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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTB
226
First Trust Bank
Bahamas
$1.24M +$1.24M +65,300 New
LCS
227
Levin Capital Strategies
New York
$1.24M – – –
FIM
228
Freedom Investment Management
Connecticut
$1.24M -$81.5K -4,305 -6%
CQS
229
Credential Qtrade Securities
$1.23M -$18.9K -1,000 -2%
TC
230
Telemus Capital
Michigan
$1.23M -$292K -15,405 -19%
QI
231
Qtron Investments
Massachusetts
$1.22M -$117K -6,195 -9%
MCM
232
Mitchell Capital Management
Kansas
$1.21M -$431K -22,770 -26%
William Blair & Company
233
William Blair & Company
Illinois
$1.2M +$62K +3,275 +5%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$1.2M +$323K +17,065 +37%
WA
235
Wealth Alliance
New York
$1.18M +$24.1K +1,270 +2%
LSAG
236
Lake Street Advisors Group
New Hampshire
$1.16M +$54.1K +2,855 +5%
RP
237
Raelipskie Partnership
Ontario, Canada
$1.16M +$1.16M +61,245 New
DI
238
DFPG Investments
Utah
$1.15M -$277 -15 -0%
PS
239
Principal Securities
Iowa
$1.15M +$1.15M +60,890 New
BCA
240
Bray Capital Advisors
Florida
$1.14M -$189K -9,975 -14%
UCFA
241
United Capital Financial Advisors
Texas
$1.14M +$908K +47,945 +385%
BSAM
242
Blue Square Asset Management
New York
$1.13M +$362K +19,130 +47%
MC
243
Moors & Cabot
Massachusetts
$1.13M -$11.3K -595 -1%
IB
244
Intrust Bank
Kansas
$1.13M +$29.2K +1,540 +3%
Pacer Advisors
245
Pacer Advisors
Pennsylvania
$1.09M -$23.3K -1,230 -2%
OCBCO
246
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.08M – – –
BCM
247
Bourgeon Capital Management
Connecticut
$1.07M -$78.9K -4,165 -7%
WT
248
Whittier Trust
California
$1.06M +$67.7K +3,575 +7%
Victory Capital Management
249
Victory Capital Management
Texas
$1.06M -$180K -9,500 -15%
AP
250
Americana Partners
Texas
$1.04M -$122K -6,370 -10%
8 9
10
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