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606 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

36% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 177

28% more call options, than puts

Call options by funds: $200M | Put options by funds: $157M

24% more capital invested

Capital invested by funds: $7.2B → $8.9B (+$1.7B)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

5% more funds holding

Funds holding: 578606 (+28)

1.25% more ownership

Funds ownership: 37.68%38.92% (+1.2%)

Holders
606
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
9.66%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
81
Increased
241
Reduced
177
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.3M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
326
BSW Wealth Partners
Colorado
$496K +$14K +810 +3%
PP
327
PDS Planning
Ohio
$495K +$127K +7,315 +37%
PAG
328
Private Advisor Group
New Jersey
$486K -$33.1K -1,910 -7%
KFI
329
Key Financial Inc
Pennsylvania
$486K +$451K +26,000 +3,152%
CCIA
330
Campbell & Co Investment Adviser
Maryland
$482K -$1.12M -64,900 -71%
LI
331
LMCG Investments
Massachusetts
$466K -$5.68M -327,510 -93%
KIA
332
Knollwood Investment Advisory
Maryland
$461K
DAS
333
Dynamic Advisor Solutions
Arizona
$461K +$2.25K +130 +0.5%
TPWM
334
Twelve Points Wealth Management
Massachusetts
$460K -$1.3K -75 -0.3%
EGM
335
Engineers Gate Manager
New York
$455K +$97.7K +5,640 +29%
Connor, Clark & Lunn Investment Management (CC&L)
336
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$455K +$435K +25,100 New
OWM
337
Opes Wealth Management
California
$454K
HH
338
Hilltop Holdings
Texas
$453K
WG
339
Welch Group
Alabama
$453K -$6.5K -375 -1%
GT
340
Glenmede Trust
Pennsylvania
$444K -$3.29K -190 -0.8%
EMG
341
ETF Managers Group
New Jersey
$442K +$423K +24,405 New
Baird Financial Group
342
Baird Financial Group
Wisconsin
$440K +$420K +24,250 New
DZ Bank
343
DZ Bank
Germany
$435K
CHP
344
Cable Hill Partners
Oregon
$435K +$102K +5,900 +33%
WFI
345
West Family Investments
California
$435K
SWM
346
Seed Wealth Management
Illinois
$426K
FPCP
347
Fort Point Capital Partners
California
$426K +$20.8K +1,200 +5%
MPPW
348
Mitchell & Pahl Private Wealth
Oklahoma
$424K +$12.9K +745 +3%
DG
349
DMC Group
Alabama
$414K +$48.4K +2,795 +14%
LC
350
Lindbrook Capital
California
$408K +$9.71K +560 +3%

SONY Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2023, worth a combined $8.9B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SONY positions and 45 closed out — a net gain of 36 holders — while 241 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $99.5M. The largest seller was Anomaly Capital Management, cutting an estimated $111M.

  • 606 institutional investors held Sony (SONY) as of Q1 2023, up from 578 in Q4 2022.
  • Funds reported $8.9B of Sony stock for Q1 2023, up 24% quarter-over-quarter.
  • 81 funds opened new Sony positions in Q1 2023 and 45 closed out, a net change of +36 holders.
  • The largest Sony buyer in Q1 2023 was BlackRock, an estimated $99.5M added.
  • The largest Sony seller in Q1 2023 was Anomaly Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.