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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
SRC
351
Sage Rhino Capital
California
$345K +$15.7K +745 +5%
FCH
352
Freestone Capital Holdings
Washington
$341K -$66.5K -3,150 -16%
EVC
353
Eidelman Virant Capital
Missouri
$339K -$211K -10,000 -38%
CGL
354
Clarius Group LLC
Washington
$339K +$211 +10 +0.1%
LC
355
Lindbrook Capital
California
$333K +$15.2K +720 +5%
GII
356
Gryphon International Investment
Ontario, Canada
$327K +$326K +15,425 New
CAM
357
Cresset Asset Management
Illinois
$325K +$57K +2,700 +21%
SCA
358
Snowden Capital Advisors
New York
$321K +$84.9K +4,020 +36%
BMCM
359
Burns Matteson Capital Management
New York
$320K +$37.1K +1,755 +13%
PWPS
360
Pinnacle Wealth Planning Services
Ohio
$318K +$3.06K +145 +1%
ARTA
361
A.R.T. Advisors
New York
$307K +$63.4K +3,000 +26%
AIM
362
Anchor Investment Management
South Carolina
$305K
SW
363
SkyOak Wealth
Michigan
$298K
WSTAM
364
Wilbanks Smith & Thomas Asset Management
Virginia
$293K +$292K +13,810 New
RJT
365
Raymond James Trust
Florida
$291K +$29.5K +1,395 +11%
PAG
366
Pinnacle Advisory Group
Maryland
$290K +$289K +13,690 New
FSA
367
Franklin Street Advisors
North Carolina
$289K
AWE
368
Avidian Wealth Enterprises
Texas
$287K +$286K +13,550 New
CSS
369
Cubist Systematic Strategies
Connecticut
$286K -$165K -7,800 -37%
CP
370
Corbenic Partners
Pennsylvania
$286K +$20.7K +980 +8%
AIC
371
Ameritas Investment Company
Nebraska
$282K +$281K +13,320 New
Qube Research & Technologies (QRT)
372
Qube Research & Technologies (QRT)
United Kingdom
$282K +$280K +13,280 New
TPCW
373
TD Private Client Wealth
New York
$282K -$322K -15,270 -53%
MOS
374
MGO One Seven
Ohio
$280K +$28.6K +1,355 +11%
LWAC
375
Laurel Wealth Advisors (California)
California
$275K +$60.7K +2,875 +28%

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.