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Sony
SONY

Overview Fund Activity

646 hedge funds and large institutions have $8.03B invested in Sony in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 211 increasing their positions, 230 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.4%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
75
Increased
211
Reduced
230
Closed
68
Calls
$217M
Puts
$143M
Net Calls
+$74.5M
Net Calls Change
+$2.3M

Top Buyers

1
HL
Harding Loevner
New Jersey
$167M
2
GAM
Groupama Asset Management
France
$378M
3
Fisher Asset Management
Fisher Asset Management
Washington
$651M
4
Marshall Wace
Marshall Wace
United Kingdom
$72.1M
5
Citadel Advisors
Citadel Advisors
Florida
$28.6M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$125M
2
ClearBridge Investments
ClearBridge Investments
New York
$92.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$130M
4
MIP
Mondrian Investment Partners
United Kingdom
$199M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
301
OneDigital Investment Advisors
Kansas
$591K +$591K +34,780 New
OWA
302
One Wealth Advisors
California
$583K +$15.9K +940 +3%
AWA
303
Arete Wealth Advisors
Illinois
$578K +$578K +34,095 New
DG
304
DMC Group
Alabama
$569K +$64.5K +3,795 +13%
ECM
305
Evergreen Capital Management
Washington
$569K -$87.6K -5,155 -13%
AWA
306
Aaron Wealth Advisors
Illinois
$560K -$58.4K -3,440 -9%
PA
307
Parallel Advisors
California
$547K -$15K -885 -3%
PWG
308
Portside Wealth Group
Utah
$542K -$131K -7,715 -19%
EGM
309
Engineers Gate Manager
New York
$534K +$170K +10,025 +47%
WJWM
310
Williams Jones Wealth Management
New York
$533K – – –
SW
311
SVB Wealth
Massachusetts
$527K +$4.76K +280 +0.9%
OCM
312
Ovata Capital Management
Hong Kong
$524K -$58.1K -3,425 -10%
PWPS
313
Pinnacle Wealth Planning Services
Ohio
$523K -$2.63K -155 -0.5%
HSA
314
HBK Sorce Advisory
Pennsylvania
$516K -$19.9K -1,170 -4%
PAG
315
Private Advisor Group
New Jersey
$504K +$37.9K +2,230 +8%
NERM
316
New England Research & Management
Illinois
$497K – – –
HT
317
Headlands Technologies
Illinois
$495K +$34.9K +2,055 +8%
CA
318
Clearstead Advisors
Ohio
$493K +$765 +45 +0.2%
KP
319
Keel Point
Alabama
$493K +$30.2K +1,695 +7%
PFS
320
Prospera Financial Services
Texas
$482K +$186K +10,945 +63%
Tudor Investment Corp
321
Tudor Investment Corp
Connecticut
$481K +$481K +28,330 New
VF
322
Virtu Financial
New York
$481K -$660K -38,785 -58%
LFA
323
Legacy Financial Advisors
Kentucky
$479K +$8.5K +500 +2%
IC
324
IEQ Capital
California
$478K +$50.2K +2,955 +12%
PP
325
PDS Planning
Ohio
$478K +$39.8K +2,340 +9%
11 12
13
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