602 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+27
Holders Change %
+4.7%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
80
Increased
240
Reduced
175
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.2M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Squarepoint
301
Squarepoint
New York
$586K -$1.33M -73,365 -69%
VFA
302
Valeo Financial Advisors
Indiana
$585K +$179K +9,880 +44%
ARG
303
Advisory Resource Group
Oklahoma
$584K -$58.5K -3,225 -9%
DWM
304
Dakota Wealth Management
Florida
$575K -$88.2K -4,865 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
305
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$571K -$399K -22,000 -41%
WJWM
306
Williams Jones Wealth Management
New York
$569K -$1.54K -85 -0.3%
PWPS
307
Pinnacle Wealth Planning Services
Ohio
$564K +$1.18K +65 +0.2%
Bessemer Group
308
Bessemer Group
New Jersey
$561K -$77.1K -4,255 -12%
KPWS
309
Kestra Private Wealth Services
Texas
$558K +$558K +30,775 New
MCM
310
MAI Capital Management
Ohio
$552K +$30.7K +1,695 +6%
Balyasny Asset Management
311
Balyasny Asset Management
Illinois
$551K -$1.86M -102,425 -77%
Parallax Volatility Advisers
312
Parallax Volatility Advisers
California
$544K -$240K -13,260 -31%
IAS
313
Insigneo Advisory Services
Florida
$537K +$109K +6,030 +26%
BIP
314
Blueprint Investment Partners
North Carolina
$533K +$281K +15,490 +111%
NAS
315
Nicolet Advisory Services
Wisconsin
$521K +$267K +15,145 +105%
BFG
316
Bleakley Financial Group
New Jersey
$515K +$83.8K +4,620 +19%
SS
317
Simplicity Solutions
Minnesota
$515K +$257K +14,170 +99%
PA
318
Pinnacle Associates
New York
$514K +$4.53K +250 +0.9%
CA
319
Clearstead Advisors
Ohio
$511K +$4.99K +275 +1%
BP
320
Ballentine Partners
Massachusetts
$511K +$4.17K +230 +0.8%
EAM
321
Eagle Asset Management
Florida
$510K +$2.08K +115 +0.4%
PA
322
Parallel Advisors
California
$504K -$21.3K -1,175 -4%
NO
323
Ninety One
South Africa
$503K -$39.5K -2,180 -7%
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
$499K +$227K +12,530 +84%
BWP
325
BSW Wealth Partners
Colorado
$496K +$14.7K +810 +3%