We are live on ! Find out more

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
FA
276
FDx Advisors
Illinois
$717K
Cetera Investment Advisers
277
Cetera Investment Advisers
Illinois
$716K +$227K +13,115 +50%
BNP Paribas Financial Markets
278
BNP Paribas Financial Markets
France
$715K -$194K -11,205 -22%
BRWA
279
B. Riley Wealth Advisors
Florida
$714K +$92.8K +5,355 +16%
MWM
280
Mission Wealth Management
California
$708K +$17.9K +1,035 +3%
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$703K -$61.1K -3,525 -8%
ECM
282
Evergreen Capital Management
Washington
$682K +$93K +5,365 +17%
CCFP
283
Charles Carroll Financial Partners
Massachusetts
$680K -$260K -15,000 -29%
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$671K +$11.4K +660 +2%
RP
285
Riverwater Partners
Wisconsin
$670K +$71.3K +4,115 +13%
JIC
286
Johnson Investment Counsel
Ohio
$667K +$5.29K +305 +0.8%
MAM
287
Morse Asset Management
Connecticut
$667K +$637K +36,780 New
VF
288
Virtu Financial
New York
$650K +$207K +11,950 +50%
HSA
289
HBK Sorce Advisory
Pennsylvania
$648K -$575K -33,195 -48%
Barclays
290
Barclays
United Kingdom
$640K -$7.54K -435 -1%
FHA
291
Flagship Harbor Advisors
Massachusetts
$638K -$10.5K -605 -2%
FOA
292
Five Oceans Advisors
California
$633K
NA
293
NewEdge Advisors
Louisiana
$627K -$20.1K -1,160 -3%
ASN
294
Advisory Services Network
Georgia
$621K -$190K -10,990 -24%
N
295
Nuveen
North Carolina
$618K
CCA
296
Checchi Capital Advisers
California
$617K +$23.7K +1,365 +4%
VIA
297
Vident Investment Advisory
Georgia
$608K +$147K +8,460 +34%
PPC
298
Park Place Capital
Alabama
$605K -$3.29K -190 -0.6%
IWC
299
Integrated Wealth Concepts
Massachusetts
$593K -$1.32M -76,205 -70%
HW
300
Hancock Whitney
Mississippi
$590K +$10.7K +620 +2%

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.