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606 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

36% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 177

28% more call options, than puts

Call options by funds: $200M | Put options by funds: $157M

24% more capital invested

Capital invested by funds: $7.2B → $8.9B (+$1.7B)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

5% more funds holding

Funds holding: 578606 (+28)

1.25% more ownership

Funds ownership: 37.68%38.92% (+1.2%)

Holders
606
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
9.66%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
81
Increased
241
Reduced
177
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.3M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
226
Arden Trust
Delaware
$1.26M +$196K +11,300 +19%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$1.26M +$52.4K +3,025 +5%
MC
228
Moors & Cabot
Massachusetts
$1.26M +$154K +8,895 +15%
QCG
229
Quadrant Capital Group
Ohio
$1.24M +$142K +8,215 +14%
Manulife (Manufacturers Life Insurance)
230
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.23M
WA
231
Wealth Alliance
New York
$1.23M +$131K +7,560 +13%
SBH
232
Segall Bryant & Hamill
Illinois
$1.22M -$10.8K -625 -0.9%
HFS
233
Hantz Financial Services
Michigan
$1.21M +$100K +5,785 +10%
Victory Capital Management
234
Victory Capital Management
Texas
$1.18M +$1.13M +65,265 New
BCM
235
BTC Capital Management
Iowa
$1.16M -$115K -6,660 -9%
CQS
236
Credential Qtrade Securities
$1.13M +$269K +15,545 +33%
RJT
237
Raymond James Trust
Florida
$1.13M +$455K +26,235 +73%
Prudential Financial
238
Prudential Financial
New Jersey
$1.07M +$231K +13,355 +26%
Millennium Management
239
Millennium Management
New York
$1.06M -$2.92M -168,485 -74%
CAN
240
Cetera Advisor Networks
California
$1.06M +$177K +10,225 +21%
GIM
241
Grassi Investment Management
California
$1.06M -$95.3K -5,500 -9%
LSAG
242
Lake Street Advisors Group
New Hampshire
$1.04M +$57.2K +3,300 +6%
IB
243
Intrust Bank
Kansas
$1.04M +$36.5K +2,105 +4%
DWT
244
Dorsey & Whitney Trust
South Dakota
$1.03M +$4.16K +240 +0.4%
SCI
245
S&CO Inc
Massachusetts
$997K
ONB
246
Old National Bancorp
Indiana
$995K -$126K -7,255 -12%
MGWM
247
Marks Group Wealth Management
Minnesota
$978K +$232K +13,390 +33%
GC
248
Guggenheim Capital
Illinois
$968K +$78.3K +4,520 +9%
AP
249
Americana Partners
Texas
$966K +$3.47K +200 +0.4%
SCA
250
Snowden Capital Advisors
New York
$931K +$199K +11,470 +29%

SONY Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2023, worth a combined $8.9B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SONY positions and 45 closed out — a net gain of 36 holders — while 241 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $99.5M. The largest seller was Anomaly Capital Management, cutting an estimated $111M.

  • 606 institutional investors held Sony (SONY) as of Q1 2023, up from 578 in Q4 2022.
  • Funds reported $8.9B of Sony stock for Q1 2023, up 24% quarter-over-quarter.
  • 81 funds opened new Sony positions in Q1 2023 and 45 closed out, a net change of +36 holders.
  • The largest Sony buyer in Q1 2023 was BlackRock, an estimated $99.5M added.
  • The largest Sony seller in Q1 2023 was Anomaly Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.