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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
BCI
301
Brinker Capital Investments
Pennsylvania
$492K -$13.1K -755 -3%
WCM Investment Management
302
WCM Investment Management
California
$484K +$1.56K +90 +0.4%
WCM
303
Weik Capital Management
Pennsylvania
$479K -$23K -1,325 -5%
Mirae Asset Global Investments
304
Mirae Asset Global Investments
South Korea
$478K -$18.4K -1,060 -4%
DAS
305
Dynamic Advisor Solutions
Arizona
$464K +$34.4K +1,980 +9%
DBRC
306
D.B. Root & Company
Pennsylvania
$460K +$396K +22,785 New
OFS
307
OneAscent Financial Services
Alabama
$455K -$299K -17,195 -43%
AAMU
308
Amundi Asset Management US
Massachusetts
$449K
FWIA
309
Fort Washington Investment Advisors
Ohio
$445K
LCOV
310
London Company of Virginia
Virginia
$445K
LNC
311
Lincoln National Corp
Pennsylvania
$441K +$379K +21,820 New
CWM
312
Cordatus Wealth Management
Pennsylvania
$436K +$375K +21,550 New
WEC
313
Winslow Evans & Crocker
Massachusetts
$433K +$357K +20,500 +2,216%
CSS
314
Cubist Systematic Strategies
Connecticut
$431K -$7.13M -410,085 -95%
CFGS
315
Concourse Financial Group Securities
Alabama
$428K +$172K +9,900 +88%
SC
316
Searle & Co
Connecticut
$425K
VAS
317
Vestmark Advisory Solutions
Massachusetts
$425K +$365K +20,995 New
AT
318
Arden Trust
Delaware
$421K +$87 +5 +0%
CG
319
Colony Group
Massachusetts
$416K -$23.4K -1,345 -6%
BHB
320
Bank Hapoalim BM
Israel
$406K -$24.3K -1,400 -7%
VFA
321
Voya Financial Advisors
Connecticut
$396K +$342K +19,670 New
RhumbLine Advisers
322
RhumbLine Advisers
Massachusetts
$394K +$38.3K +2,200 +13%
EAM
323
Eagle Asset Management
Florida
$393K -$618K -35,525 -65%
FCH
324
Freestone Capital Holdings
Washington
$389K -$119K -6,850 -26%
HI
325
Harrington Investments
California
$383K +$6.17K +355 +2%

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.