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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 %
BP
276
Ballentine Partners
Massachusetts
$860K +$141K +7,465 +20%
AWM
277
Absher Wealth Management
North Carolina
$848K -$91.5K -4,830 -10%
YIH
278
Y-Intercept (HK)
Hong Kong
$832K +$832K +43,950 New
SIA
279
Schechter Investment Advisors
Michigan
$828K +$47.1K +2,485 +6%
MWM
280
Mission Wealth Management
California
$804K +$41.6K +2,195 +5%
PGIM
281
Pacific Global Investment Management
California
$789K -$77.3K -4,080 -9%
NA
282
NewEdge Advisors
Louisiana
$786K +$161K +8,340 +26%
VSQM
283
V-Square Quantitative Management
Illinois
$785K +$785K +41,460 New
S
284
SimplyRich
California
$771K +$771K +40,730 New
CIM
285
Confluence Investment Management
Missouri
$768K -$40K -2,110 -5%
JIC
286
Johnson Investment Counsel
Ohio
$765K +$41.9K +2,215 +6%
DAS
287
Dynamic Advisor Solutions
Arizona
$752K +$17.2K +940 +2%
ECM
288
Evergreen Capital Management
Washington
$741K +$44.1K +2,330 +6%
PA
289
Procyon Advisors
Connecticut
$739K +$82.4K +4,350 +13%
PWG
290
Portside Wealth Group
Utah
$731K -$6.34K -335 -0.9%
HW
291
Hancock Whitney
Mississippi
$725K +$52K +2,745 +8%
BNP Paribas Financial Markets
292
BNP Paribas Financial Markets
France
$723K -$1.32M -69,745 -65%
KPWS
293
Kestra Private Wealth Services
Texas
$722K +$66.6K +3,515 +10%
IAS
294
Insigneo Advisory Services
Florida
$717K +$283K +14,945 +65%
Nuveen Asset Management
295
Nuveen Asset Management
Illinois
$716K +$61.5K +3,245 +9%
CCFP
296
Charles Carroll Financial Partners
Massachusetts
$710K – – –
EWA
297
EP Wealth Advisors
California
$707K +$4.07K +215 +0.6%
MOS
298
MGO One Seven
Ohio
$699K -$3.5K -185 -0.5%
AT
299
Arden Trust
Delaware
$691K -$140K -7,410 -17%
ARG
300
Advisory Resource Group
Oklahoma
$682K +$49.5K +2,615 +8%
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