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606 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

36% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 177

28% more call options, than puts

Call options by funds: $200M | Put options by funds: $157M

24% more capital invested

Capital invested by funds: $7.2B → $8.9B (+$1.7B)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

5% more funds holding

Funds holding: 578606 (+28)

1.25% more ownership

Funds ownership: 37.68%38.92% (+1.2%)

Holders
606
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
9.66%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
81
Increased
241
Reduced
177
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.3M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
301
Squarepoint
New York
$586K -$1.27M -73,365 -69%
VFA
302
Valeo Financial Advisors
Indiana
$585K +$171K +9,880 +44%
ARG
303
Advisory Resource Group
Oklahoma
$584K -$55.9K -3,225 -9%
DWM
304
Dakota Wealth Management
Florida
$575K -$84.3K -4,865 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
305
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$571K -$381K -22,000 -41%
WJWM
306
Williams Jones Wealth Management
New York
$569K -$1.47K -85 -0.3%
CAM
307
Chesapeake Asset Management
New York
$567K +$541K +31,235 New
PWPS
308
Pinnacle Wealth Planning Services
Ohio
$564K +$1.13K +65 +0.2%
Bessemer Group
309
Bessemer Group
New Jersey
$561K -$73.7K -4,255 -12%
KPWS
310
Kestra Private Wealth Services
Texas
$558K +$533K +30,775 New
MCM
311
MAI Capital Management
Ohio
$552K +$29.4K +1,695 +6%
Balyasny Asset Management
312
Balyasny Asset Management
Illinois
$551K -$1.78M -102,425 -77%
Parallax Volatility Advisers
313
Parallax Volatility Advisers
California
$544K -$230K -13,260 -31%
IAS
314
Insigneo Advisory Services
Florida
$537K +$105K +6,030 +26%
BIP
315
Blueprint Investment Partners
North Carolina
$533K +$268K +15,490 +111%
NAS
316
Nicolet Advisory Services
Wisconsin
$521K +$262K +15,145 +105%
BFG
317
Bleakley Financial Group
New Jersey
$515K +$80.1K +4,620 +19%
SS
318
Simplicity Solutions
Minnesota
$515K +$246K +14,170 +99%
PA
319
Pinnacle Associates
New York
$514K +$4.33K +250 +0.9%
CA
320
Clearstead Advisors
Ohio
$511K +$4.77K +275 +1%
BP
321
Ballentine Partners
Massachusetts
$511K +$3.99K +230 +0.8%
EAM
322
Eagle Asset Management
Florida
$510K +$1.99K +115 +0.4%
PA
323
Parallel Advisors
California
$504K -$20.4K -1,175 -4%
NO
324
Ninety One
South Africa
$503K -$37.8K -2,180 -7%
Toronto Dominion Bank
325
Toronto Dominion Bank
Ontario, Canada
$499K +$217K +12,530 +84%

SONY Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2023, worth a combined $8.9B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SONY positions and 45 closed out — a net gain of 36 holders — while 241 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $99.5M. The largest seller was Anomaly Capital Management, cutting an estimated $111M.

  • 606 institutional investors held Sony (SONY) as of Q1 2023, up from 578 in Q4 2022.
  • Funds reported $8.9B of Sony stock for Q1 2023, up 24% quarter-over-quarter.
  • 81 funds opened new Sony positions in Q1 2023 and 45 closed out, a net change of +36 holders.
  • The largest Sony buyer in Q1 2023 was BlackRock, an estimated $99.5M added.
  • The largest Sony seller in Q1 2023 was Anomaly Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.