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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
LC
351
Lindbrook Capital
California
$303K +$1.04K +60 +0.4%
PWPS
352
Pinnacle Wealth Planning Services
Ohio
$300K +$348 +20 +0.1%
ECM
353
Evergreen Capital Management
Washington
$299K +$257K +14,800 New
AIM
354
Anchor Investment Management
South Carolina
$291K -$41.3K -2,375 -14%
PFO
355
Pathstone Family Office
New Jersey
$290K +$250K +14,350 New
SW
356
SkyOak Wealth
Michigan
$288K
BPA
357
Beacon Pointe Advisors
California
$285K +$244K +14,050 New
BAAM
358
Baker Avenue Asset Management
California
$283K
FSA
359
Franklin Street Advisors
North Carolina
$275K +$237K +13,610 New
BMCM
360
Burns Matteson Capital Management
New York
$269K +$232K +13,325 New
KOCAA
361
Knights of Columbus Asset Advisors
Connecticut
$266K -$27.6K -1,585 -11%
CC
362
Chicago Capital
Illinois
$259K +$223K +12,830 New
CAM
363
Cresset Asset Management
Illinois
$256K -$112K -6,460 -34%
BTWM
364
Baker Tilly Wealth Management
Wisconsin
$255K +$219K +12,615 New
HAC
365
Harbor Advisory Corp
New Hampshire
$254K +$219K +12,575 New
MPI
366
Mairs & Power Inc
Minnesota
$254K +$219K +12,575 New
KPWS
367
Kestra Private Wealth Services
Texas
$253K -$20.2K -1,160 -8%
CP
368
Corbenic Partners
Pennsylvania
$253K
EGM
369
Engineers Gate Manager
New York
$252K +$217K +12,450 New
BWP
370
BSW Wealth Partners
Colorado
$252K +$217K +12,470 New
EWM
371
Edge Wealth Management
New York
$251K -$17K -975 -7%
Baird Financial Group
372
Baird Financial Group
Wisconsin
$250K +$215K +12,380 New
RJT
373
Raymond James Trust
Florida
$249K -$53K -3,050 -20%
BJL
374
Brighton Jones LLC
Washington
$249K +$214K +12,325 New
SMF
375
Sterling Manor Financial
New York
$246K +$212K +12,175 New

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.