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546 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 212 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 160

27% more call options, than puts

Call options by funds: $194M | Put options by funds: $153M

4% more funds holding

Funds holding: 527546 (+19)

4% more capital invested

Capital invested by funds: $9.67B → $10B (+$356M)

0.33% less ownership

Funds ownership: 37.91%37.58% (-0.33%)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
546
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
9.59%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
84
Increased
212
Reduced
160
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
MAI Capital Management
Ohio
$563K -$64.8K -3,070 -10%
SCM
302
Seascape Capital Management
New Hampshire
$544K +$542K +25,680 New
HIIFS
303
Harel Insurance Investments & Financial Services
Israel
$536K +$246K +11,650 New
OWM
304
Opes Wealth Management
California
$531K
Allianz Asset Management
305
Allianz Asset Management
Germany
$530K -$4.1M -194,360 -89%
CG
306
Colony Group
Massachusetts
$530K +$93K +4,405 +21%
WG
307
Welch Group
Alabama
$530K +$317K +15,000 +150%
OFS
308
OneAscent Financial Services
Alabama
$528K +$49.7K +2,355 +10%
VFA
309
Voya Financial Advisors
Connecticut
$516K +$106K +5,040 +26%
DAS
310
Dynamic Advisor Solutions
Arizona
$507K +$20.4K +965 +4%
QSS
311
Quantitative Systematic Strategies
Florida
$504K -$279K -13,215 -36%
WCM
312
Weik Capital Management
Pennsylvania
$502K
DBRC
313
D.B. Root & Company
Pennsylvania
$486K +$3.27K +155 +0.7%
WT
314
Whittier Trust
California
$486K +$446K +21,100 +1,172%
Mirae Asset Global Investments
315
Mirae Asset Global Investments
South Korea
$480K -$21.8K -1,030 -4%
MWM
316
Mission Wealth Management
California
$471K +$89.4K +4,235 +24%
PCS
317
Personal CFO Solutions
New Jersey
$469K +$74.3K +3,520 +19%
EWA
318
Exencial Wealth Advisors
Oklahoma
$468K +$466K +22,050 New
FWIA
319
Fort Washington Investment Advisors
Ohio
$466K
LCOV
320
London Company of Virginia
Virginia
$466K
BHB
321
Bank Hapoalim BM
Israel
$462K +$35.9K +1,700 +8%
GWM
322
Geneos Wealth Management
Colorado
$452K +$30.1K +1,425 +7%
WS
323
Wedbush Securities
California
$452K +$67.3K +3,185 +18%
SC
324
Searle & Co
Connecticut
$445K
RCA
325
Resonant Capital Advisors
Wisconsin
$427K -$106K -5,000 -20%

SONY Hedge Fund Activity: Q1 2021 in Review

546 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2021, worth a combined $10B — up 3.7% from $9.67B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SONY positions and 62 closed out — a net gain of 22 holders — while 212 added to existing stakes and 160 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $129M. The largest seller was Holocene Advisors, exiting entirely with an estimated $100M sold.

  • 546 institutional investors held Sony (SONY) as of Q1 2021, up from 527 in Q4 2020.
  • Funds reported $10B of Sony stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 84 funds opened new Sony positions in Q1 2021 and 62 closed out, a net change of +22 holders.
  • The largest Sony buyer in Q1 2021 was Aristotle Capital Management, an estimated $129M added.
  • The largest Sony seller in Q1 2021 was Holocene Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.