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650 hedge funds and large institutions have $8.04B invested in Sony in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

52% more call options, than puts

Call options by funds: $217M | Put options by funds: $143M

9% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 69

4% more capital invested

Capital invested by funds: $7.75B → $8.04B (+$282M)

0.25% more ownership

Funds ownership: 35.85%36.1% (+0.25%)

0% less funds holding

Funds holding: 651650 (-1)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
650
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.39%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
75
Increased
211
Reduced
233
Closed
69
Calls
$217M
Puts
$143M
Net Calls
+$74.5M
Net Calls Change
+$670K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
301
OneDigital Investment Advisors
Kansas
$591K +$575K +34,780 New
OWA
302
One Wealth Advisors
California
$583K +$15.5K +940 +3%
AWA
303
Arete Wealth Advisors
Illinois
$578K +$564K +34,095 New
DG
304
DMC Group
Alabama
$569K +$62.7K +3,795 +13%
ECM
305
Evergreen Capital Management
Washington
$569K -$85.2K -5,155 -13%
AWA
306
Aaron Wealth Advisors
Illinois
$560K -$56.9K -3,440 -9%
PA
307
Parallel Advisors
California
$547K -$14.6K -885 -3%
PWG
308
Portside Wealth Group
Utah
$542K -$128K -7,715 -19%
EGM
309
Engineers Gate Manager
New York
$534K +$166K +10,025 +47%
WJWM
310
Williams Jones Wealth Management
New York
$533K
SW
311
SVB Wealth
Massachusetts
$527K +$4.63K +280 +0.9%
OCM
312
Ovata Capital Management
Hong Kong
$524K -$56.6K -3,425 -10%
PWPS
313
Pinnacle Wealth Planning Services
Ohio
$523K -$2.56K -155 -0.5%
HSA
314
HBK Sorce Advisory
Pennsylvania
$516K -$19.3K -1,170 -4%
PAG
315
Private Advisor Group
New Jersey
$504K +$36.9K +2,230 +8%
NERM
316
New England Research & Management
Illinois
$497K
HT
317
Headlands Technologies
Illinois
$495K +$34K +2,055 +8%
CA
318
Clearstead Advisors
Ohio
$493K +$744 +45 +0.2%
KP
319
Keel Point
Alabama
$493K +$28K +1,695 +7%
PFS
320
Prospera Financial Services
Texas
$482K +$181K +10,945 +63%
Tudor Investment Corp
321
Tudor Investment Corp
Connecticut
$481K +$468K +28,330 New
VF
322
Virtu Financial
New York
$481K -$641K -38,785 -58%
LFA
323
Legacy Financial Advisors
Kentucky
$479K +$8.27K +500 +2%
IC
324
IEQ Capital
California
$478K +$48.9K +2,955 +12%
PP
325
PDS Planning
Ohio
$478K +$38.7K +2,340 +9%

SONY Hedge Fund Activity: Q2 2024 in Review

650 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2024, worth a combined $8.04B — up 3.6% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SONY positions and 69 closed out — a net gain of 6 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Harding Loevner, adding an estimated $139M. The largest seller was Fiduciary Management Inc, cutting an estimated $121M.

  • 650 institutional investors held Sony (SONY) as of Q2 2024, down from 651 in Q1 2024.
  • Funds reported $8.04B of Sony stock for Q2 2024, up 3.6% quarter-over-quarter.
  • 75 funds opened new Sony positions in Q2 2024 and 69 closed out, a net change of +6 holders.
  • The largest Sony buyer in Q2 2024 was Harding Loevner, an estimated $139M added.
  • The largest Sony seller in Q2 2024 was Fiduciary Management Inc, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2024.