| 46 | Tower Research Capital LLC (TRC) NEW | 75 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Global Retirement Partners, LLC NEW | 53 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 48 | US BANCORP \DE | 41 | $2K | — | +0.0% | 2Q | SEC ↗ |
| 49 | Integrated Wealth Concepts LLC NEW | 33 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 50 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 0 | $0K | -200,000 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | 724,500 | $35M |
| TWO SIGMA INVESTMENTS, LP | 667,275 | $32M |
| WOLVERINE ASSET MANAGEMENT LLC | 187,052 | $9M |
| Sculptor Capital LP | 145,678 | $7M |
| D. E. Shaw & Co., Inc. | 100,000 | $5M |
| BlueCrest Capital Management Ltd | 66,407 | $3M |
| Elequin Capital, LP | 37,571 | $2M |
| HRT FINANCIAL LP | 21,910 | $1M |
| RED CEDAR INVESTMENT MANAGEMENT, LL | 10,837 | $527K |
| MILLENNIUM MANAGEMENT LLC | 4,630 | $225K |
| RAYMOND JAMES FINANCIAL INC | 4,048 | $197K |
| Tower Research Capital LLC (TRC) | 75 | $4K |
| Global Retirement Partners, LLC | 53 | $3K |
| Integrated Wealth Concepts LLC | 33 | $2K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Weiss Asset Management LP | 368,563 | $18M |
| Capula Management Ltd | 221,990 | $11M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 200,000 | $10M |
| JPMORGAN CHASE & CO | 97,497 | $5M |
| Monashee Investment Management LLC | 75,877 | $4M |
| JANUS HENDERSON GROUP PLC | 50,000 | $2M |
| MARSHALL WACE, LLP | 50,000 | $2M |
| TUDOR INVESTMENT CORP ET AL | 30,000 | $1M |
| BARCLAYS PLC | 20,687 | $1M |
| SEI INVESTMENTS CO | 4,689 | $228K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 3,898 | $189K |
| DV Trading LLC | 1,000 | $49K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Russell Investments Group, Ltd. | +1,681,000 | +43.8% | 5,521,000 |
| CAMDEN ASSET MANAGEMENT L P /CA | +605,000 | +110.4% | 1,152,900 |
| FRANKLIN RESOURCES INC | +267,539 | +4.0% | 7,016,358 |
| Nuveen, LLC | +262,499 | +40.6% | 909,382 |
| AMERIPRISE FINANCIAL INC | +125,055 | +10.7% | 1,294,891 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +114,300 | +5.9% | 2,067,307 |
| BANK OF AMERICA CORP /DE | +108,340 | +309.8% | 143,310 |
| ADVENT CAPITAL MANAGEMENT /DE | +94,102 | +8.4% | 1,215,477 |
| STATE STREET CORP | +80,804 | +15.4% | 606,804 |
| Calamos Advisors LLC | +34,300 | +1.6% | 2,115,625 |
| JANE STREET GROUP, LLC | +14,089 | +27.2% | 65,945 |
| SSI INVESTMENT MANAGEMENT LLC | +11,770 | +6.9% | 182,480 |
| MORGAN STANLEY | +3,392 | +6.8% | 53,392 |
| VICTORY CAPITAL MANAGEMENT INC | +3,000 | +0.6% | 503,000 |
| WELLS FARGO & COMPANY/MN | +1,883 | +62.8% | 4,883 |
| Cambridge Investment Research Advis | +620 | +12.7% | 5,520 |
| GOLDMAN SACHS GROUP INC | +16 | +0.1% | 19,189 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital World Investors | -3,505,285 | -30.1% | 8,137,287 |
| BlackRock, Inc. | -289,064 | -10.5% | 2,461,903 |
| VOYA INVESTMENT MANAGEMENT LLC | -116,605 | -2.4% | 4,733,395 |
| Portman Square Capital LLP | -100,000 | -7.5% | 1,236,000 |
| Capital International, Inc./CA | -96,236 | -47.2% | 107,867 |
| VAN ECK ASSOCIATES CORP | -77,343 | -7.2% | 1,000,670 |
| CITIGROUP INC | -30,000 | -34.1% | 58,050 |
| UBS Group AG | -5,479 | -27.1% | 14,729 |
| FMR LLC | -4,600 | -1.1% | 430,259 |