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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
MCM
251
Mitchell Capital Management
Kansas
$910K +$42.6K +2,460 +5%
QI
252
Qtron Investments
Massachusetts
$907K +$318K +18,340 +58%
TPCW
253
TD Private Client Wealth
New York
$899K +$268K +15,455 +45%
Pacer Advisors
254
Pacer Advisors
Pennsylvania
$895K +$27.6K +1,590 +3%
AAM
255
Advisors Asset Management
Colorado
$886K -$266K -15,345 -24%
William Blair & Company
256
William Blair & Company
Illinois
$863K -$15.6K -900 -2%
Brown Advisory
257
Brown Advisory
Maryland
$858K +$16.4K +945 +2%
SG Americas Securities
258
SG Americas Securities
New York
$854K +$492K +28,375 +152%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$848K +$38.1K +2,200 +5%
CIM
260
Confluence Investment Management
Missouri
$840K +$6.15K +355 +0.8%
WT
261
Whittier Trust
California
$829K +$12.6K +725 +2%
SIA
262
Schechter Investment Advisors
Michigan
$815K +$25.3K +1,460 +3%
Wolverine Trading
263
Wolverine Trading
Illinois
$811K -$48.3K -2,785 -6%
WTC
264
WhitTier Trust Company
Nevada
$808K +$4.94K +285 +0.6%
IAA
265
Independent Advisor Alliance
North Carolina
$805K +$770K +44,430 New
AWS
266
Atria Wealth Solutions
New York
$794K +$261K +15,040 +52%
HSBC Holdings
267
HSBC Holdings
United Kingdom
$783K +$748K +43,185 New
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$781K -$20.5K -1,185 -3%
GCIA
269
Gabelli & Co Investment Advisers
New York
$763K +$6.93K +400 +1%
Canada Pension Plan Investment Board
270
Canada Pension Plan Investment Board
Ontario, Canada
$761K
KWA
271
KCS Wealth Advisory
California
$752K +$3.81K +220 +0.5%
MOS
272
MGO One Seven
Ohio
$751K +$191K +11,030 +36%
CGL
273
Clarius Group LLC
Washington
$731K -$87 -5 -0%
Charles Schwab
274
Charles Schwab
California
$719K +$310K +17,910 +82%
PGIM
275
Pacific Global Investment Management
California
$718K -$4.94K -285 -0.7%

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.