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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 %
SCI
251
S&CO Inc
Massachusetts
$1.04M – – –
SW
252
SVB Wealth
Massachusetts
$1.01M -$116K -6,100 -10%
OWM
253
Opes Wealth Management
California
$1M +$528K +27,860 +111%
WTC
254
WhitTier Trust Company
Nevada
$980K +$252K +13,305 +35%
D.E. Shaw & Co
255
D.E. Shaw & Co
New York
$979K -$7.02M -370,820 -88%
Wealth Enhancement Advisory Services
256
Wealth Enhancement Advisory Services
Minnesota
$977K +$169K +8,930 +21%
FA
257
FDx Advisors
Illinois
$947K +$17.3K +915 +2%
Nomura Holdings
258
Nomura Holdings
Japan
$947K -$11.7M -616,250 -92%
GT
259
Glenmede Trust
Pennsylvania
$938K +$416K +21,985 +80%
GIM
260
Grassi Investment Management
California
$937K -$114K -6,000 -11%
SAG
261
SageView Advisory Group
California
$932K +$932K +47,845 New
CW
262
Connectus Wealth
Ohio
$926K -$9.97K -525 -1%
GC
263
Guggenheim Capital
Illinois
$922K -$166K -8,755 -15%
HWMA
264
Heritage Wealth Management (Arizona)
Arizona
$917K +$917K +48,410 New
Brown Advisory
265
Brown Advisory
Maryland
$913K -$9.94K -525 -1%
OAM
266
Oxford Asset Management
United Kingdom
$909K +$909K +48,000 New
EA
267
Everpar Advisors
Oklahoma
$907K +$907K +47,870 New
RJT
268
Raymond James Trust
Florida
$904K -$45K -2,375 -5%
TPCW
269
TD Private Client Wealth
New York
$896K -$166K -8,750 -16%
CGL
270
Clarius Group LLC
Washington
$888K +$4.74K +250 +0.5%
TSS
271
Two Sigma Securities
New York
$886K +$886K +46,770 New
SS
272
Simplicity Solutions
Minnesota
$884K +$342K +18,065 +63%
CCIA
273
Campbell & Co Investment Adviser
Maryland
$884K +$884K +46,700 New
SCA
274
Snowden Capital Advisors
New York
$870K -$39.5K -2,085 -4%
VT
275
Vise Technologies
New York
$863K -$162K -8,565 -16%
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