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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
+$143M
2
GAM
Groupama Asset Management
France
+$79.7M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$72M
4
Marshall Wace
Marshall Wace
United Kingdom
+$71.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$21.4M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$124M
2
ClearBridge Investments
ClearBridge Investments
New York
-$44.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.7M
4
MIP
Mondrian Investment Partners
United Kingdom
-$28.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Apollon Wealth Management
South Carolina
$477K -$39.2K -2,305 -8%
PCS
327
Personal CFO Solutions
New Jersey
$477K -$4.59K -270 -1%
STA
328
Summit Trail Advisors
New York
$474K -$39.8K -2,345 -8%
GIM
329
Grassi Investment Management
California
$474K -$368K -21,625 -44%
VFA
330
Valeo Financial Advisors
Indiana
$473K -$38.5K -2,265 -8%
CCA
331
Checchi Capital Advisers
California
$470K -$11K -645 -2%
Janus Henderson Group
332
Janus Henderson Group
United Kingdom
$459K – – –
Lido Advisors
333
Lido Advisors
California
$458K +$22.5K +1,325 +5%
FOA
334
Five Oceans Advisors
California
$448K -$93.4K -5,495 -17%
SWM
335
Seed Wealth Management
Illinois
$443K +$47.6K +2,800 +12%
BWM
336
BigSur Wealth Management
Florida
$440K – – –
MOS
337
MGO One Seven
Ohio
$440K -$12.8K -755 -3%
JSW
338
Journey Strategic Wealth
New Jersey
$435K +$135K +7,955 +45%
HSBC Holdings
339
HSBC Holdings
United Kingdom
$432K -$245K -14,445 -36%
MWM
340
Mission Wealth Management
California
$430K +$44K +2,590 +11%
FFP
341
FourThought Financial Partners
Florida
$428K +$31.3K +1,840 +8%
EA
342
Everpar Advisors
Oklahoma
$426K +$27K +1,590 +7%
WG
343
Welch Group
Alabama
$425K +$425K +25,000 New
EAM
344
Eagle Asset Management
Florida
$423K +$512 +30 +0.1%
TPWM
345
Twelve Points Wealth Management
Massachusetts
$414K – – –
KFI
346
Key Financial Inc
Pennsylvania
$412K – – –
Schroder Investment Management Group
347
Schroder Investment Management Group
United Kingdom
$411K +$7.99K +470 +2%
William Blair & Company
348
William Blair & Company
Illinois
$408K +$18K +1,060 +5%
WFI
349
West Family Investments
California
$408K – – –
SRC
350
Sage Rhino Capital
California
$408K -$8.33K -490 -2%
12 13
14
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