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650 hedge funds and large institutions have $8.04B invested in Sony in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

52% more call options, than puts

Call options by funds: $217M | Put options by funds: $143M

9% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 69

4% more capital invested

Capital invested by funds: $7.75B → $8.04B (+$282M)

0.25% more ownership

Funds ownership: 35.85%36.1% (+0.25%)

0% less funds holding

Funds holding: 651650 (-1)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
650
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.39%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
75
Increased
211
Reduced
233
Closed
69
Calls
$217M
Puts
$143M
Net Calls
+$74.5M
Net Calls Change
+$670K
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
351
Sage Rhino Capital
California
$408K -$8.1K -490 -2%
CWM
352
Cordatus Wealth Management
Pennsylvania
$405K +$394K +23,825 New
FDCDDQ
353
Federation des caisses Desjardins du Quebec
Quebec, Canada
$402K -$96.7K -5,850 -20%
IAN
354
Integrated Advisors Network
Texas
$401K +$66K +3,990 +20%
OWM
355
Opes Wealth Management
California
$399K -$487K -29,450 -56%
IAS
356
Insigneo Advisory Services
Florida
$395K -$93.4K -5,650 -19%
FC
357
Farley Capital
New York
$395K +$384K +23,250 New
NAS
358
Nicolet Advisory Services
Wisconsin
$390K -$132K -7,995 -28%
AQR Capital Management
359
AQR Capital Management
Connecticut
$388K +$378K +22,865 New
DAS
360
Diversify Advisory Services
Utah
$387K -$698K -42,220 -66%
FLPIM
361
F.L. Putnam Investment Management
Massachusetts
$385K +$34.1K +2,060 +10%
BHPW
362
Beverly Hills Private Wealth
California
$382K +$146K +8,855 +65%
HH
363
Hilltop Holdings
Texas
$382K -$2.31K -140 -0.6%
AP
364
Americana Partners
Texas
$381K -$574K -34,720 -61%
GRP
365
Global Retirement Partners
California
$378K +$226K +13,680 +159%
GI
366
GAMMA Investing
California
$378K -$12.7K -770 -3%
LCOV
367
London Company of Virginia
Virginia
$374K
FT
368
Fiduciary Trust
Massachusetts
$372K -$22.1K -1,335 -6%
IWC
369
Integrated Wealth Concepts
Massachusetts
$372K +$3.56K +215 +1%
GITFIT
370
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$364K +$157K +9,485 +79%
Jones Financial Companies
371
Jones Financial Companies
Missouri
$356K +$342K +20,705 +8,451%
IUHSA
372
Itau Unibanco Holding S.A.
Brazil
$355K +$44.1K +2,670 +15%
BS
373
Banco Santander
Spain
$350K -$554K -33,500 -62%
BAM
374
Berkshire Asset Management
Pennsylvania
$349K +$340K +20,545 New
FFA
375
First Foundation Advisors
California
$348K -$28.7K -1,735 -8%

SONY Hedge Fund Activity: Q2 2024 in Review

650 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2024, worth a combined $8.04B — up 3.6% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SONY positions and 69 closed out — a net gain of 6 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Harding Loevner, adding an estimated $139M. The largest seller was Fiduciary Management Inc, cutting an estimated $121M.

  • 650 institutional investors held Sony (SONY) as of Q2 2024, down from 651 in Q1 2024.
  • Funds reported $8.04B of Sony stock for Q2 2024, up 3.6% quarter-over-quarter.
  • 75 funds opened new Sony positions in Q2 2024 and 69 closed out, a net change of +6 holders.
  • The largest Sony buyer in Q2 2024 was Harding Loevner, an estimated $139M added.
  • The largest Sony seller in Q2 2024 was Fiduciary Management Inc, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2024.