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546 hedge funds and large institutions have $10B invested in Sony in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 212 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 160

27% more call options, than puts

Call options by funds: $194M | Put options by funds: $153M

4% more funds holding

Funds holding: 527546 (+19)

4% more capital invested

Capital invested by funds: $9.67B → $10B (+$356M)

0.33% less ownership

Funds ownership: 37.91%37.58% (-0.33%)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
546
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
9.59%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.3%
New
84
Increased
212
Reduced
160
Closed
62
Calls
$194M
Puts
$153M
Net Calls
+$41.1M
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
376
Chicago Capital
Illinois
$272K
BWP
377
BSW Wealth Partners
Colorado
$271K +$6.86K +325 +3%
OIA
378
OneDigital Investment Advisors
Kansas
$271K +$270K +12,765 New
AAS
379
Avantax Advisory Services
Texas
$266K +$266K +12,585 New
KPW
380
Kore Private Wealth
New York
$263K +$52K +2,460 +25%
BJL
381
Brighton Jones LLC
Washington
$258K -$3.06K -145 -1%
MPI
382
Mairs & Power Inc
Minnesota
$256K -$10.6K -500 -4%
PMA
383
Prudent Man Advisors
Illinois
$255K -$75.6K -3,580 -23%
HWMA
384
Heritage Wealth Management (Arizona)
Arizona
$255K +$254K +12,035 New
YMRC
385
Yorktown Management & Research Company
Virginia
$254K
CAG
386
Csenge Advisory Group
Florida
$251K -$80.6K -3,815 -25%
Cetera Investment Advisers
387
Cetera Investment Advisers
Illinois
$249K -$147K -6,970 -37%
GSEP
388
Golden State Equity Partners
California
$249K +$19.7K +935 +9%
CAGAS
389
Capital Advisory Group Advisory Services
Minnesota
$247K +$5.17K +245 +2%
WI
390
WrapManager Inc
California
$243K +$242K +11,455 New
CIC
391
Carnegie Investment Counsel
Ohio
$241K +$240K +11,375 New
HIP
392
HUB Investment Partners
Texas
$238K +$237K +11,220 New
BFS
393
Bradley Foster & Sargent
Connecticut
$237K
CA
394
Crewe Advisors
Utah
$234K
KFS
395
Kaizen Financial Strategies
California
$233K +$21.1K +1,000 +10%
BAAM
396
Baker Avenue Asset Management
California
$227K -$70.1K -3,320 -24%
DADC
397
D.A. Davidson & Co
Montana
$224K +$223K +10,545 New
XS
398
XR Securities
Illinois
$223K +$222K +10,520 New
EWA
399
EP Wealth Advisors
California
$222K -$528 -25 -0.2%
NC
400
NinePointTwo Capital
California
$222K

SONY Hedge Fund Activity: Q1 2021 in Review

546 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q1 2021, worth a combined $10B — up 3.7% from $9.67B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SONY positions and 62 closed out — a net gain of 22 holders — while 212 added to existing stakes and 160 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $129M. The largest seller was Holocene Advisors, exiting entirely with an estimated $100M sold.

  • 546 institutional investors held Sony (SONY) as of Q1 2021, up from 527 in Q4 2020.
  • Funds reported $10B of Sony stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 84 funds opened new Sony positions in Q1 2021 and 62 closed out, a net change of +22 holders.
  • The largest Sony buyer in Q1 2021 was Aristotle Capital Management, an estimated $129M added.
  • The largest Sony seller in Q1 2021 was Holocene Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.