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546 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 212 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 160

27% more call options, than puts

Call options by funds: $194M | Put options by funds: $153M

4% more funds holding

Funds holding: 527546 (+19)

4% more capital invested

Capital invested by funds: $9.67B → $10B (+$356M)

0.33% less ownership

Funds ownership: 37.91%37.58% (-0.33%)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
546
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
9.59%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
84
Increased
212
Reduced
160
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
326
Kestra Private Wealth Services
Texas
$424K +$157K +7,415 +59%
HTC
327
Haverford Trust Company
Pennsylvania
$424K +$211K +10,000 +100%
BPA
328
Beacon Pointe Advisors
California
$414K +$118K +5,600 +40%
EI
329
Ellevest Inc
New York
$413K +$69.6K +3,295 +20%
BFM
330
Boothbay Fund Management
New York
$413K +$412K +19,500 New
JIP
331
Jaffetilchin Investment Partners
Florida
$411K -$143K -6,770 -26%
FCI
332
Financial Counselors Inc
Kansas
$405K +$5.6K +265 +1%
HI
333
Harrington Investments
California
$401K
VAS
334
Vestmark Advisory Solutions
Massachusetts
$393K -$52.2K -2,470 -12%
1WA
335
180 Wealth Advisors
Washington
$390K +$34.5K +1,635 +9%
APA
336
American Portfolios Advisors
New York
$387K +$137K +6,505 +55%
LNC
337
Lincoln National Corp
Pennsylvania
$386K -$76.7K -3,630 -17%
Credit Agricole
338
Credit Agricole
France
$383K
KP
339
Keel Point
Alabama
$383K +$382K +18,085 New
GHAM
340
Gilman Hill Asset Management
Connecticut
$381K +$379K +17,960 New
YIH
341
Y-Intercept (HK)
Hong Kong
$374K +$378K +17,895 New
AT
342
Arden Trust
Delaware
$373K -$68.8K -3,260 -16%
IC
343
Intersect Capital
California
$371K +$45.3K +2,145 +14%
CI
344
Clal Insurance
Israel
$371K +$370K +17,500 New
KeyBank National Association
345
KeyBank National Association
Ohio
$368K +$19.2K +910 +6%
ECM
346
Evergreen Capital Management
Washington
$368K +$54.4K +2,575 +17%
VFA
347
Valeo Financial Advisors
Indiana
$362K +$845 +40 +0.2%
KWA
348
KCS Wealth Advisory
California
$361K +$23.9K +1,130 +7%
9WM
349
9258 Wealth Management
Ohio
$350K
HI
350
Harbour Investments
Wisconsin
$347K +$346K +16,365 New

SONY Hedge Fund Activity: Q1 2021 in Review

546 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2021, worth a combined $10B — up 3.7% from $9.67B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SONY positions and 62 closed out — a net gain of 22 holders — while 212 added to existing stakes and 160 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $129M. The largest seller was Holocene Advisors, exiting entirely with an estimated $100M sold.

  • 546 institutional investors held Sony (SONY) as of Q1 2021, up from 527 in Q4 2020.
  • Funds reported $10B of Sony stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 84 funds opened new Sony positions in Q1 2021 and 62 closed out, a net change of +22 holders.
  • The largest Sony buyer in Q1 2021 was Aristotle Capital Management, an estimated $129M added.
  • The largest Sony seller in Q1 2021 was Holocene Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.