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527 hedge funds and large institutions have $9.67B invested in Sony in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 183 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $691M | Put options by funds: $163M

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

31% more capital invested

Capital invested by funds: $7.35B → $9.67B (+$2.31B)

17% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 157

15% more funds holding

Funds holding: 459527 (+68)

0.14% less ownership

Funds ownership: 38.05%37.91% (-0.14%)

Holders
527
Holders Change
+68
Holders Change %
+14.81%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
116
Increased
183
Reduced
157
Closed
41
Calls
$691M
Puts
$163M
Net Calls
+$528M
Net Calls Change
+$251M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
326
Financial Counselors Inc
Kansas
$381K +$328K +18,845 New
KM
327
Kalos Management
Georgia
$380K -$222K -12,750 -43%
1WA
328
180 Wealth Advisors
Washington
$380K +$20.4K +1,175 +7%
Cetera Investment Advisers
329
Cetera Investment Advisers
Illinois
$378K +$326K +18,720 New
PCS
330
Personal CFO Solutions
New Jersey
$376K +$323K +18,600 New
MS
331
Mizuho Securities
Japan
$374K -$492K -28,310 -60%
WS
332
Wedbush Securities
California
$367K -$42.6K -2,450 -12%
SFFS
333
Stonehage Fleming Financial Services
Jersey
$366K +$315K +18,125 New
Credit Agricole
334
Credit Agricole
France
$365K +$10.4K +600 +3%
MWM
335
Mission Wealth Management
California
$364K +$313K +17,980 New
4WM
336
44 Wealth Management
Oregon
$349K +$301K +17,280 New
VFA
337
Valeo Financial Advisors
Indiana
$344K -$15.7K -905 -5%
9WM
338
9258 Wealth Management
Ohio
$334K -$50.4K -2,900 -15%
KeyBank National Association
339
KeyBank National Association
Ohio
$332K -$5.13K -295 -2%
EI
340
Ellevest Inc
New York
$328K +$68K +3,910 +32%
BBHC
341
Brown Brothers Harriman & Co
New York
$324K +$22.4K +1,290 +9%
CGL
342
Clarius Group LLC
Washington
$323K
KWA
343
KCS Wealth Advisory
California
$321K +$18.9K +1,085 +7%
RE
344
RBC Europe
United Kingdom
$318K +$10K +575 +4%
PMA
345
Prudent Man Advisors
Illinois
$316K
Janus Henderson Group
346
Janus Henderson Group
United Kingdom
$314K -$46.1K -2,650 -15%
SRC
347
Sage Rhino Capital
California
$314K -$1.22K -70 -0.4%
IC
348
Intersect Capital
California
$311K +$267K +15,365 New
Balyasny Asset Management
349
Balyasny Asset Management
Illinois
$311K +$267K +15,380 New
CAG
350
Csenge Advisory Group
Florida
$304K -$26.6K -1,530 -9%

SONY Hedge Fund Activity: Q4 2020 in Review

527 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2020, worth a combined $9.67B — up 31% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SONY positions and 41 closed out — a net gain of 75 holders — while 183 added to existing stakes and 157 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $86.3M. The largest seller was Primecap Management, cutting an estimated $188M.

  • 527 institutional investors held Sony (SONY) as of Q4 2020, up from 459 in Q3 2020.
  • Funds reported $9.67B of Sony stock for Q4 2020, up 31% quarter-over-quarter.
  • 116 funds opened new Sony positions in Q4 2020 and 41 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2020 was Holocene Advisors, an estimated $86.3M added.
  • The largest Sony seller in Q4 2020 was Primecap Management, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2020.