We are live on ! Find out more

607 hedge funds and large institutions have $10.3B invested in Sony in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 198

13% more call options, than puts

Call options by funds: $154M | Put options by funds: $136M

0.87% more ownership

Funds ownership: 39.12%39.99% (+0.87%)

4% less funds holding

Funds holding: 633607 (-26)

17% less capital invested

Capital invested by funds: $12.5B → $10.3B (-$2.18B)

24% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 83

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
607
Holders Change
-26
Holders Change %
-4.11%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.25%
New
63
Increased
226
Reduced
198
Closed
83
Calls
$154M
Puts
$136M
Net Calls
+$17.8M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
351
Clal Insurance
Israel
$462K +$489K +22,500 New
DAS
352
Dynamic Advisor Solutions
Arizona
$461K -$30.3K -1,395 -6%
RCA
353
Resonant Capital Advisors
Wisconsin
$456K -$60.9K -2,800 -11%
WS
354
Wedbush Securities
California
$452K -$104K -4,775 -18%
LCOV
355
London Company of Virginia
Virginia
$452K
GT
356
Glenmede Trust
Pennsylvania
$449K -$24.3K -1,120 -5%
UCFA
357
United Capital Financial Advisors
Texas
$448K -$160K -7,365 -25%
FOA
358
Five Oceans Advisors
California
$445K +$194K +8,945 +70%
WCM
359
Weik Capital Management
Pennsylvania
$444K -$19.6K -900 -4%
CAN
360
Cetera Advisor Networks
California
$442K +$113K +5,195 +32%
SC
361
Searle & Co
Connecticut
$439K
SF
362
Symphony Financial
Texas
$435K +$482K +22,160 New
CFGS
363
Concourse Financial Group Securities
Alabama
$431K -$721K -33,180 -61%
CAM
364
Cresset Asset Management
Illinois
$431K -$57.7K -2,655 -11%
Cerity Partners
365
Cerity Partners
New York
$425K -$256K -11,760 -36%
SRC
366
Sage Rhino Capital
California
$424K +$109 +5 +0%
KeyBank National Association
367
KeyBank National Association
Ohio
$422K +$24.8K +1,140 +6%
EVM
368
Eaton Vance Management
Massachusetts
$421K -$78.2K -3,600 -15%
1WA
369
180 Wealth Advisors
Washington
$416K +$1.41K +65 +0.3%
SWP
370
Stratos Wealth Partners
Ohio
$416K +$57.7K +2,655 +15%
PWPS
371
Pinnacle Wealth Planning Services
Ohio
$416K +$82.9K +3,815 +23%
VT
372
Vise Technologies
New York
$416K +$440K +20,260 New
Baird Financial Group
373
Baird Financial Group
Wisconsin
$415K +$148K +6,800 +51%
FIA
374
FNY Investment Advisers
New York
$410K +$435K +20,000 New
DFA
375
Delta Financial Advisors
Louisiana
$408K +$17.9K +825 +4%

SONY Hedge Fund Activity: Q1 2022 in Review

607 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2022, worth a combined $10.3B — down 17% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SONY and 63 opened new positions — a net loss of 20 holders — while 198 trimmed existing stakes and 226 added.

The largest buyer was Alkeon Capital Management, adding an estimated $614M. The largest seller was Boston Partners, cutting an estimated $120M.

  • 607 institutional investors held Sony (SONY) as of Q1 2022, down from 633 in Q4 2021.
  • Funds reported $10.3B of Sony stock for Q1 2022, down 17% quarter-over-quarter.
  • 63 funds opened new Sony positions in Q1 2022 and 83 closed out, a net change of -20 holders.
  • The largest Sony buyer in Q1 2022 was Alkeon Capital Management, an estimated $614M added.
  • The largest Sony seller in Q1 2022 was Boston Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.