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527 hedge funds and large institutions have $9.67B invested in Sony in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 183 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $691M | Put options by funds: $163M

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

31% more capital invested

Capital invested by funds: $7.35B → $9.67B (+$2.31B)

17% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 157

15% more funds holding

Funds holding: 459527 (+68)

0.14% less ownership

Funds ownership: 38.05%37.91% (-0.14%)

Holders
527
Holders Change
+68
Holders Change %
+14.81%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
116
Increased
183
Reduced
157
Closed
41
Calls
$691M
Puts
$163M
Net Calls
+$528M
Net Calls Change
+$251M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
226
Neuberger Berman Group
New York
$1.13M +$19K +1,095 +2%
SCI
227
S&CO Inc
Massachusetts
$1.11M
TPM
228
Triasima Portfolio Management
Quebec, Canada
$1.1M +$950K +54,600 New
EVM
229
Eaton Vance Management
Massachusetts
$1.03M +$193K +11,105 +28%
WPW
230
Waldron Private Wealth
Pennsylvania
$1.03M +$13K +745 +1%
AAM
231
Advisors Asset Management
Colorado
$1.01M +$135K +7,740 +18%
BSAM
232
Blue Square Asset Management
New York
$968K +$140K +8,035 +20%
OWM
233
OneAscent Wealth Management
Alabama
$960K +$825K +47,460 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$946K +$307K +17,635 +61%
MAFM
235
Mid Atlantic Financial Management
Pennsylvania
$921K +$56.4K +3,245 +8%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$905K +$55.7K +3,205 +8%
BAM
237
Berkshire Asset Management
Pennsylvania
$895K +$276K +15,850 +56%
ACA
238
Atlas Capital Advisors
Wyoming
$874K -$193K -11,075 -20%
SI
239
Scharf Investments
California
$874K -$12.2K -700 -2%
TC
240
Telemus Capital
Michigan
$867K +$48.6K +2,795 +7%
Sumitomo Mitsui Trust Group
241
Sumitomo Mitsui Trust Group
Japan
$857K
PGIM
242
Pacific Global Investment Management
California
$857K +$57.3K +3,295 +8%
SI
243
Stephens Inc
Arkansas
$840K +$37.8K +2,175 +6%
CAAS
244
Capital Asset Advisory Services
Michigan
$821K +$194K +11,140 +38%
CCA
245
Checchi Capital Advisers
California
$812K +$20.6K +1,185 +3%
MC
246
Maplelane Capital
New York
$809K +$696K +40,000 New
Toronto Dominion Bank
247
Toronto Dominion Bank
Ontario, Canada
$794K -$531K -30,515 -44%
Simplex Trading
248
Simplex Trading
Illinois
$792K +$682K +39,215 New
IB
249
Intrust Bank
Kansas
$773K +$22.7K +1,305 +4%
PA
250
Parallel Advisors
California
$764K -$69.1K -3,975 -10%

SONY Hedge Fund Activity: Q4 2020 in Review

527 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2020, worth a combined $9.67B — up 31% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SONY positions and 41 closed out — a net gain of 75 holders — while 183 added to existing stakes and 157 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $86.3M. The largest seller was Primecap Management, cutting an estimated $188M.

  • 527 institutional investors held Sony (SONY) as of Q4 2020, up from 459 in Q3 2020.
  • Funds reported $9.67B of Sony stock for Q4 2020, up 31% quarter-over-quarter.
  • 116 funds opened new Sony positions in Q4 2020 and 41 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2020 was Holocene Advisors, an estimated $86.3M added.
  • The largest Sony seller in Q4 2020 was Primecap Management, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2020.