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546 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 212 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 160

27% more call options, than puts

Call options by funds: $194M | Put options by funds: $153M

4% more funds holding

Funds holding: 527546 (+19)

4% more capital invested

Capital invested by funds: $9.67B → $10B (+$356M)

0.33% less ownership

Funds ownership: 37.91%37.58% (-0.33%)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
546
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
9.59%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
84
Increased
212
Reduced
160
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
226
Dorsey & Whitney Trust
South Dakota
$1.27M
QI
227
Qtron Investments
Massachusetts
$1.27M
Brown Advisory
228
Brown Advisory
Maryland
$1.26M -$10.2K -485 -0.8%
VPIM
229
Vanguard Personalized Indexing Management
California
$1.19M -$16.2K -765 -1%
NA
230
NewEdge Advisors
Louisiana
$1.18M +$454K +21,485 +63%
HC
231
Henshaw Capital
Massachusetts
$1.18M -$96.7K -4,580 -8%
QIM
232
Quantitative Investment Management
Virginia
$1.17M +$1.16M +55,060 New
SCI
233
S&CO Inc
Massachusetts
$1.17M
NCM
234
Narwhal Capital Management
Georgia
$1.16M -$469K -22,210 -29%
CAAS
235
Capital Asset Advisory Services
Michigan
$1.14M +$274K +12,980 +32%
OWM
236
OneAscent Wealth Management
Alabama
$1.12M +$115K +5,440 +11%
PFS
237
Prospera Financial Services
Texas
$1.12M +$549K +25,985 +97%
TC
238
Telemus Capital
Michigan
$1.12M +$156K +7,380 +17%
SFFS
239
Stonehage Fleming Financial Services
Jersey
$1.12M +$729K +34,500 +190%
EVM
240
Eaton Vance Management
Massachusetts
$1.09M +$10K +475 +0.9%
WCM Investment Management
241
WCM Investment Management
California
$1.09M +$581K +27,510 +115%
FP
242
Financial Perspectives
Minnesota
$1.08M +$12M +567,580 +10,501%
BSAM
243
Blue Square Asset Management
New York
$1.07M +$51.4K +2,435 +5%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$1.01M +$66K +3,125 +7%
BAM
245
Berkshire Asset Management
Pennsylvania
$938K
ACA
246
Atlas Capital Advisors
Wyoming
$929K +$12K +570 +1%
ONB
247
Old National Bancorp
Indiana
$912K +$118K +5,565 +15%
PGIM
248
Pacific Global Investment Management
California
$907K +$8.77K +415 +1%
SI
249
Scharf Investments
California
$895K -$20.9K -990 -2%
BTWM
250
Baker Tilly Wealth Management
Wisconsin
$894K +$624K +29,535 +234%

SONY Hedge Fund Activity: Q1 2021 in Review

546 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2021, worth a combined $10B — up 3.7% from $9.67B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SONY positions and 62 closed out — a net gain of 22 holders — while 212 added to existing stakes and 160 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $129M. The largest seller was Holocene Advisors, exiting entirely with an estimated $100M sold.

  • 546 institutional investors held Sony (SONY) as of Q1 2021, up from 527 in Q4 2020.
  • Funds reported $10B of Sony stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 84 funds opened new Sony positions in Q1 2021 and 62 closed out, a net change of +22 holders.
  • The largest Sony buyer in Q1 2021 was Aristotle Capital Management, an estimated $129M added.
  • The largest Sony seller in Q1 2021 was Holocene Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.