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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
RHBC
251
R.H. Bluestein & Co
Michigan
$758K
ONB
252
Old National Bancorp
Indiana
$757K +$157K +9,035 +32%
QSS
253
Quantitative Systematic Strategies
Florida
$748K +$643K +36,980 New
PA
254
Pinnacle Associates
New York
$743K -$10K -575 -2%
FTDI
255
First Trust Direct Indexing
Massachusetts
$741K +$637K +36,650 New
PAG
256
Private Advisor Group
New Jersey
$736K +$377K +21,670 +147%
Schroder Investment Management Group
257
Schroder Investment Management Group
United Kingdom
$732K -$837K -48,130 -57%
LSAG
258
Lake Street Advisors Group
New Hampshire
$732K +$22.1K +1,270 +4%
NERM
259
New England Research & Management
Illinois
$723K +$622K +35,750 New
WA
260
Wealth Alliance
New York
$716K -$2.26K -130 -0.4%
AIIMS
261
Analyst IMS Investment Management Services
Israel
$708K -$229K -13,195 -27%
BP
262
Ballentine Partners
Massachusetts
$698K +$2.09K +120 +0.3%
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$696K +$20K +1,150 +3%
NA
264
NewEdge Advisors
Louisiana
$691K -$522 -30 -0.1%
PAS
265
Park Avenue Securities
New York
$689K +$155K +8,895 +35%
VF
266
Virtu Financial
New York
$674K +$206K +11,825 +55%
QCG
267
Quadrant Capital Group
Ohio
$669K +$28.9K +1,660 +5%
OFA
268
Oak Family Advisors
Illinois
$661K +$569K +32,690 New
William Blair & Company
269
William Blair & Company
Illinois
$658K +$12K +690 +2%
SFS
270
Sowell Financial Services
Arkansas
$648K +$37.8K +2,175 +7%
LWM
271
Loveless Wealth Management
Montana
$642K -$435 -25 -0.1%
JIC
272
Johnson Investment Counsel
Ohio
$635K -$348 -20 -0.1%
RC
273
RegentAtlantic Capital
New Jersey
$623K -$73.2K -4,210 -12%
TC
274
TownSquare Capital
Utah
$621K +$534K +30,715 New
AMC
275
Asset Management Corp
Illinois
$614K +$957 +55 +0.2%

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.