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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
MAFM
251
Mid Atlantic Financial Management
Pennsylvania
$848K -$118K -5,570 -12%
IB
252
Intrust Bank
Kansas
$841K +$30K +1,420 +4%
PA
253
Parallel Advisors
California
$832K +$30.9K +1,465 +4%
UCFA
254
United Capital Financial Advisors
Texas
$828K -$2.62M -123,890 -76%
Sumitomo Mitsui Trust Group
255
Sumitomo Mitsui Trust Group
Japan
$825K -$73.3K -3,470 -8%
SI
256
Stephens Inc
Arkansas
$824K -$56.7K -2,685 -6%
CCA
257
Checchi Capital Advisers
California
$822K -$29.6K -1,400 -3%
PAS
258
Park Avenue Securities
New York
$820K +$96.4K +4,565 +13%
Barclays
259
Barclays
United Kingdom
$818K -$7.15M -338,530 -90%
FTDI
260
First Trust Direct Indexing
Massachusetts
$797K +$19.6K +930 +3%
RHBC
261
R.H. Bluestein & Co
Michigan
$795K
QCG
262
Quadrant Capital Group
Ohio
$788K +$85.4K +4,045 +12%
GAM
263
Gotham Asset Management
New York
$786K +$783K +37,065 New
LSAG
264
Lake Street Advisors Group
New Hampshire
$783K +$15.5K +735 +2%
PI
265
PFS Investments
Georgia
$780K +$777K +36,810 New
Schroder Investment Management Group
266
Schroder Investment Management Group
United Kingdom
$778K +$10.7K +505 +1%
WMC
267
Westwood Management Corporation
Illinois
$742K +$739K +35,000 New
AWM
268
Altium Wealth Management
New York
$740K +$98.3K +4,655 +15%
BCI
269
Brinker Capital Investments
Pennsylvania
$736K +$219K +10,385 +43%
BP
270
Ballentine Partners
Massachusetts
$732K -$106 -5 -0%
ASN
271
Advisory Services Network
Georgia
$724K +$665K +31,500 +1,191%
CWM
272
Cordatus Wealth Management
Pennsylvania
$723K +$265K +12,550 +58%
Toronto Dominion Bank
273
Toronto Dominion Bank
Ontario, Canada
$717K -$116K -5,485 -14%
CWM
274
Chesapeake Wealth Management
Virginia
$702K +$699K +33,100 New
FF
275
FourThought Financial
Florida
$700K +$77K +3,645 +12%

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.