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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
GTCM
276
Gyon Technologies Capital Management
New Jersey
$686K +$683K +32,345 New
LWM
277
Loveless Wealth Management
Montana
$683K +$9.5K +450 +1%
AIM
278
Alhambra Investment Management
Florida
$678K +$75.7K +3,585 +13%
TC
279
TownSquare Capital
Utah
$677K +$26.2K +1,240 +4%
GT
280
Glenmede Trust
Pennsylvania
$674K -$1.72M -81,510 -72%
WA
281
Wealth Alliance
New York
$674K -$76.2K -3,610 -10%
HW
282
Hancock Whitney
Mississippi
$671K +$112K +5,325 +20%
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$668K -$61.7K -2,920 -8%
JIC
284
Johnson Investment Counsel
Ohio
$661K -$4.75K -225 -0.7%
HSA
285
HBK Sorce Advisory
Pennsylvania
$658K +$16.9K +800 +3%
AWM
286
Absher Wealth Management
North Carolina
$657K +$75.1K +3,555 +13%
FHA
287
Flagship Harbor Advisors
Massachusetts
$649K +$16.8K +795 +3%
SAI
288
Systematic Alpha Investments
New Jersey
$640K
W
289
WealthStone
Ohio
$636K +$35.9K +1,700 +6%
RC
290
RegentAtlantic Capital
New Jersey
$633K -$20.3K -960 -3%
SFS
291
Sowell Financial Services
Arkansas
$630K +$4.22K +200 +0.6%
MHC
292
Meyer Handelman Company
New York
$625K
IFG
293
Independent Financial Group
California
$613K +$38.9K +1,840 +7%
WGAM
294
Wilkinson Global Asset Management
New York
$594K +$592K +28,025 New
WPW
295
Waldron Private Wealth
Pennsylvania
$586K -$493K -23,350 -46%
SSA
296
Schonfeld Strategic Advisors
New York
$583K +$581K +27,500 New
William Blair & Company
297
William Blair & Company
Illinois
$577K -$113K -5,370 -16%
HPCM
298
High Pointe Capital Management
Illinois
$574K +$21.1K +1,000 +4%
DA
299
Doliver Advisors
Texas
$570K +$36.3K +1,720 +7%
CFGS
300
Concourse Financial Group Securities
Alabama
$569K +$120K +5,665 +27%

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.