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Of the 6 tracked institutions holding SO 4.5 06/15/27, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +7.2pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 6 tracked institutional investors we monitor, SO 4.5 06/15/27 (SOUTHERN CO) is held with a combined value of $192.35M across 174,480,000 shares. The largest holder is Point72 Asset Management, L.P. with a position worth $67.60M (0.10% of their portfolio). MILLENNIUM MANAGEMENT LLC opened a new position in the most recent quarter. 2 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$192.35M
Total Shares Held
174,480,000
Institutional Holders
6
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | Point72 Asset Management, L.P. | $67.60M | 0.10% | +65.6% |
| 2 | MILLENNIUM MANAGEMENT LLC | $60.64M | 0.04% | New |
| 3 | BlackRock, Inc. | $29.42M | 0.00% | -3.2% |
| 4 | STATE STREET CORP | $23.14M | 0.00% | +17.4% |
| 5 | FMR LLC | $9.91M | 0.00% | -1.1% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $1.63M | 0.00% | -36.3% |
As of the latest SEC 13F filings, Point72 Asset Management, L.P. is the largest institutional holder of SO 4.5 06/15/27 with a position worth $67.60M, representing 0.10% of their portfolio. In total, 6 institutional investors hold SO 4.5 06/15/27 with a combined value of $192.35M.
In the most recent quarter, 1 fund opened a new position in SO 4.5 06/15/27. Additionally, 2 increased their holdings and 3 reduced their positions.
Institutional investors hold $192.35M worth of SO 4.5 06/15/27 stock across 6 positions. The largest institutional holder is Point72 Asset Management, L.P. with $67.60M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SO 4.5 06/15/27, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SO 4.5 06/15/27 positions.