Stock Analysis

Southern Company common (SO)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -17
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — SO

Based on 1804 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉 Selling streak — 1 quarter in a row
For 1 consecutive quarter, more hedge funds reduced or closed this position than added to it. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams deciding to exit.
🏔️ At the ownership peak (99% of max)
1,804 hedge funds hold this stock right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a 'crowded trade' — high ownership doesn't mean safe.
〰️ Stable — ownership unchanged year-over-year
The number of hedge funds holding this stock is almost the same as a year ago (+44 funds, +2% change). No significant rush to buy or sell — the institutional base is holding steady.
🟡 Slight buying edge — 52% buying
Last quarter: 889 funds bought or added vs 835 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈 More new buyers each quarter (+11 vs last Q)
Funds opening this position for the first time: 184 → 111 → 132 → 143. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
🔒 76% of holders stayed for 2+ years
1,380 out of 1,804 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.

Hedge Fund Ownership: SO

How many hedge funds hold SO — quarterly history vs. share price
Quarterly hedge fund ownership of SO vs. share price

Market Analysis: SO

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SO

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Hedge Fund Positioning: SO
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: SO

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Financial Highlights

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed