Sony
SONY
655 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 199 reducing their positions, and 54 closing their positions.
94% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 54
21% more capital invested
Capital invested by funds: $7.89B → $9.58B (+$1.69B)
18% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 199
7% more funds holding
Funds holding: 615 → 655 (+40)
2.15% more ownership
Funds ownership: 37.96% → 40.11% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
3% less call options, than puts
Call options by funds: $167M | Put options by funds: $173M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$402M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$189M |
| 3 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$84.2M |
| 4 |
AM
Atreides Management
Boston,
Massachusetts
|
+$64.3M |
| 5 |
BlackRock
New York
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$214M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
-$48.1M |
| 3 |
Primecap Management
Pasadena,
California
|
-$43.4M |
| 4 |
AG
Avala Global
New York
|
-$31.1M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$26.6M |
SONY Hedge Fund Activity: Q4 2023 in Review
655 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2023, worth a combined $9.58B — up 21% from $7.89B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new SONY positions and 54 closed out — a net gain of 51 holders — while 235 added to existing stakes and 199 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $402M. The largest seller was Boston Partners, cutting an estimated $214M.
- 655 institutional investors held Sony (SONY) as of Q4 2023, up from 615 in Q3 2023.
- Funds reported $9.58B of Sony stock for Q4 2023, up 21% quarter-over-quarter.
- 105 funds opened new Sony positions in Q4 2023 and 54 closed out, a net change of +51 holders.
- The largest Sony buyer in Q4 2023 was Morgan Stanley, an estimated $402M added.
- The largest Sony seller in Q4 2023 was Boston Partners, an estimated $214M sold.
Based on aggregated 13F filings for Q4 2023.