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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
301
Bleakley Financial Group
New Jersey
$680K +$137K +7,250 +25%
AFG
302
Atomi Financial Group
New York
$679K +$679K +35,830 New
MCM
303
MAI Capital Management
Ohio
$673K +$96.5K +5,095 +17%
Toronto Dominion Bank
304
Toronto Dominion Bank
Ontario, Canada
$667K +$2.56K +135 +0.4%
RP
305
Riverwater Partners
Wisconsin
$667K – – –
ASN
306
Advisory Services Network
Georgia
$662K +$3.41K +180 +0.5%
IAA
307
Independent Advisor Alliance
North Carolina
$657K -$61.2K -3,230 -9%
AAM
308
Advisors Asset Management
Colorado
$656K -$125K -6,590 -16%
SIGI
309
Susquehanna International Group (Ireland)
Ireland
$651K +$651K +34,375 New
BRWA
310
B. Riley Wealth Advisors
Florida
$645K -$335K -17,665 -34%
BTWM
311
Baker Tilly Wealth Management
Wisconsin
$638K -$38.2K -2,015 -6%
HSA
312
HBK Sorce Advisory
Pennsylvania
$631K -$1.7K -90 -0.3%
NAS
313
Nicolet Advisory Services
Wisconsin
$625K -$12.9K -705 -2%
CCA
314
Checchi Capital Advisers
California
$617K -$15.1K -795 -2%
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$606K -$202K -10,680 -25%
FOA
316
Five Oceans Advisors
California
$604K +$20.7K +1,095 +4%
PA
317
Parallel Advisors
California
$599K +$18.6K +980 +3%
WJWM
318
Williams Jones Wealth Management
New York
$594K – – –
PP
319
PDS Planning
Ohio
$590K +$13.1K +690 +2%
AWM
320
Apollon Wealth Management
South Carolina
$586K +$286K +15,120 +95%
MPPW
321
Mitchell & Pahl Private Wealth
Oklahoma
$586K +$5.02K +265 +0.9%
PWPS
322
Pinnacle Wealth Planning Services
Ohio
$584K – – –
RFC
323
Regions Financial Corp
Alabama
$569K +$569K +30,050 New
WG
324
Welch Group
Alabama
$568K +$94.7K +5,000 +20%
BWM
325
BKM Wealth Management
Wisconsin
$566K +$566K +29,865 New
11 12
13
14 15