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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
ACA
351
Atlas Capital Advisors
Wyoming
$403K +$13K +750 +3%
RCA
352
Resonant Capital Advisors
Wisconsin
$402K -$173 -10 -0%
SGA
353
Strategic Global Advisors
California
$400K +$383K +22,085 New
LCOV
354
London Company of Virginia
Virginia
$399K
PCS
355
Personal CFO Solutions
New Jersey
$397K +$14.2K +820 +4%
FWIA
356
Fort Washington Investment Advisors
Ohio
$396K
SRC
357
Sage Rhino Capital
California
$394K +$15.2K +875 +4%
KP
358
Keel Point
Alabama
$394K -$18.5K -1,070 -5%
HC
359
Henshaw Capital
Massachusetts
$394K +$38K +2,195 +11%
STA
360
Summit Trail Advisors
New York
$391K +$61K +3,520 +19%
Credit Agricole
361
Credit Agricole
France
$391K +$99.6K +5,745 +36%
YIH
362
Y-Intercept (HK)
Hong Kong
$385K -$641K -36,970 -64%
BBW
363
Blue Barn Wealth
Utah
$383K +$50.6K +2,920 +16%
IWP
364
Icon Wealth Partners
Texas
$381K +$365K +21,040 New
SI
365
Stephens Inc
Arkansas
$380K +$84.2K +4,860 +30%
HF
366
HRT Financial
New York
$379K +$362K +20,910 New
LFA
367
Legacy Financial Advisors
Kentucky
$377K +$73.6K +4,245 +26%
LNC
368
Lincoln National Corp
Pennsylvania
$374K +$28.2K +1,625 +9%
WSTAM
369
Wilbanks Smith & Thomas Asset Management
Virginia
$372K +$11.3K +650 +3%
MYIA
370
Mount Yale Investment Advisors
Colorado
$366K +$350K +20,195 New
AWA
371
Aaron Wealth Advisors
Illinois
$363K +$69.3K +4,000 +25%
FC
372
FCA Corp
Texas
$363K -$86.7K -5,000 -20%
DAM
373
Deltec Asset Management
New York
$363K
AWA
374
Arete Wealth Advisors
Illinois
$355K +$339K +19,560 New
Lido Advisors
375
Lido Advisors
California
$351K +$335K +19,350 New

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.