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Sony
SONY

Overview Fund Activity

543 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 211 increasing their positions, 159 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+18
Holders Change %
+3.43%
% of All Funds
9.56%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
83
Increased
211
Reduced
159
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M

Top Buyers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$1.37B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$60.1M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$51M
4
BlackRock
4
BlackRock
New York
$157M
5
Invesco
5
Invesco
Georgia
$118M

Top Sellers

1
Holocene Advisors
1
Holocene Advisors
New York
$0
2
Primecap Management
2
Primecap Management
California
$3.05B
3
SCP
3
Soroban Capital Partners
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$275M
5
Bank of America
5
Bank of America
North Carolina
$335M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
301
Opes Wealth Management
California
$531K – – –
Allianz Asset Management
302
Allianz Asset Management
Germany
$530K -$4.12M -194,360 -89%
CG
303
Colony Group
Massachusetts
$530K +$93.5K +4,405 +21%
WG
304
Welch Group
Alabama
$530K +$318K +15,000 +150%
OFS
305
OneAscent Financial Services
Alabama
$528K +$50K +2,355 +10%
VFA
306
Voya Financial Advisors
Connecticut
$516K +$105K +5,040 +26%
DAS
307
Dynamic Advisor Solutions
Arizona
$507K +$20.5K +965 +4%
QSS
308
Quantitative Systematic Strategies
Florida
$504K -$280K -13,215 -36%
WCM
309
Weik Capital Management
Pennsylvania
$502K – – –
DBRC
310
D.B. Root & Company
Pennsylvania
$486K +$3.28K +155 +0.7%
WT
311
Whittier Trust
California
$486K +$448K +21,100 +1,172%
Mirae Asset Global Investments
312
Mirae Asset Global Investments
South Korea
$480K -$21.9K -1,030 -4%
MWM
313
Mission Wealth Management
California
$471K +$89.8K +4,235 +24%
PCS
314
Personal CFO Solutions
New Jersey
$469K +$74.6K +3,520 +19%
EWA
315
Exencial Wealth Advisors
Oklahoma
$468K +$468K +22,050 New
LCOV
316
London Company of Virginia
Virginia
$466K – – –
FWIA
317
Fort Washington Investment Advisors
Ohio
$466K – – –
BHB
318
Bank Hapoalim BM
Israel
$462K +$36K +1,700 +8%
GWM
319
Geneos Wealth Management
Colorado
$452K +$28.5K +1,425 +7%
WS
320
Wedbush Securities
California
$452K +$67.5K +3,185 +18%
SC
321
Searle & Co
Connecticut
$445K – – –
RCA
322
Resonant Capital Advisors
Wisconsin
$427K -$106K -5,000 -20%
KPWS
323
Kestra Private Wealth Services
Texas
$424K +$157K +7,415 +59%
HTC
324
Haverford Trust Company
Pennsylvania
$424K +$212K +10,000 +100%
BPA
325
Beacon Pointe Advisors
California
$414K +$118K +5,600 +40%
11 12
13
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