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527 hedge funds and large institutions have $9.67B invested in Sony in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 183 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $691M | Put options by funds: $163M

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

31% more capital invested

Capital invested by funds: $7.35B → $9.67B (+$2.31B)

17% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 157

15% more funds holding

Funds holding: 459527 (+68)

0.14% less ownership

Funds ownership: 38.05%37.91% (-0.14%)

Holders
527
Holders Change
+68
Holders Change %
+14.81%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
116
Increased
183
Reduced
157
Closed
41
Calls
$691M
Puts
$163M
Net Calls
+$528M
Net Calls Change
+$251M
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
376
Yorktown Management & Research Company
Virginia
$243K +$209K +12,000 New
MOS
377
MGO One Seven
Ohio
$240K +$206K +11,870 New
APA
378
American Portfolios Advisors
New York
$237K +$62.9K +3,615 +45%
ARTA
379
A.R.T. Advisors
New York
$232K +$199K +11,460 New
CAGAS
380
Capital Advisory Group Advisory Services
Minnesota
$231K +$5.13K +295 +3%
BFS
381
Bradley Foster & Sargent
Connecticut
$226K +$194K +11,175 New
SCA
382
Snowden Capital Advisors
New York
$225K +$194K +11,140 New
CA
383
Crewe Advisors
Utah
$224K -$3.3K -190 -2%
New York State Common Retirement Fund
384
New York State Common Retirement Fund
New York
$222K
SPC
385
Sigma Planning Corp
Michigan
$219K +$188K +10,805 New
GSEP
386
Golden State Equity Partners
California
$218K +$188K +10,795 New
EWA
387
EP Wealth Advisors
California
$212K +$182K +10,485 New
NC
388
NinePointTwo Capital
California
$212K +$183K +10,505 New
PFPT
389
Pinnacle Financial Partners (Tennessee)
Tennessee
$206K +$177K +10,190 New
LWAC
390
Laurel Wealth Advisors (California)
California
$204K +$175K +10,090 New
SFA
391
Sequoia Financial Advisors
Ohio
$204K +$176K +10,110 New
PCG
392
Private Capital Group
Connecticut
$203K +$46.4K +2,670 +36%
SBL
393
Sargent Bickham Lagudis
Colorado
$202K
HTC
394
Haverford Trust Company
Pennsylvania
$202K +$174K +10,000 New
KFS
395
Kaizen Financial Strategies
California
$202K +$174K +10,000 New
OWA
396
Opal Wealth Advisors
New York
$202K +$174K +10,000 New
WG
397
Welch Group
Alabama
$202K +$174K +10,000 New
KPW
398
Kore Private Wealth
New York
$201K +$173K +9,955 New
TRCT
399
Tower Research Capital (TRC)
New York
$193K -$304K -17,455 -65%
MHR
400
Matthew Hamilton Rosenberg
$158K

SONY Hedge Fund Activity: Q4 2020 in Review

527 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2020, worth a combined $9.67B — up 31% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SONY positions and 41 closed out — a net gain of 75 holders — while 183 added to existing stakes and 157 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $86.3M. The largest seller was Primecap Management, cutting an estimated $188M.

  • 527 institutional investors held Sony (SONY) as of Q4 2020, up from 459 in Q3 2020.
  • Funds reported $9.67B of Sony stock for Q4 2020, up 31% quarter-over-quarter.
  • 116 funds opened new Sony positions in Q4 2020 and 41 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2020 was Holocene Advisors, an estimated $86.3M added.
  • The largest Sony seller in Q4 2020 was Primecap Management, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2020.