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Sony
SONY

Overview Fund Activity

611 hedge funds and large institutions have $7.89B invested in Sony in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 222 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-14
Holders Change %
-2.24%
% of All Funds
9.74%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
57
Increased
222
Reduced
201
Closed
66
Calls
$186M
Puts
$110M
Net Calls
+$76.6M
Net Calls Change
+$13.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$330M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$496M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88M
4
Ameriprise
4
Ameriprise
Minnesota
$34.1M
5
Bank of America
5
Bank of America
North Carolina
$381M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$3.25M
2
AM
2
AGF Management
Ontario, Canada
$106M
3
GCM
3
Gladstone Capital Management
United Kingdom
$0
4
TP
4
Theleme Partners
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
276
Cetera Investment Advisers
Illinois
$704K +$41.6K +2,525 +6%
CIM
277
Confluence Investment Management
Missouri
$703K +$1.32K +80 +0.2%
Wealth Enhancement Advisory Services
278
Wealth Enhancement Advisory Services
Minnesota
$703K +$703K +42,645 New
SIA
279
Schechter Investment Advisors
Michigan
$679K -$37.6K -2,280 -5%
AAM
280
Advisors Asset Management
Colorado
$679K -$69.5K -4,215 -9%
BSAM
281
Blue Square Asset Management
New York
$672K +$672K +40,750 New
DAS
282
Dynamic Advisor Solutions
Arizona
$664K +$227K +13,765 +52%
MWM
283
Mission Wealth Management
California
$663K -$8.08K -490 -1%
PWG
284
Portside Wealth Group
Utah
$643K +$21.4K +1,295 +3%
WTC
285
WhitTier Trust Company
Nevada
$633K – – –
JIC
286
Johnson Investment Counsel
Ohio
$630K -$165 -10 -0%
IAA
287
Independent Advisor Alliance
North Carolina
$625K -$107K -6,490 -15%
BP
288
Ballentine Partners
Massachusetts
$625K +$17K +1,030 +3%
CCFP
289
Charles Carroll Financial Partners
Massachusetts
$618K – – –
EWA
290
EP Wealth Advisors
California
$612K +$612K +37,115 New
MOS
291
MGO One Seven
Ohio
$611K -$91.6K -5,555 -13%
ECM
292
Evergreen Capital Management
Washington
$607K -$31.5K -1,910 -5%
BTWM
293
Baker Tilly Wealth Management
Wisconsin
$589K -$549K -33,285 -48%
HW
294
Hancock Whitney
Mississippi
$586K +$16.2K +980 +3%
RP
295
Riverwater Partners
Wisconsin
$581K -$28.4K -1,725 -5%
Toronto Dominion Bank
296
Toronto Dominion Bank
Ontario, Canada
$578K +$86.8K +5,265 +18%
ASN
297
Advisory Services Network
Georgia
$573K +$824 +50 +0.1%
NAS
298
Nicolet Advisory Services
Wisconsin
$572K +$18.2K +1,115 +3%
PA
299
Procyon Advisors
Connecticut
$572K +$285K +17,290 +99%
KPWS
300
Kestra Private Wealth Services
Texas
$570K +$86.8K +5,265 +18%
10 11
12
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