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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
HSA
276
HBK Sorce Advisory
Pennsylvania
$611K -$39.7K -2,280 -7%
AWM
277
Altium Wealth Management
New York
$611K +$27K +1,550 +5%
SAI
278
Systematic Alpha Investments
New Jersey
$608K +$530K +30,500 New
FHA
279
Flagship Harbor Advisors
Massachusetts
$603K +$30.2K +1,735 +6%
Fiera Capital (Canada)
280
Fiera Capital (Canada)
Quebec, Canada
$603K +$519K +29,845 New
MCM
281
MAI Capital Management
Ohio
$599K +$186K +10,705 +57%
MHC
282
Meyer Handelman Company
New York
$596K +$513K +29,490 New
FF
283
FourThought Financial
Florida
$594K +$511K +29,385 New
WTC
284
WhitTier Trust Company
Nevada
$586K
TPCW
285
TD Private Client Wealth
New York
$578K -$81.5K -4,685 -14%
AIM
286
Alhambra Investment Management
Florida
$575K -$25K -1,435 -5%
W
287
WealthStone
Ohio
$572K -$2.44K -140 -0.5%
AWM
288
Absher Wealth Management
North Carolina
$554K +$39.7K +2,285 +9%
IFG
289
Independent Financial Group
California
$548K -$76.3K -4,385 -14%
PFS
290
Prospera Financial Services
Texas
$543K +$414K +23,810 +781%
HW
291
Hancock Whitney
Mississippi
$532K +$78.7K +4,525 +21%
JIP
292
Jaffetilchin Investment Partners
Florida
$529K -$37.9K -2,180 -8%
HPCM
293
High Pointe Capital Management
Illinois
$527K
EVC
294
Eidelman Virant Capital
Missouri
$526K +$452K +26,000 New
D.E. Shaw & Co
295
D.E. Shaw & Co
New York
$516K -$639K -36,740 -59%
DA
296
Doliver Advisors
Texas
$509K +$73K +4,200 +20%
RCA
297
Resonant Capital Advisors
Wisconsin
$508K
OWM
298
Opes Wealth Management
California
$507K
FC
299
FCA Corp
Texas
$506K +$296K +17,000 +213%
LWP
300
Lumature Wealth Partners
Georgia
$502K +$432K +24,845 New

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.